Send us a textShow notes: thetaxprofessionalspodcast.com/TTPP77Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnOverview of Ben’s career and what a portfolio finance director is(17:15) Why Ben has limited his services, not providing the full range of accountancy services, and why it’s good to restrict your tax services(20:00) How to get prospects or contacts to know how you can help them so they know to come to you or when to introduce you to a contact, and how to get people to see value in your advice(36:30) How to manage the situation where a client or prospect asks you to do something outside of your specialism or the services you are willing to provide and not damage your relationship with them(44:00) A discussion around referring and how Ben operates in this space – to introduce and be introduced – with it reflecting well on him in both casesResourcesMasterclasses, including:Tax Advice MasterclassTax Research MasterclassTTPP23: The Benefits of Having Your Own Tax Specialism/Niche (& Tips to Choose Yours!) with Sofia Thomas

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related