What's the ideal type of client manager for every accounting practice?

Показать описание

FREE DOWNLOAD!! Accountants! Scale your business today 🚀

Accountants Highway to the Danger Zone Playbook is a guide for accountants and bookkeepers looking to overcome the barriers that are holding them back from growing their firms. Our playbook shows you exactly what tactics we used when growing our firm so you can replicate it in your business today!

What's the ideal type of client manager for every accounting practice?

In today’s video, Wize Mentors, Timothy Causbrook with Thomas Sphabmixay, and Kristy Fairbairn provided their insights about the ideal traits, personality, and capacity of a great client manager.

Find out how to train your client managers on selling the sizzle versus giving advice away for free.

Timestamps:
0:00 - Intro
0:15 - Tips for training your client managers
1:43 - The importance of having that drive, target, and budget
5:40 - Difference between understanding the client's needs vs being understood
6:41 - Reasons why ad hoc works should be higher than the basic hourly rate
7:32 - How to give a valuable service to clients
8:12 - Best traits for client managers to develop

#WizeMentoring #clientmanager #training
___________________

💬 Did you enjoy today's video? Tell us all about it in the comments below!

✨ And if you like this video, consider subscribing to Wize Mentoring using this Link! ⤵️

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

********************
🎬 Welcome to the official YouTube Channel of Wize Mentoring 📈

Wize Mentoring provides mentoring and tools to Accounting and Bookkeeping practice owners who are looking to scale their business whilst working less hours, earning more money and having more choices in life.
➡️ On this channel you will find anything from testimonials of our previous clients to tips and tricks to help you scale your business efficiently.

Our global community of like-minded Accounting and Bookkeeping firm owners, our arsenal of proprietary tools, and our extensive track record of building successful Accounting firms are the cornerstones of our program success 📊

➡️ Subscribe to Wize Mentoring today and enjoy tips and tricks on how to grow your Accounting practice and activate the notification bell, so you won't miss any of our accounting and bookkeeping webinars and client testimonials ✅

********************
✨ Connect with Wize Mentoring on Social Media:

And don’t forget to check out our Website:

______________________