{"href":"http://player.captivate.fm/services/oembed?url=http%3A%2F%2Fplayer.captivate.fm%2Fepisode%2F479b8d4a-935f-49cf-9eed-940d3bc3d3a3","version":"1.0","provider_name":"Captivate.FM","provider_url":"https://www.captivate.fm","width":600,"height":200,"type":"rich","html":"","title":"What What Works for Accountants with Client Surveys","description":"Episode 79. In today's practical episode, \"What What Works for Accountants with Client Surveys.\"\n\nKey takeaways from this episode include:\n\n\u27af evaluating the advice given to accountants to run client satisfaction surveys\n\n\u27af the mistakes accounting firms make with client satisfaction surveys and why they show very little\n\n\u27af adopting the CAD system in accounting firms to gain a better understanding of how happy your clients are\n\n\u27af what accounting firms should actually be doing and saying to proactively reach out to their clients\n\n\u27af the criteria for client facing staff in accounting firms, especially when conducting client surveys\n\n\u27af what it means for an accounting firm or CPA or accounting professional to actually care about their clients\n\n\u27af why simply asking clients how they are doing creates multiple opportunities for accountants and CPAs\n\n\u27af the rich information that can come from accounting firm clients who are approached in the right way by accountants\n\n\u27af the 4P's of accounting clients that lead to new revenue opportunities for their professional advisors\n\n\u27af a killer question accountants can ask clients to identify their highest priorities and most pressing interests\n\n\u27af how to turn accountancy client surveys and satisfaction conversations into new business and retained clients \n\n\u27af why accounting client satisfaction surveys do not have to come from the fee earner or partner who owns the client\n\n\u27af shoutout to Louise Wilson at Moneypenny (upcoming episode) who handle outbound client satisfaction conversations for accountants\n\n\u27af what 'bedside manner' means for accounting firms who want warm relationships of trust with their clients \n\n******************************\n\nIf you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you:\n\nAre you a busy accountant struggling to create more revenue and career opportunities?\n\nAs an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you\u2019re a partner, you\u2019re under pressure to show you\u2019re worth a seat at the table. If you\u2019re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth.\n\nThis unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn:\n\n\u2713 What is a 'reachout' and how to create your target list\n\n\u2713 How to keep in touch with your contacts and how to approach follow up\n\n\u2713 How to make an introduction and extend your network by being helpful\n\n\u2713 How to start a conversation with someone you don't already know\n\n\u2713 How to make a new business offer without being salesy\n\nIf you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day. \n\nDOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/\n\nNOTE TO LISTENERS:\n\nThe Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.\n\nEvery Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to...","thumbnail_width":300,"thumbnail_height":300,"thumbnail_url":"https://artwork.captivate.fm/2d908d04-6d8b-462d-b9e2-5c5f138fd9da/iC4qNlw0Lbl4Z1r8kFUK9icl.jpg"}