What’s your role?
What do you do?
How do you best describe your role when positioning what you do with clients, potential new prospects, or alliance partners?
I’m especially interested to understand what you say in those first vital minutes of a meeting when you are still ‘setting the scene’ for discussions.
Hang on, am I making an assumption here?
Do you state (or re-state) your role in your meetings?
No you don’t? Why not?
Maybe you don’t need to explain your role, because it’s obvious. For new clients, they understand what an accountant (or planner, or adviser, or banker – you fill in your own role) does, and for existing clients there isn’t a need for re-explanation because they already know what we do for them?…