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Client Conversation Coach

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Manage episode 467288189 series 2613220
Content provided by Dan DeLong & Michelle Long, Dan DeLong, and Michelle Long. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan DeLong & Michelle Long, Dan DeLong, and Michelle Long 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.

Mike Milan will be joining Matthew and Dan to discuss ways to start a conversation with clients to build value and share advisory conversations
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction to Earmark App and Course Enrollment
01:08 Welcome to QB PowerHour Webinar Series
01:34 Meet the Hosts and Guest Speaker
01:53 Client Conversation Techniques with Cashflow Mike
03:05 Understanding the Client's Perspective
16:06 The Compass Technique and Nudge Pact
35:09 Clearing the Noise: Starting Conversations Right
37:08 Exploring Deeper: Getting to the Root of Issues
39:02 Using the Crowbar Technique
40:04 The Mirror Moment: Solving Problems Through Stories
50:46 Client Conversation Coach in Action
50:52 Interactive Demo: Visualizing Solutions
58:00 Membership and Support: Becoming Part of the Community
01:01:59 Final Thoughts and Upcoming Topics

  continue reading

137 episodes

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Client Conversation Coach

QB Power Hour Podcast

17 subscribers

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Manage episode 467288189 series 2613220
Content provided by Dan DeLong & Michelle Long, Dan DeLong, and Michelle Long. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan DeLong & Michelle Long, Dan DeLong, and Michelle Long 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.

Mike Milan will be joining Matthew and Dan to discuss ways to start a conversation with clients to build value and share advisory conversations
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction to Earmark App and Course Enrollment
01:08 Welcome to QB PowerHour Webinar Series
01:34 Meet the Hosts and Guest Speaker
01:53 Client Conversation Techniques with Cashflow Mike
03:05 Understanding the Client's Perspective
16:06 The Compass Technique and Nudge Pact
35:09 Clearing the Noise: Starting Conversations Right
37:08 Exploring Deeper: Getting to the Root of Issues
39:02 Using the Crowbar Technique
40:04 The Mirror Moment: Solving Problems Through Stories
50:46 Client Conversation Coach in Action
50:52 Interactive Demo: Visualizing Solutions
58:00 Membership and Support: Becoming Part of the Community
01:01:59 Final Thoughts and Upcoming Topics

  continue reading

137 episodes

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