Understanding your client's personal goals
‘For Accountants taking Clients Along the Runagood® Business Pathway’
(See last post). However smart your proposed business strategy may be it will come to grief if not compatible with your client’s personal goals. And often the Client doesn’t know these themselves until you put this simple questionnaire in front of them.
So once you’ve talked through the Business Dashboard® and outlined strategies for the business get them to complete it.
Then modify the proposed business strategy in the light of these answers e.g.:
Early Exit – start with profit building
Growth – start with marketing
Life/work balance – start with systems development
Personal Effectiveness – start with people development
Diversification – start with operations security
You also need to be aware of your client’s personality profile, so I’ll deal with that in my next post.
Practical stuff from AI Business Advisor®