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Shifting to Advisory Services: A Win-Win for Accountants and their Clients

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Content provided by Intuit Accountants. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Intuit Accountants or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode, we sit down with Martin Bissett, Founder of The Bissett Group, to discuss the importance of trusting and leaning on your financial advisor. Martin shares his family story and emphasizes the need for financial literacy in today's world. He also highlights why advisory services are key to a thriving business and offers insights on how to transition to an accounting business that prioritizes growth and profit while providing high-value services to clients.

As we navigate the pandemic's 'snapback' effect, Martin encourages us to get closer to our clients and truly understand their needs. He also discusses the power of social proof in transforming the traditional accounting profession and breaking free from the recurring fee apathy cycle. This episode is a call to action for accountants everywhere to step up, break the mold, and truly make a difference. Tune in for a important conversation on how to elevate your accounting practice and provide exceptional value to your clients.

  continue reading

46 episoade

Artwork
iconDistribuie
 
Manage episode 390679663 series 3399354
Content provided by Intuit Accountants. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Intuit Accountants or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode, we sit down with Martin Bissett, Founder of The Bissett Group, to discuss the importance of trusting and leaning on your financial advisor. Martin shares his family story and emphasizes the need for financial literacy in today's world. He also highlights why advisory services are key to a thriving business and offers insights on how to transition to an accounting business that prioritizes growth and profit while providing high-value services to clients.

As we navigate the pandemic's 'snapback' effect, Martin encourages us to get closer to our clients and truly understand their needs. He also discusses the power of social proof in transforming the traditional accounting profession and breaking free from the recurring fee apathy cycle. This episode is a call to action for accountants everywhere to step up, break the mold, and truly make a difference. Tune in for a important conversation on how to elevate your accounting practice and provide exceptional value to your clients.

  continue reading

46 episoade

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