Post 484 by Gautam Shah
Professionals and clients seek each other in a variety of ways. A client can go about it without any inhibitions, whereas a professional can go about it with certain restrictions, depending on the type ethics followed by the profession. Client and professional come to know about each other primarily through intermediaries like friends, relatives and so on. However, in a rare case, the client may contact a professional directly after seeing or experiencing the work as a real entity, sketch or a publication about it.
A lay-person as an Individual is always free to appoint any person as an adviser or helper for the professional services. Here no Government regulations or rules of the professional bodies like council or guild can be operative. Perhaps by dealing with ‘unrecognized professional’ one may not get legal protection or redressal.
When an organization, as a client is not allowed, or authorized to deal with any professional, on a person to person basis; a process for an appropriate selection of a professional is required. The process of selection begins with invitations offered to:
- any competent member of society,
- member of bodies with a certain level of competence
- members of a body who necessarily have certain level of competence.
- persons belonging to a certain geographical region, experience, age, sex, nationality, religion.
For complex jobs, selection of a professional is done through a competition, wherein professionals are required to tackle certain essential components of the job, or offer a holistic concept towards the issue.
A client may not contact a professional, unless there is some foreknowledge, reference or suggestion by someone. This usually comes through another professional, like a financial adviser. Members of the society usually know where and how to locate professionals of well established or traditional fields. However, in newer branches of human skills, the professional and the client do not have an appropriate forum to interact. In such situations, the intermediary professionals help to bring together the potential clients and professional.
A professional on realizing a person’s potential as a client, may seek the person directly or through a mutual acquaintance or a friend. However, if the person concerned is a potential client in the official capacity (employed official of Government or private organization), than an official appointment with the clear declaration of intent is necessary.
A professional can seek a client in a variety of ways. Most of the professional bodies regulate a professional’s exposure and consequently the behaviour with the society in general and with potential clients in particular. Many professional bodies discourage direct advertisements by professionals to seek clients and assignments. “An advertisement however effective cannot project the professionalism or the competence of a professional”. It provides an undue advantage to the user.
Most professional organizations believe that professionals should receive jobs in proportion to their professionalism and not their capacity to project through media. Paying out any consideration or any promise to that effect, to procure a job is also considered unethical. Problems of this ground arise; when a person is a client on the basis of the official position (so is capable of selecting / appointing and compensating a professional).
Cultivation of social contact is the most common method for a professional to come into contact with a potential client. Other Personal approaches include, specific letters, generalized bulletins, telephonic calls and face to face meetings. The impression created through a meeting or telephonic call may not be of desired type and intensity. Letters are very objective, last longer but have to be brief to be effective. Professionals get clients from other professionals. Here their competence is assured by the referring person.
Bio-data or resume is ever lasting, and very effective medium of exposure. Bio-data may contain basic information about the person, professional achievements and competence. Bio-data could be a very specific document, prepared (tailor made) for a potential client or could also be a generalized document that may serve to a set of potential clients with similar needs. Bio-data could be a very general introduction, good for any person whether potential client or a lay person.
A bio-data that is tailor made, may reveal or emphasize data that is relevant to that particular exposure. Concealment or non emphasis of data in such a bio-data is intentional and is generally not unethical though could be malafide. General bio-data tends to create impression of a commodity pamphlet. Creative professionals generally do not favour this type of medium. Internet has become an ideal medium for placing a Bio-data. A digital document is very flexible and accessible worldwide.
In dealings with clients, what kinds of behaviour, actions or attitude are considered as unethical, malafide or bad, varies from country to country, region to region, profession to profession, and time to time. In professions where rules regarding behaviour have not been formalized, it may vary even from a professional to professional.