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Show notes: thetaxprofessionalspodcast.com/TTPP77
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You’ll Learn
- Overview of Ben’s career and what a portfolio finance director is
- (17:15) Why Ben has limited his services, not providing the full range of accountancy services, and why it’s good to restrict your tax services
- (20:00) How to get prospects or contacts to know how you can help them so they know to come to you or when to introduce you to a contact, and how to get people to see value in your advice
- (36:30) How to manage the situation where a client or prospect asks you to do something outside of your specialism or the services you are willing to provide and not damage your relationship with them
- (44:00) A discussion around referring and how Ben operates in this space – to introduce and be introduced – with it reflecting well on him in both cases
Resources
Masterclasses, including:
- Tax Advice Masterclass
- Tax Research Masterclass
TTPP23: The Benefits of Having Your Own Tax Specialism/Niche (& Tips to Choose Yours!) with Sofia Thomas