Episode 115: James Butterworth Resources - humanisethenumbers.online

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https://humanisethenumbers.online/episode-115-james-butterworth-of-croner-i/

Promo Video Link

Short intro video for this podcast episode

https://vimeo.com/997710139

Episode introduction copy

‘When your clients feel at home, they tend to want to stay at home.’ That's a statement made by James Butterworth, a tech and advisory specialist from the VIP team at Croner-i.

During our podcast discussion, I was surprised by how this conversation moved to a place where we discussed how a better understanding of the client and what they want (as well as tax law and the way you manage your clients' tax affairs) is what ultimately humanises the numbers.

This is a fascinating conversation with James, essentially confirming that the better you are at being curious about what's in the best interests of your clients, the more likely you are to build stronger relationships that ensure that clients stay with you. If it's a prospect, they are more likely to join your firm because you take a proactive approach to your clients’ tax affairs, using the support of a specialist.

This is far from a sales pitch – it's more a ‘what can you do in general practice to make more of tax when working with your clients?’ It was an unexpected, enjoyable and valuable conversation with James.

https://humanisethenumbers.online/episode-115-james-butterworth-of-croner-i/

Tweets For This Episode

1. Listen to this Humanise The Numbers podcast with James Butterworth from Croner-i as he talks about the value of a fact-finding conversation with your clients.

2. Listen to this Humanise The Numbers podcast with James Butterworth from Croner-i as he shares some stories about how working with specialist advisors can help your clients and free up your time.

3. Listen to this Humanise The Numbers podcast with James Butterworth from Croner-i as he talks about caring about your clients and building a relationship with them, and why trust is vital.

https://humanisethenumbers.online/episode-115-james-butterworth-of-croner-i/

LinkedIn Posts For This Episode

1. Listen to this Humanise The Numbers podcast with James Butterworth from Croner-i as he discusses the importance of building the right relationship with your client. He explains why the first meeting with your client should be a fact-finding one, based on getting to know their life goals. James shares the importance of asking many questions in the first meeting, which will then enable you to take a step back, understand where your client has been and where they are going, and build a tax strategy that can work in harmony with helping them achieve their life goals.

2. Listen to this Humanise The Numbers podcast with James Butterworth from Croner-i. James discusses the importance of building a bespoke, personalised tax strategy for your client. This not only shows that you are listening to their goals, but also that you understand where they have been and where they are going and that you are on the ball to help them achieve what they want in the future.

To quote James – 'they (the client) feel like they are at home with you and, if they feel like that, they are unlikely to leave home.'

3. Listen to this Humanise The Numbers podcast with James Butterworth from Croner-i. James shares some of the reasons why accountants are reluctant to work with specialists such as Croner-i – time, risk and reputation feature highly. Listen here.

https://humanisethenumbers.online/episode-115-james-butterworth-of-croner-i/

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Soundbite for this episode

Here is a soundbite of the interview with James Butterworth