Your clients believe the best person to give them advice is you
CCH SME survey 2013
of SMEs agree that theiraccountant is their trustedadviser, not only for financial accounts but also for adviceon continued success and business growth.
82%
As an accountant,you are best placed in your
clients’ minds to providefinancial advice.
Your clients’ needs are changing.
So how big is the advice pool?
need adviceon retirement
20%
Investment Trends, April 2014 SMSF Accountant Presentation
28%
Investment Trends, April 2014 SMSF Accountant Presentation
need adviceon pension and estate planning
57% of SMSFs have advice gaps Investment Trends, April 2014 SMSF Accountant Presentation
Being in a position to offer highervalue added services will ensure
you are a vital part of yourclients’ advisory team.
Investment Trends, April 2014 SMSF Accountant Presentation
of SMSF clients would consider using theiraccountant for investment advice
48%
pay for adviceInvestment Trends, April 2014 SMSF Accountant Presentation
of clients would54%
Your clients arethe backbone ofyour business.
26% of SMSF clients who changed accountants went to another adviser with a broader range of services
Adviser A Adviser B
Investment Trends, April 2014 SMSF Accountant Presentation
Will you embrace thechange to grow your business
or risk losing a quarterof your clients?
At the end of the day, yourclients want advice from you.
2178
0/10
15
What is the valueof trust if you
don’t leverage it?