This is a guest post by Andrew Van De Beek, Founder and Head of Purpose at Illumin8 – a Xero Platinum Partner.
If you’re anything like me, each year as tax time rolls around, you find yourself inundated with ‘quick questions’ from clients. Naturally, they tend to range in complexity and, as a result, so too does the amount of time it takes to quickly respond. However, this is also when many of our clients rely on us the most, and how we respond is a chance to reinforce trust and value within those relationships.
As advisors, understanding the questions we’re likely to come across – before they’re asked – helps in preparing personalised answers with the right information. It also saves our inboxes (and mental capacity) from becoming overloaded. With the help of my peers, I’ve compiled ten questions that many advisors are likely to be asked in the coming months. While this list offers advice, only you know what’s best for your clients – simply take from it what you need to do what you do best.