Previous Post
Worried That Your SCM Is Going To Take Your Clients?
Next Post
​​How To Charge For Setting Up A Company/Trust

Changing your Client’s Habits

It will be a challenge to entirely withdraw from your business if your clients are still very much dependent on you.


So how do you change your client’s habits if they just want to talk to you directly because they only trust your advice?


Clients are either early, middle or late adopters. The early ones will deal with a Senior Client Manager immediately after you’ve introduced your SCM to them.


The middle adopters will take 3 or 5 introductions before they fully deal with your client managers. While the late adopters will take 10 to 15 introductions.


But If you persist it will happen. We send clients letters explaining the team that’s been set up to look after them and it states that they should contact the SCM as the first point of contact.


We manage them and don’t let them manage us. If you let them manage you, they will drag you into their nightmare. So manage them by being persistent and constantly educating them of your systems.


Every time they ask for you, make sure you attend the meeting with your Senior Client Manager. When they call the receptionist, she should put them to the SCM first by saying

“…(your name) is in a meeting at the moment, may I put you through to your SCM?


If they send you an email then send them to the SCM to respond. It’s up to you to lead this. I transferred all clients over several years. It won’t happen overnight but it requires you not to give up but to persist for years if necessary.


PLUS: Whenever you’re ready… here are 4 ways we can help you grow your accounting/bookkeeping practice:


1. You’d be mad not to join our free accountants’ mastermind group.

The Wize Accountants Mastermind group is your new online community where we are sharing daily insights, tips, and free tools to grow your practice – 2k+ practice owners & growing —


2. Accelerate your practice growth – take a free trial

We’ve just released our updated online practice acceleration system which will help you free up time, hire the right staff, fix your broken systems and scale your practice. We are looking for 3 practice owners right now to trial WizePulse. See if you qualify –


3. Find qualified talent for your practice

If you’re looking to hire qualified staff, we have a pool of talented candidates around the world and a proven step-by-step recruitment process to follow. Want access to it? find out how –


4. Build your practice to run without you

If you’d like to know how to scale your practice beyond 7-figures whilst buying back your time, find out here –