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Content provided by Hector Garcia, CPA, Hector Garcia, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hector Garcia, CPA, Hector Garcia, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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REFRAME PODCAST: With Phil Jones

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Manage episode 450264098 series 1521349
Content provided by Hector Garcia, CPA, Hector Garcia, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hector Garcia, CPA, Hector Garcia, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, we dive into building influence and trust in client relationships with insights from Exactly What to Say author Phil Jones and CPAs Hector and Carlos Garcia. They discuss how accountants can reframe “selling” as “serving,” communicate value beyond price, and move from technical experts to trusted advisors. Learn practical strategies like using “magic words” to guide conversations, setting clear client expectations, and staying curious to strengthen client connections. Perfect for accounting professionals looking to elevate client relationships and communicate with impact.

Timeline:

  • Reframe Selling as Serving - (00:00)
  • Articulate Value Beyond Price - (02:27)
  • Transform from Technician to Advisor - (05:15)
  • Curiosity as the Key to Better Relationships - (11:10)
  • Communicate with Precision: The Power of “Magic Words” - (15:18)
  • Set Clear Expectations - (19:51)
  • Leverage Guarantees to Show Commitment - (22:16)
  • Slow Down to Speed Up Results - (31:06)
  • Influence with Integrity: Intentions Matter - (48:29)

  continue reading

67 episodes

Artwork
iconShare
 
Manage episode 450264098 series 1521349
Content provided by Hector Garcia, CPA, Hector Garcia, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hector Garcia, CPA, Hector Garcia, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, we dive into building influence and trust in client relationships with insights from Exactly What to Say author Phil Jones and CPAs Hector and Carlos Garcia. They discuss how accountants can reframe “selling” as “serving,” communicate value beyond price, and move from technical experts to trusted advisors. Learn practical strategies like using “magic words” to guide conversations, setting clear client expectations, and staying curious to strengthen client connections. Perfect for accounting professionals looking to elevate client relationships and communicate with impact.

Timeline:

  • Reframe Selling as Serving - (00:00)
  • Articulate Value Beyond Price - (02:27)
  • Transform from Technician to Advisor - (05:15)
  • Curiosity as the Key to Better Relationships - (11:10)
  • Communicate with Precision: The Power of “Magic Words” - (15:18)
  • Set Clear Expectations - (19:51)
  • Leverage Guarantees to Show Commitment - (22:16)
  • Slow Down to Speed Up Results - (31:06)
  • Influence with Integrity: Intentions Matter - (48:29)

  continue reading

67 episodes

All episodes

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