Archive for the 'Business Partners' Category

Yea for the product guys (and gals)!

It seems like yesterday.  We were opening our firm and needed help and they came and brought help and lots of it!

Which they? The product folks.  The relationship managers, wholesalers, Regional VP’s, sales management and sales people.

We are now planning our 13th annual vendor dinner.  Take a look at the blog below and begin to realize what an incredibly valuable group of people these are.

https://theadvisorscenter.wordpress.com/2009/07/26/the-vendor-event/

Eliot

Guide: The folks that call on you usually know more about their stuff than anyone.

Action item: Appreciate them and consider showing them your appreciation.

© 2012 The Advisors Center, LLC – All Rights Reserved

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Tax Season Survival Kits – Update 2011

 

For our accounting friends, “It’s the most wonderful time of the year” (hum it?).

Long hours, not much sleep, poor diet, not well rested – so what can you do to help?

How can you impress these weary tax warriors?

It is time to send – The Tax Season Survival Pack!

This is a nice package of food and goodies for their office. Whether its Hickory Farms, Swiss Colony or a giant food basket from your favorite market or vendor, send one.

Make sure it is enough to feed the crew for a day or two.

Enough for them to say, “Wow, isn’t that nice” – because it is!

They work very hard this time of year and will truly appreciate your support.

So the next question is when to have this care package delivered?

You might think near April 15th…nope.

I would suggest March 11th for 2011.

As you may now, April 15 has now become a soft date.  It is very easy and common for folks to go on extension as that date gets closer.

But the best clients they have are the business/corporate clients, whose returns are due March 15th – and they don’t want to go on extension!

Delivering on March 11th is about the time when the nights and days all blur together and the crunch is on. 

Think about it:  your nice package arriving during the heat of battle. A beautiful thing!

Guide – Treat your accounting centers of influence to a treat during their most stressful week of the year

Action Item – Send the Tax Season survival Pack and feed them and their staff.

© 2011 The Advisors Center, LLC – All Rights Reserved

Please leave comments to share with others by clicking the comment link below the title of this article.

The Tax Season Survival Pack

 

For our accounting friends, “It’s the most wonderful time of the year” (hum it?).

Long hours, not much sleep, poor diet, not well rested – so what can you do to help?

How can you impress these weary tax warriors?

It is time to send – The Tax Season Survival Pack!

This is a nice package of food and goodies for their office. Whether its Hickory Farms, Swiss Colony or a giant food basket from your favorite market or vendor, send one.

Make sure it is enough to feed the crew for a day or two.

Enough for them to say, “Wow, isn’t that nice” – because it is!

They work very hard this time of year and will truly appreciate your support.

So the next question is when to have this care package delivered?

You might think near April 15th…nope.

I would suggest March 11th for 2011.

As you may now, April 15 has now become a soft date.  It is very easy and common for folks to go on extension as that date gets closer.

But the best clients they have are the business/corporate clients, whose returns are due March 15th – and they don’t want to go on extension!

Delivering on March 10th is about the time when the nights and days all blur together and the crunch is on. 

Think about it:  your nice package arriving during the heat of battle. A beautiful thing!

Guide – Treat your accounting centers of influence to a treat during their most stressful week of the year

Action Item – Send the Tax Season survival Pack and feed them and their staff.

© 2010 The Advisors Center, LLC – All Rights Reserved

Please leave comments to share with others by clicking the comment link below the title of this article.

Vendor Reps – Sales People or Business Partners?

 

What is your relationship with your vendor reps or product wholesalers?

Do you see them simply as salespeople who call you out of obligation and someone you do not want to take the time to meet with? I would suggest that this could well be a missed opportunity on your part.

Some vendors ARE there just sell you stuff. Others are there to help you solve a problem. They would like to present solutions to business problems that you and many of your peers have experienced.

Over the years, I have learned to distinguish the attributes of the contributing collaborator from the yakking sales guy. The collaborator is genuine, well-trained and knows their craft. They bring a perspective of what is working and what is not working in the field. They are well-trained by companies that have invested plenty of time and money to ensure they bring you value.

Consider allowing some of these well trained professionals into your office. You will know very quickly if they are the real deal. Don’t waste your time or theirs if you don’t connect. If you do connect, they will help with product positioning, marketing ideas, best practices and so much more.

Best of all, you get all this at no cost to you or your staff. Of course, you should not use the products if they are not . Occasionally that may be the case.

More often than not, the product is of high caliber when offered by a true professional.  It always amazes me that the two qualities seem to go together so often.

Guide – Great vendors try to employ great people and usually do.

Action Item – Get to know your vendors as you would any other relationship – they have a lot to offer if you let them.

© 2010 The Advisors Center, LLC – All Rights Reserved

Please leave comments to share with others by clicking the comment link below the title of this article.


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