Jason On Firms Podcast 387 The Argument To Deliver Client Work With a VIDEO
Dec 19, 2024
Derek Foote, an experienced solo firm runner, shares his insights on transitioning to video for delivering tax services. He discusses the efficiency and personal connection video fosters with clients, while tackling challenges like self-judgment and busy tax seasons. The conversation also explores the use of AI avatars in client interactions, effective video creation techniques, and the significance of proactive client engagement. Moreover, he emphasizes nurturing long-term client relationships and the importance of community connections in solo practices.
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Transition to Video Delivery
- Derek Foote transitioned to delivering tax returns via video.
- This change was inspired by other professionals and a desire for a more personal approach.
Embrace Imperfection
- Don't get hung up on minor imperfections in your videos.
- Embrace authenticity; clients appreciate seeing you as a normal person.
Focus on Value, Not Vanity
- Focus on providing value to clients through your expertise.
- Repetition builds confidence, so keep practicing video recordings.