Episode 124: Richard Bertin and Richard Brewin Resources

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Connect with Richard Bertin

Connect with Richard Brewin

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https://humanisethenumbers.online/episode-124-richard-brewin-mentor-and-richard-bertin-of-all-in-place/

Promo Video Link

Short intro video for this podcast episode

https://vimeo.com/1058171407

Episode introduction copy

In business, one thing that's absolutely certain is that a client’s perception of your firm is connected to their expectation of what you'll deliver to them, for them, with them.

In this podcast discussion with the two Richards, Richard Brewin and Richard Bertin, of All in Place, you'll be exposed to some really powerful insights. Yes, in accountancy, you have to deliver compliance services, and most, if not all, of your clients, expect you to do that. But not all of your clients expect you to talk about their business lives in the round, and certainly many of your clients don't expect you to have a conversation about their personal lives.

And yet, if you're going to be an effective trusted advisor, you are going to have to have those business life and personal life conversations. And what the two Richards do brilliantly in this podcast discussion is unpack what you need to consider in a real, practical way, so that the perception of clients of your firm – of you and your team – is at a much higher level, taking you away from being simply a transactional accountant providing services that could, in the very near future, be delivered purely by technology.

So why not dive into this podcast discussion with the two Richards and unpack how you can improve the expectations your clients have of your firm, as well as how you can influence the way you communicate with your clients so that you deliver higher value. I'm sure you'll find it powerful.

https://humanisethenumbers.online/episode-124-richard-brewin-mentor-and-richard-bertin-of-all-in-place/

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

Tweets For This Episode 

1. Listen to this Humanise The Numbers podcast with Richard Bertin and Richard Brewin, as they talk about why they feel accountancy is very much a human business.

2. Listen to this Humanise The Numbers podcast with Richard Bertin and Richard Brewin, as they discuss the risks and challenges of going into the accountancy profession and the risks of being a business owner.

3. Listen to this Humanise The Numbers podcast with Richard Bertin and Richard Brewin, as they talk about the importance of asking the right questions to build a solid client relationship.

https://humanisethenumbers.online/episode-124-richard-brewin-mentor-and-richard-bertin-of-all-in-place/

LinkedIn Posts For This Episode

1. Listen to this Humanise The Numbers podcast with Richard Bertin and Richard Brewin. They discuss how focusing on just the numbers of your client’s firm can be tricky. When you focus purely on the numbers, the reasons for working with your clients can sometimes be lost. They both agree that the numbers are important, but all your accountancy training teaches you to 'do the right thing', so for many client relationship managers, this comes back to having 'trusted advisor' conversations with clients about their personal goals and aspirations and discussing the risks of some of their decisions honestly. It needs to be more than just a numbers conversation, as accountancy is a human business.

2. Listen to this Humanise The Numbers podcast with Richard Bertin and Richard Brewin, as they talk about the importance of data and why it is crucial to know your own data - how many clients you have, how much your clients are worth, etc. Until you know these details, how can you have a conversation with them about their personal and professional goals and objectives?

3. Listen to this Humanise The Numbers podcast with Richard Bertin and Richard Brewin. Richard Brewin talks about their business (for many clients) being a means to an end, and how, if you are talking about growing their business, they might be thinking 'well, I don't see my family as it is'. But if you talk to them about the things that matter personally to them and how the business can help achieve these things, this is a much more relevant conversation. Richard Bertin shares a brilliant story of how a Harley Street Dentist made his business work to meet his personal goals.

https://humanisethenumbers.online/episode-124-richard-bertin-and-richard-brewin-resources/

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Soundbite for this episode

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Paul Shrimpling

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