Evolving Client Engagements & Meetings

Pulse of the Practice

#Business #Accounting #Advisoryservices #Cpafirm #Futureofaccounting #Thomson Reuters #Entrepreneur #Video #CPA

10:41

Are you tired of releasing episodes week to week and getting no download growth? In this episode, I’m kicking off a brand-new series where I’ll be breaking down the exact strategies you need to expand your podcast audience—starting with the essential foundations. In this first episode, I’m covering: Why podcast growth matters (and why it’s NOT just about big numbers) The 3 core growth strategies: organic, collaborations, and paid growth What sustainable, realistic growth actually looks like Whether you’re just getting started or looking to scale, this series will give you the tools you need to grow your show strategically. Today's episode is brought to you by Mic Check Society , our community for podcasters who are looking to take their podcast from good to great. Come join us for educational trainings, a private member's only community, and monthly calls! Get $10 off per month with code PODCAST at micchecksociety.com . Clocking In with Haylee Gaffin is produced by Gaffin Creative , a podcast production company for creative entrepreneurs. Learn more about our services at Gaffincreative.com , plus you’ll also find resources, show notes, and more for the Clocking In Podcast. Time-stamps: Why podcast growth matters (2:09) Three pillars of podcast growth (3:39) Organic growth (3:52) Collaboration and borrowing audiences (4:31) Paid growth opportunities (5:11) What sustainable growth looks like (6:36) Connect with Haylee: instagram.com/hayleegaffin Gaffincreative.com micchecksociety.com Review the Transcript: https://share.descript.com/view/Plzue2YOIAh Hosted on Acast. See acast.com/privacy for more information.…

about a year ago 25:40

MP3•Episode home

Navigating tax season can be challenging but rewarding.
Younger clients often prefer electronic communication over in-person meetings.
Generational shifts are changing client expectations in the tax industry.
Meetings should focus on knowledge transfer rather than routine tasks.
Clients today are more dismissive of their financial responsibilities.
Effective communication is key to understanding client needs.
Legacy clients may require different engagement strategies than new clients.
The role of technology in client interactions is increasingly important.
Firms must adapt to changing client dynamics to remain competitive.
Team collaboration is essential in managing client relationships.

Keywords: tax season, client engagement, generational shifts, meetings, client dynamics, tax returns, electronic communication, legacy clients, firm culture, client expectations

125 episodes

Evolving Client Engagements & Meetings

Pulse of the Practice

published about a year ago

MP3•Episode home

Navigating tax season can be challenging but rewarding.
Younger clients often prefer electronic communication over in-person meetings.
Generational shifts are changing client expectations in the tax industry.
Meetings should focus on knowledge transfer rather than routine tasks.
Clients today are more dismissive of their financial responsibilities.
Effective communication is key to understanding client needs.
Legacy clients may require different engagement strategies than new clients.
The role of technology in client interactions is increasingly important.
Firms must adapt to changing client dynamics to remain competitive.
Team collaboration is essential in managing client relationships.

Keywords: tax season, client engagement, generational shifts, meetings, client dynamics, tax returns, electronic communication, legacy clients, firm culture, client expectations

125 episodes

#Business #Accounting #Advisoryservices #Cpafirm #Futureofaccounting #Thomson Reuters #Entrepreneur #Video #CPA

All episodes

Pulse of the Practice

1
The Intersection of Wealth Management and Tax Planning 33:44

8 days ago33:44

33:44

Summary In this episode, Mo Arbas and Paul Miller engage with Michael Foguth, a prominent figure in the financial services industry. They discuss Michael's journey into financial services, the importance of tax planning, current trends in wealth management, and the role of AI in enhancing client relationships. The conversation emphasizes the need for collaboration between financial advisors and tax professionals to provide comprehensive services to clients. Michael shares insights on how to educate clients about financial strategies and the future of advisory services in a rapidly changing landscape. Takeaways Michael Foguth's journey into financial services was inspired by personal experiences with financial literacy. The importance of tax planning is often overlooked in favor of tax preparation. AI will enhance efficiency in financial services but will not replace the human element. Collaboration between financial advisors and tax professionals is crucial for client success. Clients need to understand the value of financial strategies beyond just costs. Financial literacy should be a priority in education to empower individuals. The future of financial advisory services lies in integrating various financial services for clients. Understanding client emotions is key to effective financial advising. The financial services industry is evolving, and firms must adapt to stay relevant. Planning for taxes should be a year-round process, not just at tax time. Keywords financial services, wealth management, tax planning, Michael Foguth, AI in finance, collaboration, financial literacy, retirement planning, advisory services, family office…

