12min chapter

The Successful Bookkeeper Podcast cover image

EP426: Jeff Bartsch - Telling Your Story: How To Attract & Retain Your Ideal Client - Part 2

The Successful Bookkeeper Podcast

CHAPTER

Transitioning from Bookkeeper to Financial Guide

Learn about changing your self-perception and identity from a bookkeeper to a financial guide, developing trust with clients, attracting ideal clients, offering valuable services, and providing meaningful interpretations of financial metrics to demonstrate the value of your advisory services.

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