Your clients’ success is based on the success of your own firm and what you do as a firm will speak volumes to your clients. One of the most important keys to your success is simple - do what you preach. Part of understanding the tools that are available to best serve a client is to learn for yourself the benefits of integrating recommended software into your own workflow.
This does not pertain only to Receipt Bank, but any other efficiency or productivity tool that you offer. Your clients are passionate about their business and your role as an advisor is to lead the way for them. This means being a leader by having the right cloud-efficient systems and processes in place to help them reach their desired business goals. Without using the systems your firm recommends, it will be hard to guide your clients through best practices.
Make sure you take advantage of your own free Receipt Bank account. If you are passionate about a certain software because you understand the benefits for your own firm, that excitement will inevitably transfer over to the client.
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