Empathy-Driven Strategies for Premier Client Relationships w/ Chantal Cornelius
Building the Premier Accounting Firm
Release Date: 09/25/2024
Building the Premier Accounting Firm
In this episode of “Building the Premier Accounting Firm,” host Roger Knecht and Robb Zbierski, professional speaker and coach with Freedom Personal Development, explore the critical role of mindset and mental health in achieving business success. They discuss practical strategies for rewiring your brain for optimism and resilience, offering actionable insights to overcome limiting beliefs. Key Takeaways: Recognize the value of having a “head coach” to gain perspective and challenge limiting beliefs. Implement daily, weekly, and quarterly routines to reinforce positive thinking and...
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Join us as we revisit this conversation from 2021! Listen in as Roger and Erin discuss the psychology that can frustrate our efforts to be successful and profitable in business. Consider the things so many of us do that sabotage our individual success and learn the formula to help make profit deliberate and intentional. Dream big enough and start small enough to experience success – baby steps 😊 Erin has worked with accounting professional over the years to know what it takes emotionally and practically to help business owners make profit a priority. Learn about the 5 plates...
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In this episode of Building the Premier Accounting Firm, host Roger Knecht welcomes motivational speaker and business coach Becky Kemp to explore the power of words in both personal and professional success. Discover actionable insights and the importance of intentional communication for entrepreneurs seeking to improve their businesses and lives. 🚀 Key Takeaways: Acknowledge the need for change and personal dreams to spark creation and innovation. 🌟 Ask better questions to overcome obstacles and find unique paths to business success. ❓ Practice abundant thinking and gratitude to...
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Join us this Wednesday for a new episode where Roger discusses the power of words with Becky Kemp.
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Join us as we revisit this conversation from 2021! Working with business owners often presents opportunities to educate and perhaps inspire. But what does this look like in a professional setting, in fact in a more formal relationship that may involve compensation? Learn the levels that exist for accounting professionals to offer more than quality accounting services. Consider becoming a: Mentor Advisor Consultant Coach See what you can do to benefit from each as well as offer each of these services to build the premier accounting business in your area. Your Host: ,...
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In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Randy Johnston, a leading figure in accounting technology, about tech stacks, AI, and the future of the accounting industry. Johnston shares his expertise on choosing the right technology, integrating AI seamlessly, and leveraging tools for optimal efficiency and client satisfaction. This episode provides actionable advice for accounting professionals looking to enhance their firms with cutting-edge technology and strategic service offerings. Key Takeaways: 💡 Define Your Service Offerings: Determine the...
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Join us this Wednesday for a new episode where Roger discusses technology with Randy Johnston
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Join us as we revisit this conversation from 2021! Selling accounting services can be a challenge, in fact frustrating, but it doesn’t need to be that way. Listen in as Clay and Roger discuss some essential elements of the process that can make it easier and more effective for you as you work to bring on new clients. There are some key parts of the meeting with a potential client that you don’t want to miss. Also take advantage of some free resources Clay shares that are available to our listeners that you don’t want to miss. It’s time to confidently market and sell your...
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In this episode of Building the Premier Accounting Firm, Kirstin Reeder, founder and CEO of Purple Sapphire Business Solutions, shares her journey from stay-at-home mom to EA, offering specialized bookkeeping and tax services. Discover how she balances family and business, sets boundaries, and leverages networking to grow her firm. Key Takeaways: 🤝 Leverage networking and referrals for client acquisition in bookkeeping and tax services. ⏰ Set clear boundaries and manage scope creep to maintain work-life balance. 💡 Offer tiered tax planning services to cater to different client...
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Join us this Wednesday for a new episode where Roger discusses tax planning with Kirsten Reeder
info_outlineIn this episode of Building the Premier Accounting Firm, host Roger Knecht is joined by Chantal Cornelius, founder of Apple Tree Marketing, to explore the critical role of emotional connections in client relationships within the accounting industry. Chantal emphasizes that the success of accounting firms hinges on building trust and personal connections with clients, which goes beyond the typical scope of social media content.
Key Discussion Points
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Emotional Decision-Making: 95% of buying decisions are emotionally driven, Chantal says. She introduces strategies to create empathy-driven relationships with clients, stressing that accounting services, unlike products, require deep trust in accuracy and strategic advice.
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Challenges of Commoditization: The episode discusses the risk of commoditizing accounting services and the importance of differentiating through trust and personal connections.
Chantal’s Stand Out Strategies for Differentiating Accounting Firms:
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Connection: Engage clients through networking and sharing valuable resources.
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Contribution: Involve clients in charitable initiatives to build a sense of community and shared values.
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Growth: Offer actionable advice that supports clients’ business expansion.
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Significance: Ensure clients feel valued and heard, reinforcing their importance to the firm.
Practical Tips and Insights
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Building Trust: Personal touches like remembering client birthdays and providing coaching services to address personal challenges.
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Marketing Tactics: While skeptical of social media’s effectiveness in fostering deep relationships, Chantal advocates for referrals, networking, and content marketing, emphasizing the need for clear strategies before implementing tactics.
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Networking Events: Attend events aligned with the ideal client profile and have a clear purpose for all business activities, including podcasting.
Additional Content
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Personal Interests: Chantal shares her passion for skiing and her journey of recovering from back surgery, adding a personal touch to the episode.
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Sales Basics: Understanding the fundamentals of sales and fostering deeper relationships through face-to-face interactions is highlighted.
Thank you for listening to this episode of Building a Premier Accounting Firm. BRAP is a must listen for bookkeeping, accounting, and tax business owners aiming to enhance their client relationships and differentiate their services in a competitive market. Call 435-344-2060 for more information.
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