Episode 89: Claire Evans Resources


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Promo Video Link

Short intro video for this podcast episode

Episode introduction copy

Don't you agree that it would be profoundly useful if you could get a sideways view of what's going on in the accounting profession, a sideways view from a fellow financial professional, but through a different lens? On this Humanise the Numbers podcast discussion with Claire Evans, you'll get the perspective of someone from the financial services industry.

Claire's worked in that industry for a long time. She has trained a lot of financial services people and is training accountants now on both personal and business cash flow and how to bolt the two together. And she talks profoundly, deeply, about the need, the value, of a long-lasting, meaningful relationship with a real future focus.

You’ll hear Claire unpack her five-stage framework for running a brilliant client meeting, as well as many other powerful insights.

I hope you enjoy this discussion with Claire as much as I did.

Tweets For This Episode 

1. Listen to this fascinating Humanise The Numbers podcast with Claire Evans of All In Place discuss the importance of being naturally curious.


2. Listen to this podcast discussion with Claire Evans of All In Place on the value of using an agenda in client meetings and sharing it with your clients in advance.


3.Listen to this podcast with Claire Evans of All In Place. Claire shares her 5-step client meeting process to enable you to build deeper relationships with your clients.


LinkedIn Posts For This Episode

1. Listen to this podcast with Claire Evans of All In Place. Claire shares her deep passion for the work she does and the important role that accountants play in shaping the future, both business and personal for their business owner clients and re-iterates many times that the simplest way to do this is to ask the right questions and really care about your clients and look at the world through their lens. Listen here:


2. Listen to this podcast discussion with Claire Evans of All In Place and listen to Claire discuss the value of using an agenda in client meetings. Claire states that although accountants may use an agenda in their client meetings, they don't tend to send it to the client in advance. But Claire strongly believes that the agenda would benefit the client more than it would benefit you, as it signposts what the conversation is going to be about, provides structure and form and helps them prepare in advance and therefore be less surprised by the questions you ask.


3. Listen to this Humanise The Numbers Podcast with Claire Evans as listen to Claire define the 5-step process for getting to know your client and how to use this process to run great client meetings. Claire believes that when you use this process you will build a deeper relationship with your clients and you will feel like you are making a real difference because the questions that come from this process will not be expected by your clients.


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Soundbite for this episode

Here is a soundbite of the interview with Claire Evans