Sam talks with Relevate Consulting’s Avon Collis about the value of retaining customer information through the use of a solid Client Relationship Management (CRM) System.

As a CRM and Marketing Automation Specialist, Avon is focussed on helping organisations build stronger relationships with their clients, by making it easier to improve the customer experience.

Sam talks to Paul Jansz of The Professional Partners, an accounting network collaborating with accounting firms and financial advisory firms to offer niche opportunities to their clients,  disrupting the traditional client service model. 

“Lead with love not fear”. That’s just one of the mantras that David Woods applies in his unique approach to accounting and tax planning at Active Accounting Group in Newcastle. In episode 66, Sam explores this philosophy and more as she speaks with David on why it’s imperative to make personal connections and develop collaborative relationships with clients.

We explore this pivotal question for our fellow Tax Accountants: What if tax planning was the starting point in your engagement process with clients, instead of a rushed add-on service at the end of the year?

Sam has a brilliant conversation with Bruce Coombes, the CEO of QuickFee. This is a very uncertain time but it's also a time of great opportunity for accountants and business advisors to really serve their clients. The value and power of conversation with your clients right now is so important, but you also need to get paid.

Sam Dean covers the third stage of the workflow. Sam explains what the helicopter review is and why you need it, as well as what you need to cover in the job debrief meeting that you need to have. She also covers the opportunity meetings and importance of reframing our conversations with our clients.

Sam begins the conversation around renovating what you do every day to get time back in your accounting practice and ultimately, grow your business. Following on from the interview with Mark Calleja, Sam has put together the next few podcasts as a series to look at how to create space in your business to make the shifts needed to move from expert to advisor.

Sam looks at how we might take what David Masefield taught us about using a knowledge based model (his blog) to educate his market and drive business to gaps in the market outside the sale of the traditional big ticket market and how we can parallel this to think a little differently about how we offer services.

Sam dives deeper still into the mindset shifts that accountants and advisors need to make to have better conversations with clients, build different styles of businesses and meet or even be the disruption in a more agile way going forwards.