Episode 1: Introduction to Conversations with Sam Dean: What is the Advisory Mindset?
Welcome to Conversations with Sam Dean, exploring conversations accountants and advisors can have with their clients to cultivate business mastery.
In this episode, Sam shares a bit about her journey of over three decades in the accounting industry, why she founded BlueprintHQ and what to expect from this podcast going forwards.
Sam then dives deeper into the differences between the Expert Mindset and the Advisory Mindset and why it's so important for accountants to be shifting their mindset towards the advisory in order to have better conversations with their clients, really understand what clients want, and cultivate business mastery.
Do you wrestle with the constant conflict of competing outcomes, adding great value to your clients but struggling to price your services for their true worth? Do you want better connections with your clients, but find yourself under siege from a hectic schedule? Would you like to know how to recover the cost of delivering your premier service?
We work in challenging times. There are the pressures imposed by managing workloads in an industry with peaks and troughs. Then there are the big tech changes that are underway.
You know they’re coming and that business advisory services are the way to go. But do you know how to rebuild your business to take advantage of these new opportunities?
This podcast will help you. Sam will be talking with small businesses of all kinds, sharing their financial stories and finding out what worked for them and what didn’t. All you have to do is listen and learn.
Listen to a snippet
What we cover in this episode
Sam’s background in accounting
Why Sam founded Blueprint HQ and what Blueprint does
What the word ‘mindset’ really means
The difference between and expert and advisory mindset
Why you should shift from expert to advisory mindset
The importance of agility in your business and with the digital disruption coming to our industry
Practical examples of mindset shifts the accounting industry needs
Quotes
“My main mission in life is to help professional services experts, specifically accountants, really reinvent the way we have conversation with our clients.”
“What I want to do is demystify [effective client conversations] within this podcast series, so that we can actually as experts get a really good understanding of what's important to our clients and so we can frame our expertise and tell our stories going forward.”
[On running a business with husband]
“I found out exactly how little I knew about running a business and how I had probably been a little bit arrogant around advising my clients on the Taxes and GST...and of just how lonely it is being a business owner.”
“Mindset takes an awful long time to change and it's very much It's exactly like having successful weight loss, going on exercise program, or any other change that we implement: it's about small, consistent steps done one at a time.”
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