TREATING YOUR CLIENTS LIKE GOLD

Stuart Kahan

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TREATING YOUR CLIENTS LIKE GOLD

机译：对待客户如金

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"CPA firm clients for many years were asking us to help them manage their money," says David Sego, managing director of Texas-based Weaver and Tidwell Financial Advisors (WTFA). "These clients assumed we could help them manage it or at a minimum steer them in the direction of someone who could. Since we are their most trusted advisor, clients typically followed our recommendations. Our clients convinced us that offering financial planning and investment advisory services was something they wanted and would appreciate." The rise of what is now known as WTFA is a study in understanding a specific marketplace and taking the right steps to move a company in the proper direction.

机译：总部位于德克萨斯州的Weaver和Tidwell Financial Advisors（WTFA）的常务董事David Sego表示：“多年来，CPA公司的客户一直在要求我们帮助他们管理资金。” “这些客户认为我们可以帮助他们进行管理，或者至少将他们引向有能力的人指导。由于我们是他们最值得信赖的顾问，因此客户通常会遵循我们的建议。我们的客户说服了我们提供财务计划和投资咨询服务是他们想要的并且会感激的。”现在称为WTFA的兴起是一项研究，旨在了解特定市场并采取正确步骤使公司朝着正确的方向发展。

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《Accounting Technology》 |2006年第sup期|p.10-13|共4页
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Stuart Kahan;
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