WHAT YOUR CLIENTS ARE REALLY LOOKING FOR
By rethinking their services, these CPAs now meet with clients quarterly and schedule a visit before year-end, not just the regular pre-April 15 tax consultation visit. By going from tax-return experts to tax planning specialists, many of them have doubled and even quadrupled their business. Now think about your own business. Beyond sales, marketing, financing, operations, etc., consider your customers/ clients. How can you help them gain more clarity in their lives? Feel more balanced ? Be more focused ? Feel more confident ? When you deliver on those deeper- level needs, their lives are improved by the meaningful transformation you provide, and you can secure a long-term relationship with your customers/clients. Of course, there’s also the profound satisfaction you’ll feel for making a difference in their lives.
GIVE THEM WHAT THEY WANT—THEY’LL KEEP COMING BACK
As entrepreneurs, we’re often asked by clients to share business strategies — many of which are captured in Doug’s book, “The 10 Keys Transformation.” Here we share some of those insights with professionals in our 3 Dimensional Wealth community.
Look at your competitive landscape. Chances are, you’re not the only one providing the type of services or products your business offers. What can you do to differentiate your company? How can you keep your customers/clients coming back? The key is to provide your customers/ clients a truly meaningful transformation. And one of the best ways to do that? Provide greater clarity , balance , focus , and confidence for your clients. While it might seem simplistic, that’s essentially what everyone really wants: Someone or something to help them improve how they feel about themselves and/or experience life. So what does this look like in professional terms? SUPPORT LONG-TERM SUCCESS By way of example, Doug coached a mortgage professional who had been targeting clients who wanted a one-time new home loan or refinance. Doug helped Our knees, wrists, elbows, shoulders, and hips are integral parts of our bodies — all joints connecting our bones. After years of pressure plus wear and tear on our joints, they risk wearing down and developing conditions such as osteoarthritis, a common degenerative joint disease seen in older adults. However, aging isn’t the only thing that can adversely affect our joints. Sometimes, overuse of a particular joint can cause pain, discomfort, and eventually limited mobility. Here are four tips to incorporate into your daily routine to keep your joints healthy, lubricated, and mobile. SAFEGUARD YOUR MOVEMENT FOR YEARS TO COME HEALTHY JOINTS MATTER
him go from thinking of himself as a mortgage loan originator to a mortgage planning specialist. As he reimagined his strategy, the mortgage professional went from the one-off approach to a long- term relationship with clients, scheduling regular reviews every three to five years. During these reviews, his team could help clients see if the timing was right to refinance their property and free up money for other financial goals. They became the go-to source for helping clients optimize their assets and minimize taxes. OPTIMIZE THEIR LIVES Doug has also helped many CPAs transform their businesses by going from a retrospective approach — showing clients at the end of the tax year where their money was spent — to a proactive approach — regularly forecasting where clients were headed and helping them optimize assets and minimize taxes. SIT UP STRAIGHT Did you know your posture plays a significant role in the health of your joints? Standing and sitting up straight helps reduce unnecessary pressure on any part of your body and protects your back, hips, knees, shoulders, and neck. It also helps to prevent injury to the surrounding muscles. MAINTAIN A HEALTHY WEIGHT If you become overweight, you’ll inevitably slow down and move less. The extra weight will also place more strain and pressure on your joints, mainly your knees, ankles, and hips, increasing your risk of joint damage and complications. GET MOVING Staying active and building strong muscles and bones provides the stability and support your joints need to thrive. Plus, engaging in regular exercise is a key part of a healthy Foundational Dimension. Try dynamic stretching or low-impact
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exercises (Doug and Sharee like hiking, playing outdoor family games, and spending time at the gym) to strengthen your joints and keep them in optimal shape. Remember, the more you move, the easier it becomes. PRACTICE SAFETY FIRST When performing activities that may place more demand on your joints, rely on padding and protection. For example, wear knee and wrist pads if you go roller skating or ice skating! If your wrist is sore or injured, a brace will protect it and provide the support it needs to heal. Even if you’re gardening outside and kneeling often, be sure to kneel on a soft pad or area to safeguard your knees. Protection is always key! Maintaining a safe and active lifestyle is the key to keeping your joints healthy for years to come. Take care of your joints now so they can care for you — no matter your age!
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