Client 909101

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I was with my accountant recently and we were discussing how clients decide whether we've done a good job or not.

I've heard clients speak about their accountants and say something like "My accountant is very good. I get a tax refund of around $1,000 each year".

Does this mean he's done a good job? Did the accountant actually do anything to influence the $1,000 tax refund, or would the client have received the same refund regardless of who prepared their tax return?

Is it right to judge them based on results that are largely outside of their control.

A couple of weeks ago I was visiting a lawyer who commented he'd had a small win earlier that week. One of his clients was being sued for $3M but my friend managed to negotiate so they could settle for 'only' $2.5M. Only $2.5M! In the eyes of his clients, he'd achieved a very good result and perhaps in that case it was fair to judge his value based on that result.

We get it in our financial planning business. I've had clients say "I'm really happy with my adviser - the funds we're invested into did really well last year". "Really well " - compared to what?

What if they made 15%? Would that be good? What if other similar funds made 20%? Would that make the comparison different?

Ultimately, it's the wrong measure and I make sure I tell clients that. There's no way I want them to judge my value based on things that are out of my control. If I take credit for the years that their investments rise in value, I'd better also take the blame when the decline. No way!

When I see a new client, I ask them a couple of questions to help them focus on how they're going to judge the success of the relationship.

Some questions I like to ask are:

  • What would you like to achieve from our meeting today?
  • If we were sitting here five years from now, what would need to have happened to make you feel that our professional relationship had been worthwhile?
  • What are you looking for from us?
  • How do you envisage we can work together?
  • How will you be making a decision about who to work with?

I love the last question. I usually ask it if a client indicates they're shopping around. I explain to them that I'm happy to prepare some recommendations, but it would help me greatly if they told me how they were going to make their final decision.

About the Author

Find Client 909101 On eBay Below:

