Jason Holden has been saying plenty about how to select an accountant who will be an advisor but there's one thing he misses in my opinion. Language.
Let's say you're a builder. When talking to your advisor, would you expect him/her to know what a reduced level dig is about and the cost implications on a contract of a sandy substrate? Say you're a nursing home operator – do you think the advisor should know about spend management on food supplies? How about if you run a nightclub that has live acts – would the advisor know about gig over-riders?
If they do, then there is a fair chance that when seeking advice, you'll have overcome the first hurdle in building a relationship – speaking the same language.
There is a catch. These business specific terms and their business implications are not learned overnight. One way you could think about helping the professional advisor – yes…they need your help as well…remember we're talking relationship…is to run a blog site where you talk about the things that matter to you in business. A great example is Stormhoek, the vinyard blog for a South African winery. It's a roaring success. As is English Cut, a blog by a bespoke tailor. And let us not forget Tinbasher. The name should give you a decent clue.
Of course this cuts the other way. The professional advisor who fails to offer you insights into the profession that are useful to you and written in a language you can understand is not much good to you. Are they?