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Tina McGill: How to Create Lasting Client Impact | The Disruptors
Feb 18, 2025
Tina McGill, founder of MMAS CPA, shares her insights from transitioning into public accounting, focusing on delivering true value to clients. She discusses the importance of understanding client needs beyond mere data delivery. Tina emphasizes the role of technology in improving client communication and highlights innovative strategies for building lasting relationships. Additionally, she talks about the significance of flexibility in employee practices and the advantages of listening to clients to navigate advisory success.
01:10:30
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Quick takeaways
- Encouraging clients to look beyond Profit and Loss statements fosters better decision-making and a holistic view of financial health.
- Engaging in advisory services through regular meetings enhances client relationships by providing tailored solutions to their pressing concerns.
Deep dives
Understanding Client Financials
Many clients primarily focus on their Profit and Loss (P&L) statements and bank balances, as these are the numbers they find most comprehensible. This limited view can hinder their ability to make informed decisions about their financial well-being. It is crucial to shift clients' mindsets away from solely relying on these metrics by providing them with actionable insights that connect these numbers to their overall business health. By fostering a deeper understanding of their cash flow and other financial indicators, clients can take a more holistic approach to managing their affairs.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode