Episode 63: Joe Sole Resources – Part 1


Guest Details

Connect with Joe

Promo Video Link

Short intro video for this podcast episode

Episode introduction copy

How can your firm make the shift from compliance only to compliance plus advisory, where advisory is generating significant, high-value fees from work that you and your team actually enjoy?

In this HumaniseTheNumbers.online podcast discussion with Joe Sole, Director of Sole Associates, you will hear him unpack some of the detail, not just on what he does, but on how he engages with his team and with his clients, so that he's creating a systemic, time-efficient approach to high-value client conversations.

And it's not just Joe - he discusses how his team also take the steps necessary to have high-value, advisory-style conversations, using key numbers and information to help those conversations flow without the fear and uncertainty sometimes sitting within those so-called “compliance accountants”.

So please join Joe and I for a high-value, Humanise The Numbers discussion at HumaniseTheNumbers.online, or go to your favourite podcast platform to listen in.

I hope you enjoy this two-part discussion with Joe Sole of Sole Associates.

Tweets For This Episode 

1. Listen to this fascinating Humanise The Numbers podcast with Joe Sole of Sole Associates on the importance of high-value conversations with your clients.


2. In this podcast discussion with Joe Sole of Sole Associates, you'll learn why he and his team are using Loom videos to improve their client conversations.


3. How many of your client conversations are about your client being less involved in their business or about making preparations to exit or sell it?


LinkedIn Posts For This Episode

1. In this review I'll be sharing the highlights of a fascinating discussion with Joe Sole of Sole Associates. Joe discusses making the shift from simply having compliance conversations with your clients to having both compliance AND advisory conversations.  He shares insights on how you can work with your team to ensure all of these conversations are of a high value.

Listen here.


2. Listen to this podcast discussion with Joe Sole of Sole Associates and hear Joe talk about the way he and his team's client conversations have shifted. They are now using their clients' numbers to share information about which the client may not be aware, and then using this information to provide valuable insights to enable clients to take control of their own destinies.


3. Listen to this Humanise The Numbers Podcast with Joe Sole of Sole Associates, where Joe discusses the importance of clients understanding their business value and why these conversations can be tricky, as most clients have not looked at their numbers in this way before. Joe puts his clients into three camps in regards to how they understand their business value. Click the link below to learn more.


Embed Code For This Episode

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Soundbite for this episode

Here is a soundbite of the interview with Joe Sole