WYSE D200 P20 Dual Network Thin Client P N 909101 01L
WYSE D200 P20 Dual Network Thin Client P N 909101 01L
$109.99
Dell 909101 99L Wyse P20 P Class PCoIP Dual Monitor Zero Client
Dell 909101 99L Wyse P20 P Class PCoIP Dual Monitor Zero Client
$12.00
Wyse P20 Zero Thin Client Tera1100 PCoIP 128MB 64MB SSD 2x DVI 909101 01L
Wyse P20 Zero Thin Client Tera1100 PCoIP 128MB 64MB SSD 2x DVI 909101 01L
$59.99
2X Dell 909101 99L Wyse P20 P Class PCoIP Dual Monitor Zero Client
2X Dell 909101 99L Wyse P20 P Class PCoIP Dual Monitor Zero Client
$7.99
WYSE D200 P20 Network Thin Zero Client Teradici 1100P PCoIP 909101 99L 50002113
WYSE D200 P20 Network Thin Zero Client Teradici 1100P PCoIP 909101 99L 50002113
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Wyse D200 P20 909101 96L PCoIP Dual Monitor SFP Ready TAA Thin Client
Wyse D200 P20 909101 96L PCoIP Dual Monitor SFP Ready TAA Thin Client
$50.00
WYSE Thin Client P Class Zero Px0 P20 PCoIP Dual Video Monitor D200 New
WYSE Thin Client P Class Zero Px0 P20 PCoIP Dual Video Monitor D200 New
$25.95
Wyse P20 PCoIP Dual Thin Client D200 Terminal Appliance 909101 99L PRIORITY SHIP
Wyse P20 PCoIP Dual Thin Client D200 Terminal Appliance 909101 99L PRIORITY SHIP
$74.89
WYSE D200 909101 01L 909101 L Dual Video Monitor Thin Client
WYSE D200 909101 01L 909101 L Dual Video Monitor Thin Client
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WYSE D200 909101 01L 909101 L Dual Video Monitor Thin Client
WYSE D200 909101 01L 909101 L Dual Video Monitor Thin Client
$19.99
Wyse D200 Part  909101 01L p20 PCoIP Dual Video Monitor Thin Client
Wyse D200 Part 909101 01L p20 PCoIP Dual Video Monitor Thin Client
$15.00
Lot of 5 WYSE D200 PCoIP Dual Thin Client Video Monitor 909101 01L w Stand
Lot of 5 WYSE D200 PCoIP Dual Thin Client Video Monitor 909101 01L w Stand
$49.97
Lot of 2 WYSE D200 PCoIP Dual Thin Client Video Monitor 909101 01L Unit
Lot of 2 WYSE D200 PCoIP Dual Thin Client Video Monitor 909101 01L Unit
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Dell 909101 01L Wyse Model D200 P20 PCoIP Dual Thin Client
Dell 909101 01L Wyse Model D200 P20 PCoIP Dual Thin Client
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DELL D200 WYSE 909101 01L P20 PCoIP DUAL THIN CLIENT W POWER CORD
DELL D200 WYSE 909101 01L P20 PCoIP DUAL THIN CLIENT W POWER CORD
$9.95
NEW Wyse D200 Thin Client Keyboard Mouse Power Supply Adapter 909101 99L P20
NEW Wyse D200 Thin Client Keyboard Mouse Power Supply Adapter 909101 99L P20
$105.59
Wyse P20 Thin Client 128MB RAM 64MB Flash 909101 99L
Wyse P20 Thin Client 128MB RAM 64MB Flash 909101 99L
$22.32
Wyse D200 Dual Thin Client
Wyse D200 Dual Thin Client
$26.99
New Wyse P20 PCoIP Dual Thin Client D200 P N 849952 99L 909101 99L
New Wyse P20 PCoIP Dual Thin Client D200 P N 849952 99L 909101 99L
$150.00
WYSE D200 P20 PCoIP Dual Thin Client 909101 01L
WYSE D200 P20 PCoIP Dual Thin Client 909101 01L
$15.00
Wyse D200 909101 05L P20 PCoIP Dual Thin Client
Wyse D200 909101 05L P20 PCoIP Dual Thin Client
$45.00
Wyse D200 WYSE 909101 01L P20 PCoIP DUAL THIN CLIENT W POWER CORD Lot 18
Wyse D200 WYSE 909101 01L P20 PCoIP DUAL THIN CLIENT W POWER CORD Lot 18
$139.99
Dell WYSE D200 P20 PCoIP Dual Zero Thin Client Tera 1100 128MB 64Mb No OS Px0
Dell WYSE D200 P20 PCoIP Dual Zero Thin Client Tera 1100 128MB 64Mb No OS Px0
$107.90
WYSE D200 P20 PCoIP Dual Think Client 909101 01L 849952 01L
WYSE D200 P20 PCoIP Dual Think Client 909101 01L 849952 01L
$19.99
2 Dell WYSE D200 P20 PCoIP Dual Thin Client w Power Adapters 909101 01L
2 Dell WYSE D200 P20 PCoIP Dual Thin Client w Power Adapters 909101 01L
$19.99
4X Dell 909101 99L Wyse P20 P Class PCoIP Dual Monitor Zero Client
4X Dell 909101 99L Wyse P20 P Class PCoIP Dual Monitor Zero Client
$14.99
Wyse D200 909101 01L P20 84952 01L PCoIP Dual Thin Client with Stand
Wyse D200 909101 01L P20 84952 01L PCoIP Dual Thin Client with Stand
$24.99
Wyse D200 909101 01L 909101 L Dual Video Monitor Thin Client
Wyse D200 909101 01L 909101 L Dual Video Monitor Thin Client
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NEW Wyse D200 909101 05L P20 PCoIP Dual Thin Client
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Wyse D200 909101 05L P20 PCoIP Dual Thin Client Used
Wyse D200 909101 05L P20 PCoIP Dual Thin Client Used
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Wyse D200 909101 01L 909101 L Dual Video Monitor Thin Client
Wyse D200 909101 01L 909101 L Dual Video Monitor Thin Client
$25.00
WYSE D200 P20 PCoIP Dual Thin Client 909101 01L 20
WYSE D200 P20 PCoIP Dual Thin Client 909101 01L 20
$20.00


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