Three Lessons for Accountants and Advisors

CWSD Episode 3, Sam dives deep into the three takeaways from her conversation with Ellen Ronalds Keene in Episode 2. Ellen's story is a classic example of why accountants and advisors need to be educating current and potential clients, and the power of good client relationships. Sam shares practical tips for you to be able to get to know your clients better so you can better serve them and how to make them feel safe so that they will come to you sooner rather than later when there are problems to address. In this episode Sam also suggests some ways that as a profession we need to shift our belief that we are 'boring' and upgrade our mindsets so that clients look forward to appointments with us. More information, notes and links can be found at https://blueprinthq.com.au