
The Successful Bookkeeper Podcast EP426: Jeff Bartsch - Telling Your Story: How To Attract & Retain Your Ideal Client - Part 2
Jul 9, 2024
Jeff Bartsch discusses the power of changing our personal and professional stories to attract ideal clients. He emphasizes the importance of asking the right questions, transitioning from bookkeeper to financial guide, implementing profit-first strategies, and crafting meaningful messaging for financial professionals. Bartsch also highlights the benefits of adding advisory services to business operations and unlocking business value through coaching opportunities.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Transitioning from Bookkeeper to Financial Guide
01:49 • 12min
Transformative Financial Guidance and Goal Setting for Clients
14:17 • 3min
Crafting Meaningful Messaging for Financial Professionals
17:41 • 7min
Unlocking Business Value Through Advisory Services and Coaching Opportunities
24:59 • 4min
