In Episode 45, Sam dives into some practical and powerful habit changes that you can make to improve efficiency as a person and as a professional.

One of the areas where there are often inefficiencies in our day-to-day is that of conversations with others. In the podcast, Sam covers a simple framework to follow to have more effective and effient conversations with clients.

It’s easy to get caught up in the day-to-day operations of a business, without stopping to reflect on what you really want to achieve each month.

This 90-day roadmap is designed to help you build a step-by-step, practical and relevant plan to reach your SMART goals.

In Episode 4: The Art of Difficult Conversations, Sam Dean deep dives on the art of having tough conversations in the workplace. Beginning with first discussing what conversation is and why it’s important, Sam then drills down on two types of conversation that many people find difficult: value conversations and difficult feedback conversations.

As Sam discussed in Episode 21, it’s important that during times of a pandemic, and any type of crisis for that matter whether it be economic, bushfires or something personal, we are offering support to our clients also.

As proactive advisors this will help us to be on the front foot of situations impacting our clients as well as help maintain and strengthen our relationships.

Revolutionise the way your firm processes jobs. The Job Workflow Blueprint helps to provide guidance and a helicopter view around the compliance workflow that occurs on a client job from start to finish.

As bonus material coming out of Sam’s podcast episodes on shifting from an expert to advisor mindset, we have designed a questionnaire you can utilise to self-assess where you are on the spectrum, showing areas for improvement.

Most people struggle with strategy and more importantly the execution of it. It’s not something that only accountants struggle with, it’s universal.  We’ve surveyed and spoken to hundreds of accountants and firms to find out what their major blocks are to growing their businesses and adjusting to the future.

There are some common beliefs and misconceptions that could be blocking your success as an Advisor as well as repelling clients. These are beliefs I’ve seen many of my clients deal with and what I experienced earlier in my journey.

In Episode 9 ‘Takeaways from My Conversation with Greg Gunther’, Sam covers a practical exercise in the step towards making yourself redundant in your own business.

The first step in this process is to review what you are spending your time on every day in order to assess what tasks you can be outsourcing, delegating or deleting!

When I was starting my journey to becoming a proactive advisor, I realised that I needed to take charge of the client relationship and to deliberately change the conversation. To be the one to instigate and open the dialogue well before my client does. At this stage, there were a couple of things that I struggled with.