Скачать или смотреть When Accountants Change Advisors: It’s Rarely About Fees

I recently spoke with an accountant who was re-evaluating which advisor he refers clients to.

Not because of performance.
Not because of fees.
And not because of credentials.

The issue was simpler... and more uncomfortable.

Clients were reaching out.
Following up.
Waiting.

And the advisor on the other end had gone quiet.

For accountants, referrals aren’t casual introductions. They’re a reflection of trust, professionalism, and care for the client experience long after the handoff is made.

When responsiveness drops, it doesn’t just affect the client.
It affects the accountant’s credibility too.

This conversation was a reminder that in professional services, reliability often matters more than brilliance, and communication is part of the value, not an extra.

If you work with referred clients, this is worth reflecting on.

#leadership #businessrelationships #professionalgrowth #servicebasedbusiness #trust #reputation