Episode 130: Roger Knecht Resources

Guest Details

Promo Video Link

Short intro video for this podcast episode

Episode introduction copy

It was exciting to welcome Roger Knecht, the president of Universal Accounting, to the Humanise the Numbers podcast. But I wasn't expecting to have what essentially turned into a 45-minutes sales training session with Roger!

Ultimately, this is where the value in this podcast actually lies. Roger is so structured, yet so open, in running through how to construct a sales or client meeting with the paymasters general of your firm – your clients – as well as with your prospects.

Roger has a way of cutting through to a really simple structure, unpacking the motivators that he's discovered from working with firms all over the USA, as he is from across the pond.

I hope you can join us on this interesting conversation with Roger – you'll pick up practical, valuable and powerful insights on how to run better client meetings. You’ll also gain a more global perspective of the profession, one that is relevant to your firm, whether you're in Stoke-on-Trent or Halifax or Canterbury.

Click the link below:

https://humanisethenumbers.online/episode-130-roger-knecht-president-of-universal-accounting-author-and-podcast-host/

Please scroll down the podcast’s episode page for the contact information for Roger and for the additional, downloadable resources mentioned in the podcast.

Tweets For This Episode 

1. Listen to this Humanise The Numbers podcast with Roger Knecht of Universal Accounting as he discusses the 3 core levels of accounting service.

2. Listen to this Humanise The Numbers podcast with Roger Knecht of Universal Accounting as he shares insights around how to have effective conversations with your client.

3. Listen to this Humanise The Numbers podcast with Roger Knecht of Universal Accounting as he talks about the importance of being curious and of listening properly.

https://humanisethenumbers.online/episode-130-roger-knecht-president-of-universal-accounting-author-and-podcast-host/

LinkedIn Posts For This Episode

1. Listen to this Humanise The Numbers podcast with Roger Knecht of Universal Accounting as he discusses how the accountant acts as the business owner client’s interpreter or translator of the numbers of their business. He talks about how the business communicates to its owners in the numbers and how the role of the accountant is to translate those numbers and extract the key takeaways, insights and observations.

2. Listen to this Humanise The Numbers podcast with Roger Knecht of Universal Accounting. Roger talks about the 3 core services accountants offer to clients – bookkeeping and accounts, tax planning and preparation, and CFO and advisory services – and the client's value perception of these services.

3. Listen to this Humanise The Numbers podcast with Roger Knecht of Universal Accounting. Roger discusses the question 'Therefore what?' and shares a story of how he assisted a client with cashflow struggles, helping him change the way he managed his cash so he was able to be excited about growing his business.

4. Listen to this Humanise The Numbers podcast with Roger Knecht of Universal Accounting. Roger talks us through how to run a client meeting and why it is important to be genuinely curious about your client's business. When you run a meeting the way Roger describes, the conversation naturally leads to what you do and how you can help them.

5. Listen to this Humanise The Numbers podcast with Roger Knecht of Universal Accounting. Roger discusses the importance of really listening to your clients. He shares that summarising what the person you are speaking to has just said demonstrates that you are really listening to them.

6. Listen to this Humanise The Numbers podcast with Roger Knecht of Universal Accounting. Rogers talks about being curious and interested in your business owner client's business, their business model, how they came to be in business in the first place and their goals and aspirations. When you do this, you will engage properly with them, as all business owners want to talk about their business.

7. Listen to this Humanise The Numbers podcast with Roger Knecht of Universal Accounting. Roger shares the STAR program and how it builds within his team a culture based on accountability around KPIs.

He talks about the metrics that everyone has, and that they all serve one key metric. The STAR program (Strength, Trust, Acknowledge, Recognition) focuses on the things over which they have control. You can listen to the details of this program and how it impacts his team here.

8. Listen to this Humanise The Numbers podcast with Roger Knecht of Universal Accounting. Roger shares the importance of tools, training and temperament in the STAR Program and why temperament is very important in his firm. He wants no distractions, no drama, and aims to extract toxicity. Listen here.

9. Listen to this Humanise The Numbers podcast with Roger Knecht of Universal Accounting. Roger talks about understanding what motivates your team, sharing 4 key motivators. It is important to know your team and which of the key motivators is of most relevance to each of them. He shares an example of working at the weekend and using the right motivator, and why you need to meet your people where their need is. Listen here.

https://humanisethenumbers.online/episode-130-roger-knecht-president-of-universal-accounting-author-and-podcast-host/

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Soundbite for this episode

Here is a soundbite of the interview with Roger

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