Pulse of the Practice

1
The Challenge of Balancing Technology and Client Needs 27:52

19 days ago27:52

27:52

Summary In this conversation, Mo Arbas and Paul Miller discuss the complexities of client management in the advisory sector, emphasizing the importance of proactive engagement and understanding the annual client cycle. They explore the challenges of balancing technology with client needs, the significance of routine communication, and the necessity of shifting mindsets regarding tax preparation. The discussion highlights strategies for building successful client relationships and managing expectations throughout the year. Takeaways Technology can be a double-edged sword in client management. Learning to say no is crucial for prioritizing tasks. Client relationships are ongoing and require continuous engagement. Tax filing should be a routine part of a larger process. Proactive communication can prevent last-minute rushes. Understanding the annual client cycle is essential for effective management. Routine check-ins can alleviate end-of-year stress. Clients often view tax preparation as just another step in the process. Effective client management requires clear scope and engagement definitions. Building a knowledge base can enhance client communication and service. Keywords: technology, client management, annual cycle, proactive engagement, communication, tax preparation, client relationships, advisory services, workflow, business strategy…

Pulse of the Practice

1
Evolving Client Engagements & Meetings 25:40

5 weeks ago25:40

25:40

In this conversation, Mo and Paul discuss the challenges of navigating tax season, the evolving nature of client engagements, and the generational shifts in client expectations. They explore the role of meetings in client relationships, emphasizing the need for effective communication and understanding client dynamics. The discussion highlights the importance of adapting to new client behaviors and the necessity of balancing traditional practices with modern expectations. Navigating tax season can be challenging but rewarding. Younger clients often prefer electronic communication over in-person meetings. Generational shifts are changing client expectations in the tax industry. Meetings should focus on knowledge transfer rather than routine tasks. Clients today are more dismissive of their financial responsibilities. Effective communication is key to understanding client needs. Legacy clients may require different engagement strategies than new clients. The role of technology in client interactions is increasingly important. Firms must adapt to changing client dynamics to remain competitive. Team collaboration is essential in managing client relationships. Keywords: tax season, client engagement, generational shifts, meetings, client dynamics, tax returns, electronic communication, legacy clients, firm culture, client expectations…

Pulse of the Practice

1
The Future of Advisory Services: Embracing AI 25:30

7 weeks ago25:30

25:30

In this episode, Mo and Paul discuss the evolving landscape of advisory services in the context of AI and technology. They explore how AI tools like ChatGPT are being integrated into client interactions, the importance of maintaining a human element in advisory roles, and the future implications for professionals in the industry. The conversation highlights the need for advisors to adapt to changing client expectations and the potential for AI to enhance, rather than replace, the advisory relationship. AI is becoming increasingly efficient in client interactions. Advisors must focus on implementation, not just information. The human element in advisory services remains crucial. Clients are using AI for financial advice more frequently. Advisory roles will evolve with technology advancements. AI can serve as a valuable tool for advisors. Understanding client needs is essential in a tech-driven world. The pace of change in the industry is accelerating. Advisors should embrace AI to enhance their services. Starting to use AI tools can lead to significant efficiencies.…

Pulse of the Practice

1
Why Should I Reset a Relationship? 31:07

9 weeks ago31:07

31:07

Paul and Mo discuss how important it is to reset a client relationship and provide tips on how to do that on a regular basis.

Pulse of the Practice

1
2025 Kickoff! 22:08

11 weeks ago22:08

22:08

Paul and Mo are back to check on the pulse of the practice!

Pulse of the Practice

1
A Year in Review 26:01

21 weeks ago26:01

26:01

It's bittersweet moment as Paul and Mo reflect on key moments this year and what they're looking forward to in 2025.

Pulse of the Practice

1
Are Your Ready to Advise? 12:22

23 weeks ago12:22

12:22

Paul and Mo discuss the new AI-powered tech with Ready to Advise during Thomson Reuters SYNERGY.

Pulse of the Practice

1
What does the number 200 mean? 10:12

24 weeks ago10:12

10:12

Mo surprises Paul with a special Pulse of the Practice Anniversary announcement.

Pulse of the Practice

1
SafeSend 23:31

32 weeks ago23:31

23:31

Paul and Mo are joined by Adrian Johnson, Chief Product Officer with SafeSend. They discuss how the use of technology has helped many firms address challenges within their workflow, both on the front-end and on the back-end, and how this is an ongoing evolution and growth.

Pulse of the Practice

1
BDO Alliance USA 26:26

33 weeks ago26:26

26:26

Paul and Mo are joined by Michael Horwitz, Executive Director of BDO Alliance USA. They discuss recent trends in the profession, challenges, and opportunities.

Pulse of the Practice

1
Evaluating Relationships 26:02

35 weeks ago26:02

26:02

Paul and Mo have a casual conversation about tax deadline, challenging relationships, evaluating and grading those relationships, and how to communicate scope changes to clients.

Pulse of the Practice

1
Beyond the Tax Return 26:02

36 weeks ago26:02

26:02

In this week's episode, Paul and Mo are joined by Brady Lievens, Chief Revenue Officer with Protection Plus. They discuss notices and audits and how Protection Plus partners with, and offers Tax and Accounting firms defense services.

Pulse of the Practice

1
Back to School! 25:32

37 weeks ago25:32

25:32

In this week's episode, Mo goes back in time.. into the school days, and asks Paul about student loans and tax and planning stragies.

Pulse of the Practice

1
A Firm's Acquistions and a Leader's Coaching Mindset 22:17

39 weeks ago22:17