Urgent v important a 10-Minute solution

If your house is on fire there is no time for considering how to improve your sprinkler system, you need to put out the fire.

Professional advisers have to chose the urgent in preference to the important every day. Practitioners know all too well that with the best of intentions, as soon as you sit to tackle your “important” to-do list, the phone will ring, a worried member of your staff will knock at your door or the post will deliver unexpected challenges from HMRC that will require immediate action.

And there is no let-up in this process. Which begs the question: How can we make time for the “important” tasks?

Bob’s take on this article

You will gain insights on the following points:

    • Distinguish what is important and what is urgent
    • Consider strategies to make time for the important issues
    • How to use our Fee Builder 10-Minute Task to benefit clients and deal with specific “important” opportunities…

Blue-sky days

One solution may be to close up shop for a day, decamp to a remote location where there’s no phone signal and brainstorm those important issues that never see the light of day.

Unfortunately, its one thing to identify what is important, its quite another matter to actually implement the required action as the following day, its back to fire-fighting.

Small steps approach

In a previous post on this blog Small steps can lead to incremental benefits we advocated the idea that it may be possible to break down important tasks and take action one step at a time. This approach has merit. However, you still have to decide which small steps to take…

Try our 10-Minute Task

One solution may be to test specific issues. For example, in July 2020, Our Fee Builder program looks at the opportunities to assist clients with difficult choices: should they continue to employ staff or lay them off as CJRS unwinds and closes 31 October 2020. And importantly, what effect will this have on the future capacity of the business to stay profitable?

To demonstrate that this strategy can be accommodated in your busy schedule we have added a 10-Minute Task to Fee Builder’s implementation check list.

For July, the 10-Minute Task is to chose a relevant client and make one phone call.

The call should open up a useful planning session with the client that could lead to ongoing consultancy work. It will also serve as proof – and a blueprint – to roll-out the process with other clients.

Try out this process with our compliments…

Access current month’s Fee Builder content – no charge

We would like to offer you the opportunity to sample the current month’s Fee Builder ideas on a complimentary basis. To do this all you need to do is complete our online order form. No fees will be charged for 30 days and if you see no value in the service you can cancel before these fall due for payment.

In conclusion

Firefighting will continue to be an inevitable consequence of the work we do. Hopefully, if you take advantage of the low-cost resources that Fee Builder affords you will start to see that you can continue to put out fires without excluding consideration of your sprinkler system.

Bob Edwards

Bob has been working with practices across the UK offering novel ways to improve cross-sales and increase new client acquisitions. He is also interested in "step changes" in legislation that offer challenges, and therefore opportunities, for practitioners to provide new recurring and one-off support services to clients.

Leave a comment