Client verification obligations (know your client)

Client verification obligations (know your client)

In both individual coaching sessions and at a recent meeting of one of the groups of firms I facilitate, this topic came up and there was some uncertainty about what is expected of accountants. I struggled to find information on this that was practical for accountants...
Put yourself in the shoes of each client

Put yourself in the shoes of each client

I’ve recently had a couple of hotel experiences which have reinforced the importance of being able to put yourself in the shoes of your clients and understand what they are thinking, feeling and doing at each stage of their journey with you. Hotel Experience 1 Well...