Accounting Answers Podcast Personal Net Worth, the Accountant's Secret Weapon
This is the Accounting Answers Podcast, hosted by Rob Brown. Formerly known as the Best Practice in Accounting Podcast, this show asks and answers critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals.
Episode 14. In today's interview, "Personal Net Worth, the Accountant's Secret Weapon."
Key takeaways from this episode include:
☑ what a good accountant does when talking to a client and what a great accountant does better
☑ how a personal net worth position helps the clients of accountants and CPAs
☑ why the individual's goals matter as much as the company's goals for the clients of accounting firms
☑ where the 'personal net worth' conversation can lead a good accountant with additional services and recommendations
☑ how the 'compliance mindset' of many accountants closes down higher level conversations with their clients
☑ why the best accountants recognise they need to have the questions more than the answer to serve clients
☑ the 'phrase that pays' for accountants and CPAs to position the personal net worth conversation with clients
Action - focus on the personal as well as the business side of accounting clients to (1) serve them more diligently and (2) create more advisory opportunities.
Tune into more on this daily show for short, sharp episodes that keep you informed of what's happening in the accounting world and the whole ecosystem of consultants, organizations, vendors and advisors who serve them.
To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events
◣━━━━━━━━━━━━━━━━━━━━◢
Thanks to our sponsors:
CPA Trendlines. Actionable intelligence for the professional tax, accounting and finance community. Facts and figures, insights and implications, news, trends, tips and research serving more than 500,000 tax, accounting and finance professionals from around the world. go to https://cpatrendlines.com to sign up for free email updates.
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
You can also check out other Accounting Influencers Shows on YouTube:
Mentioned in this episode:
Dead Show / YouTube
This is for episodes in Networks we no longer use