Episode 156: Martin Wardle Resources

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Martin Wardle was persuaded to give up a partnership in one of the fastest growing firms in the Northeast to start his own business, not in general accountancy, but as a specialist tax boutique focusing only on tax returns.

But why? What were the triggers that drove his decision?

In the course of this podcast with Martin Wardle of TH Ward, we cover a lot of ground, including the pace of technology and where he sees the future of accountancy heading. He tells some great stories about the significant impact he's had on clients that he's worked with over the years, and he shares a lot about what he's learned, both about himself and about the profession.

This is one not to miss.

https://humanisethenumbers.online/episode-156-martin-wardle-of-th-ward/

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

Tweets For This Episode 

1. Listen to this Humanise The Numbers podcast with Martin Wardle of TH Ward as Martin discusses the importance of checklists.

2. Listen to this Humanise The Numbers podcast with Martin Wardle of TH Ward. Martin shares his experience of working at Robson Laidler for 32 years and how he discovered only later in life that his DISC profile did not match the job he did.

3. Listen to this Humanise The Numbers podcast with Martin Wardle of TH Ward. Martin shares two great client stories that demonstrate the human element of the work he does and why it's important to capture testimonials.

https://humanisethenumbers.online/episode-156-martin-wardle-of-th-ward/

LinkedIn Posts For This Episode

1. Listen to this Humanise The Numbers podcast with Martin Wardle of TH Ward. Martin shares his story of working at Robson Laidler for 32 years, from his start as a YTS (Youth Training Scheme) student to becoming a director and part-owner.

2. Listen to this Humanise The Numbers podcast with Martin Wardle of TH Ward. Martin talks about the role of an accountant or tax advisor as a storyteller, but he goes further than this. He believes that if you have the right relationship with your client, not only are you telling the story, but you are helping to write it as well.

3. Listen to this Humanise The Numbers podcast with Martin Wardle of TH Ward. Doug asks Martin what he learned about himself during his time at Robson Laidler, and Martin shares very openly that his biggest realisation did not come until near to the time he left the firm. He describes doing a DISC profile and realising he was different to the other accountants that worked there. Working with legislation, detail, and deep thinking left him exhausted at the end of every day because it did not come naturally to him.

4. Listen to this Humanise The Numbers podcast with Martin Wardle of TH Ward. Martin talks about the joy he gets from client conversations, asking them about their families, their personal goals, what they want from the business, and what they want for their team and clients. This is the bit of the job that Martin loves because, as he describes it, when you get to talk to your client about the things that really matter to them, 'you see them come alive'.

5. Listen to this Humanise The Numbers podcast with Martin Wardle of TH Ward. Martin talks about how being seriously ill forced him to re-evaluate both the way he worked and the work he was doing, and how Robson Laidler reframed his role when he returned to work.

6. Listen to this Humanise The Numbers podcast with Martin Wardle of TH Ward. Martin shares brilliant client stories that demonstrate the importance of obtaining client feedback and testimonials. One concerned a plasterer, and the other was about two brothers with a property business. These stories bring real humanity to a numbers-oriented world.

7. Listen to this Humanise The Numbers podcast with Martin Wardle of TH Ward. Martin talks about how much he values checklists and how you can use them to automate the personal interactions with your clients. Martin calls it 'a nudge to do the personal touch'.

8. Listen to this Humanise The Numbers podcast with Martin Wardle of TH Ward. Martin and Doug talk about knowing your value when it comes to pricing. Martin shares an analogy about Marks and Spencer and the value of their products. If you buy something from them, you know you are going to get a better product or service than at a Poundstretcher.

Martin is not the cheapest tax account because, as far as he is concerned, the tax return is only part of the journey. He values the client relationship, with a personal chat to help the client with their decisions and to understand their personal and business drivers. He wants to deliver a Marks and Spencer service.

9. Listen to this Humanise The Numbers podcast with Martin Wardle of TH Ward. Martin shares what it is like to run his own business, and the impact that having his son work for him has made. He shares the positives that running his own ship brings and why he loves it.

10. Listen to this Humanise The Numbers podcast with Martin Wardle of TH Ward. Martin and Doug discuss the impact of tech and AI. Martin shares that he still gets questions via calls or texts from clients that he knows that Google could answer – but the trust element of the personal interaction will always be hard to replace. He views the future as bright for those advisors who are invested in the people and not just in numbers.

https://humanisethenumbers.online/episode-156-martin-wardle-of-th-ward/

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