Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals cover image

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

How to Sell Advisory Services at Your Firm w/ Adam Lean

Apr 18, 2024
Guest Adam Lean, CEO of The CFO Project, shares insights on selling advisory services in the accounting industry. Topics include engaging clients through meaningful conversations, the importance of CFO advisory services for firm growth, and navigating cash flow challenges. Strategies for showcasing value, understanding client emotions, and overcoming psychological sales barriers are also discussed.
37:45

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Engage clients by asking open-ended questions about their business for deeper connections.
  • Offer CFO advisory services tailored for small and medium-sized enterprises for strategic guidance.

Deep dives

Uncovering Opportunities Through Conversations

To engage clients effectively, it is crucial to ask questions that elicit meaningful responses. By inquiring about their business history, aspirations, and long-term goals, professionals can initiate a dialogue that uncovers crucial insights. Engaging clients in discussions about their business vision creates a conducive environment for building trust and understanding.

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