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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.
29:40

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Transition from bookkeeper to financial guide can enhance services.
  • Effective client communication and tailored messaging are key for attracting ideal clients.

Deep dives

Transforming Identity from Bookkeeper to Financial Guide

Changing the identity from a traditional bookkeeper to a financial guide can significantly impact the services offered. By viewing oneself as a financial guide rather than just a compliance-focused professional, the narrative shifts. This change in perspective allows for a transition towards offering advisory services, leveraging existing client trust and expertise to guide clients in making better financial decisions.

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