1 min readWhen You Aren’t Included
by Guy Gage | February 25, 2018 | Business
WHEN THEY DO…
You know the feeling you get when your clients acknowledge and recognize you for the value you bring?
“We want to schedule a meeting and would like to have you there. When are you available?”
“I have to submit this document but I’d like you to review it before I send it.”
“I want to introduce you to [another service provider] and have the two of you work out a solution.”
It could be because of your
• insightful contributions and solutions
• depth of expertise and experience
• ability to apply thoughtful analysis
• ability to bring out the best in people
• ability to move discussions to decisions
• ability to generate energy in people to take action
• willingness to take action
• value you added in the past.
No wonder your clients want you there. In their minds, you contribute enough to include you.
WHEN THEY DON’T…
You know the feeling you get when you find out after the fact that your client made a significant decision and didn’t consult you or even apprise you of what they did?
“Yeah, I thought about asking you about it but didn’t think it would matter.”
“You’re only interested in giving me the risks of the decision and I already thought of them.”
“I didn’t even think about running it by you.”
It could be because you
• Typically insist on the least risky option
• Always lead with how it won’t work
• Just sit there and don’t contribute
• Agree (or disagree) with whatever we want to do
• Tell me it’s up to me and so you don’t even make a recommendation.
No wonder your clients don’t want you there. In their minds, you don’t contribute enough to include you.
This week, assess which clients don’t include you and do something about it.
Read Related Blogs:
Igniting a Spark in Your Team Through Gratitude
As CPA’s, our days are often consumed by numbers and deadlines. Adding a bit of intentionality is all it takes to ignite a spark in your team that can transform your practice into a vibrant, motivated workplace. Gratitude is one catalyst for this energy. By weaving...
Protect Your Attention
As we've written and said so many times (here, here and here), no one aspires to be mediocre. Everyone wants to do well. So why don't we? A major reason is we aren't protecting our attention. Our attention is precious and it’s a huge influence in our progress in...
From Sprint to Strategy: Recharge, Reorganize, and Show Up Stronger for the Next Season
You’ve crossed the finish line of another sprint - now comes the moment to pause, breathe, and regroup. The tricky part? The period before year-end often feels like another race in disguise. As firm leaders, you can either get swept up in the rush or choose to use...
