Client Personality Profiling

Dear Accountant,

Step 7 Taking Business Advisory into Clients

In my last post I showed the editable page in the client’s Business Dashboard® report with your observations and questions for the meeting.
 
Before the meeting, reflect on the personality profile of your client. (D= Dominant; I=Influential; S=Steady; C=Compliant). If they seem Outgoing, they will welcome the work you’ve done and enjoy the discussion. If Task-focused they’ll want to see how this helps the way they work and what they are trying to achieve. If People oriented, they will be concerned that your observations will not lead to relationship disruption but improvement. If Reserved, they will need proof that what you are presenting is evidenced based and logical.

More about this topic is available from Runagood® here and we can provide low-cost tests. But to put your mind at rest it is extremely rare to get an adverse reaction. In my next post I’ll get into how to run the meeting.
 
This fourth series of posts reveals the steps needed to provide business advice to clients by planning their business futures and then profitably collaborating in the implementation for close and permanent relationships.

See the overview here https://www.runagood.com/consultancy/product-4 and if you wish to jump ahead to see what’s coming, ask here or to see what’s already been posted here.

Duncan Collins founded Runagood® to make practical solutions affordable for owner managers profitably for accountancy practices by pioneering AI. He has automated the 000’s of consultancy techniques he learned the hard way during 60 years of directly and indirectly running, helping, buying, selling one million businesses large and small. Ask him anything, anytime for free at duncan@runagood.com

The ‘Runagood® Business Pathway’ takes any client from start up to exit solving their every ambition and problem along the way.
…via a National Accountant Network.