How do you set work and life boundaries, not just for yourself, but for your team as well, so that they are fully engaged, enthusiastic and driven to bringing success to you, your firm, your clients? And it’s not just about those boundaries. Advisory is becoming more important, more relevant, more valuable to your clients, so how do you move your firm forward in the volatile and complex world in which we’re all now living? In this podcast discussion with Amy Vetter, a qualified accountant (CPA) from the US, you’ll hear her share her zeal and commitment for internal marketing, what she calls internal education, between departments and between team members. Something else I found fascinating about this discussion with Amy was her focus on mindset, and she has a real go at me around an error I made in terms of the way I'm interacting with one of my team members. All credit to her for doing that! Whether you want to pursue an advisory strategy, or dive into outsourcing or offshoring, or if you want a new piece of technology embedding in the firm, without that long-term, ongoing commitment to educating your team, you’ll likely encounter resistance. With internal education, you’ll secure more and more buy-in, more and more success and, as a result, humanise the numbers in your firm in a better way so that you get the results you want for your firm. Why not join Amy and I on this podcast discussion at humanisethenumbers.online. I hope you enjoy the conversation with Amy as much as I did. Please scroll down this episode page for Amy's contact information, as well as for additional resources mentioned in the podcast. |
The Solution:
The most important thing is that someone in that role is technically sound, they understand the numbers, they understand the industry and they have the communication skills in order to translate what's happening on the financials for to their business owner client, but can also translate it back to the people within their own firm, who are technically competent and can therefore make the changes or updates.
I would also say there is a fourth skill that's really important for the person in that role and that is project management. Making sure all the work is getting done on time, that deadlines are being met, time is being managed and all the information has been fully analysed before any call or meeting with a client.
SHOW NOTES
Connect with Amy
Connect with Paul
Resources relating to this podcast:
Amy Vetters Books:
Business, Balance & Bliss: How the B3 Method® Transforms Your Career and Life
Discover or rekindle the spark you desire in your career and life. With Business, Balance & Bliss®, learn valuable insights and tools based on Amy’s work-life journey and those of other successful business leaders, backed by the latest scientific research, on how to discover and align your authentic self and inner talents with the work you do.
Learn how to:
Create WORK-LIFE HARMONY®
Discover your inner talents and passions
Integrate mindfulness into how you work
Build long-lasting, prosperous business relationships
Develop healthy technology practices for better human connection
Lead with Purpose
During the podcast, Paul and Amy talk a great deal about the importance of a work/life balance, putting the right boundaries in place and establishing the core purpose of your firm.
A clear sense of purpose will bring clarity and alignment to everyone in your firm.
Being a successful firm isn’t just about delivering your products or services to your clients for a profit – it’s about having a deeper meaning that connects with your clients, your employees and other stakeholders.
Click the link below to discover the importance to your firm of establishing your core purpose, your firm's fundamental reason for being, and how this will give your firm a sense of direction.
Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud
This book is the CPA, accounting professional and bookkeeper's guide to the future.
As technology paves the way for increased self-reliance and DIY financial services, much of the traditional data entry tasks of accounting professionals and bookkeepers will be reduced. Yet nothing can replace the human side of the client-advisor experience and the desire to improve your clients' businesses and lives with financial information.
This book shows financial advisors how to take on more of an advisory role and become a critical component of a client's success.
Learn how to:
- Spend less time crunching numbers and more time advising clients
- Become an integral part of the client's decision-making process
- Provide real value by clearly communicating financial data analysis
- Become the strategic partner your client cannot do without
