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Personal Net Worth, the Accountant's Secret Weapon
Episode 1411th November 2023 • Accounting Answers Podcast • Rob Brown
00:00:00 00:06:11

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This is the Accounting Answers Podcast, hosted by Rob Brown. Formerly known as the Best Practice in Accounting Podcast, this show asks and answers critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals.

Episode 14. In today's interview, "Personal Net Worth, the Accountant's Secret Weapon."

Key takeaways from this episode include:

☑ what a good accountant does when talking to a client and what a great accountant does better

☑ how a personal net worth position helps the clients of accountants and CPAs

☑ why the individual's goals matter as much as the company's goals for the clients of accounting firms

☑ where the 'personal net worth' conversation can lead a good accountant with additional services and recommendations

☑ how the 'compliance mindset' of many accountants closes down higher level conversations with their clients

☑ why the best accountants recognise they need to have the questions more than the answer to serve clients

☑ the 'phrase that pays' for accountants and CPAs to position the personal net worth conversation with clients

Action - focus on the personal as well as the business side of accounting clients to (1) serve them more diligently and (2) create more advisory opportunities.

Tune into more on this daily show for short, sharp episodes that keep you informed of what's happening in the accounting world and the whole ecosystem of consultants, organizations, vendors and advisors who serve them.

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