These are the keys to trust between advisor and client
Posted: Sun Dec 15, 2024 6:50 am
hen we start a business, there are mainly two different facets. On the one hand, there is the field that we dominate or can come to dominate over time. This is what we have experience and knowledge of . Many aspects can be handled competently by the team of people working in the company.
On the other hand, there is everything that we do not master . Sometimes, it is possible to train ourselves to acquire new skills that are essential to be able to develop the business. However, it is not always possible to acquire the knowledge and experience necessary to carry out these tasks. In addition, in many cases it is expensive to access the material means to carry them out.
This is where the figure of the external advisor comes into play . This is a person or entity that is responsible for assessing a facet of the business and proposing the best solutions for it. Here an important distinction arises between different types of advisors. On the one hand, we find those whose mission is to prepare reports that advise us on some aspect. On the other hand, there are those who, in addition to giving advice, materially carry out some task.
Some areas are particularly suited to external advice. Many companies, especially SMEs, hire professionals to advise them on matters such as accounting , labour , legal, tax, IT, engineering , etc.
Additionally, there are less common areas , but where the value of advice can be enormous for the client. For example, this may be the case of advice received from specialists in internationalization in complex markets, advice on the implementation of new protocols, etc.
In addition, some companies have internal advisory services . These are employees who, normally located outside the hierarchical line, issue reports in which they advise the different departments of the company on some subject.
How to choose an advisor?
In general terms, we can say that the four most transportation email list important elements when choosing an advisor are price , quality of service , adaptability and trust . Regarding the price, it is important that it is adjusted to our possibilities, but also to the circumstances of the market. On the other hand, it should be as transparent as possible, that is, the billable concepts should be as clear as possible.
Quality of service becomes especially important when the assignments are not limited to specific tasks. For example, this would be the case when there are multiple possible solutions to our requirements. Finding the most suitable one for our business can more than compensate for a higher outlay.
Adaptability is very important. At a given moment, we may be interested in expanding the services we hire, seeking the services of other advisors for specialized services that we do not master, connecting through different channels of our choice, etc. In addition, it is very convenient for advisory firms to be willing to offer new valuable services as time goes by. Each moment has its specific needs and the advisor must accompany their clients in this process.
However, without trust, everything else loses value . The advisor's activity impacts the development of the business. Trust between advisor and client is of particular importance in decision-making. The best recommendations may be of no use due to a lack of trust.
On the other hand, there is everything that we do not master . Sometimes, it is possible to train ourselves to acquire new skills that are essential to be able to develop the business. However, it is not always possible to acquire the knowledge and experience necessary to carry out these tasks. In addition, in many cases it is expensive to access the material means to carry them out.
This is where the figure of the external advisor comes into play . This is a person or entity that is responsible for assessing a facet of the business and proposing the best solutions for it. Here an important distinction arises between different types of advisors. On the one hand, we find those whose mission is to prepare reports that advise us on some aspect. On the other hand, there are those who, in addition to giving advice, materially carry out some task.
Some areas are particularly suited to external advice. Many companies, especially SMEs, hire professionals to advise them on matters such as accounting , labour , legal, tax, IT, engineering , etc.
Additionally, there are less common areas , but where the value of advice can be enormous for the client. For example, this may be the case of advice received from specialists in internationalization in complex markets, advice on the implementation of new protocols, etc.
In addition, some companies have internal advisory services . These are employees who, normally located outside the hierarchical line, issue reports in which they advise the different departments of the company on some subject.
How to choose an advisor?
In general terms, we can say that the four most transportation email list important elements when choosing an advisor are price , quality of service , adaptability and trust . Regarding the price, it is important that it is adjusted to our possibilities, but also to the circumstances of the market. On the other hand, it should be as transparent as possible, that is, the billable concepts should be as clear as possible.
Quality of service becomes especially important when the assignments are not limited to specific tasks. For example, this would be the case when there are multiple possible solutions to our requirements. Finding the most suitable one for our business can more than compensate for a higher outlay.
Adaptability is very important. At a given moment, we may be interested in expanding the services we hire, seeking the services of other advisors for specialized services that we do not master, connecting through different channels of our choice, etc. In addition, it is very convenient for advisory firms to be willing to offer new valuable services as time goes by. Each moment has its specific needs and the advisor must accompany their clients in this process.
However, without trust, everything else loses value . The advisor's activity impacts the development of the business. Trust between advisor and client is of particular importance in decision-making. The best recommendations may be of no use due to a lack of trust.