1 min readClients Look for One Thing

by Guy Gage | March 23, 2015 | Business

Several years ago, I observed a department meeting where the leader of the group emphasized that to get new business was to find ways of demonstrating how good they are. He honestly believed that prospects came and stayed because of the firm’s expertise. I have to say I was disheartened because that is NOT the reason why clients come and stay with any firm. There’s only one primary reason why clients stay: they trust you.

When you’re thinking about and planning your client work, you give too little attention to how to deepen your clients’ trust in you. Instead, you focus almost exclusively on the technical aspects of the job. I’m not diminishing the importance of doing the job right, on time and on budget. But that’s expected and it won’t automatically compel your clients to trust you.

All the research for the last two decades seems to confirm what Robert B. Shaw wrote in Trust In The Balance. His research revealed that trust is a combination of three elements that you should be aware of, talk about and demonstrate on a regular basis.

The first is that you get results. It’s more than just completing your work. It’s what your clients want to achieve, having hired you to do something. Don’t confuse the success of your job with the accomplishment of their goals and results.

The second is that you demonstrate integrity. Doing the right thing because it’s the right thing to do is fundamental. Your clients don’t want to wonder if you are venturing into territory they don’t approve.

Finally, you need to show concern. Your clients and their pursuits must matter to you, not just their work. They want to know you, like you and believe in you before they will trust you.

This week, consider how you can deepen the trust relationship with your clients. You and your team should talk about, plan for and demonstrate these factors to reinforce the one reason why they stay with you.

Read Related Blogs:

Stop Assuming Your Managers Will Figure It Out

The role of manager is often the weakest link for firms in transition. When managers fulfill their responsibilities, they create bandwidth for partners to do firm-building work, they develop staff to be competent and engaged, and clients enjoy working with them. Yes,...

read more

What Are You Making Space for This Year?

As CPAs, we enter 2026 carrying the weight of tax and audit deadlines, not to mention keeping up with the ever-evolving regulations. But leadership isn’t just about managing compliance, it’s about creating capacity for what truly moves the needle. This year, what are...

read more

Turning Compliance Work into Advisory Value

Financial compliance work is, at its core, a disciplined process for gathering and organizing data. On its own, however, data has limited value. The real value comes from the professional judgement applied to that information. A useful analogy is healthcare. A...

read more