Thursday, March 25th, 2021

Confused Clients

If you’re not confused, you’re not paying attention.” –┬áTom Peters

This tax season brings unique and never before experienced situations for many of your clients.

Perhaps, they are contacting you, maybe too often with all kinds of questions and concerns. You might even be getting frustrated with all of those questions, some of which you have no answers for!

Why not host a Zoom session for your clients in a question-and-answer format? Keep it informative yet simple. Hit the highlights of what you are seeing and experiencing and let them ask questions. Inform them beforehand of the time limit (yes, because you are busy).

You could host the session once a week for the next few weeks. If you have a huge response, keep doing it. Rotate partners to act as host. Allow 30 minutes and don’t over prepare. If you don’t know the answer to one of their questions, just tell them the truth.

This might lead to less phone calls, emails or texts from clients and show your clients how much you care. Having fewer confused and worried clients is a big win for the firm.

  • "Confused? Confusion is good. It's an excellent place to learn something new from."
  • Henna Inam

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