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Reach Out To Your Clients

机译：接触您的客户

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摘要

As a CPA Or tax professional, you are uniquely qualified to help your clients and the investing public during these challenging economic times. Your combination of professionalism, code of ethics, technical expertise, and strong understanding of your clients' needs is unparalleled in the financial industry. You have the ability to address your clients' current concerns and future plans through a comprehensive wealth management perspective, thus allowing you to best answer the needs of your clients. To help clients through the current malaise, you must build on the two pillars of wealth management: superb technical competency and deep client relationships. The current market crisis mirrors a similar psychological phenomenon - receiving a bad diagnosis from the doctor. Think about it. In explaining what this diagnosis means, your doctor uses medical jargon, and you respond by attempting to intellectually engage at the same technical level. However, your mind moves on quickly to transfer this dialogue to real-rnlife emotions- does this prognosis mean I need surgery or an extended stay at the hospital; how will my family be affected; will I be all right?
机译：作为注册会计师或税务专业人士，您具有在当前充满挑战的经济时代中帮助您的客户和投资大众的独特资格。专业，道德准则，技术专长以及对客户需求的深刻理解的完美结合在金融行业中是无与伦比的。您可以通过全面的财富管理视角来解决客户当前的担忧和未来计划，从而使您能够最好地满足客户的需求。为了帮助客户度过当前的困境，您必须建立在财富管理的两个支柱上：卓越的技术能力和深厚的客户关系。当前的市场危机反映出类似的心理现象-得到医生的错误诊断。想一想。在解释此诊断的含义时，您的医生使用了医学术语，然后您尝试以相同的技术水平进行智力投入来做出回应。但是，您的思想迅速发展，将这种对话转化为真实的情绪-这种预后是否意味着我需要手术或需要长期住院？我的家人将如何受到影响；我可以吗？

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