How can business help solve society’s biggest challenges? Welcome to Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. Hosts Femi Oke and Lizzie O’Leary talk to industry innovators, tech trailblazers and visionary leaders from around the globe about timely topics: from the climate transition to AI and data; and from the future of food to how we build, move and power the world.
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Content provided by Michael Palmer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Palmer 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://podcastplayer.com/legal.
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EP484: Geni Whitehouse - The Secret To Making Clients Feel Smart & Seen - Part 1
Manage episode 497195062 series 3012642
Content provided by Michael Palmer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Palmer 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://podcastplayer.com/legal.
“Nobody knows what we're really doing, and so if we wanna increase the value of what we deliver, we've gotta break down those barriers to understanding and find ways to make the information meaningful and relevant to what they're trying to accomplish.” -Geni Whitehouse In part one of a two-part series, Geni Whitehouse, founder of The Impactful Advisor, shares her journey from tax and tech to transforming how accountants and bookkeepers connect with clients. In this interview, you’ll learn..
- Why simple language builds stronger client connections
- The power of asking, ‘Where do you go to see if your business is on track?’
- Shifting focus from showing expertise to empowering clients
Plus much more!
To learn more about Geni, click here. Connect with her on LinkedIn. Time Stamp 01:09 - Geni’s journey from CPA to tech & training 02:48 - Realizes tax work didn’t help clients the way she wanted 04:36 - Using humor to make accounting concepts clear & engaging 05:45 - Focusing on advisory, helping accountants ask better questions 06:04 - Advisory work with wineries — helping owners understand numbers 09:33 - Shift from proving knowledge to empowering clients 14:01 - Simple, clear language builds value 19:23 - Key question: “Where do you go to see if your business is on track?” 21:00 - SCOPE method to guide client conversations 24:42 - Find each client’s true “why” to deliver real value 27:13 - Small changes (like one more bottle sold) can drive big impact
494 episodes
Share
Manage episode 497195062 series 3012642
Content provided by Michael Palmer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Palmer 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://podcastplayer.com/legal.
“Nobody knows what we're really doing, and so if we wanna increase the value of what we deliver, we've gotta break down those barriers to understanding and find ways to make the information meaningful and relevant to what they're trying to accomplish.” -Geni Whitehouse In part one of a two-part series, Geni Whitehouse, founder of The Impactful Advisor, shares her journey from tax and tech to transforming how accountants and bookkeepers connect with clients. In this interview, you’ll learn..
- Why simple language builds stronger client connections
- The power of asking, ‘Where do you go to see if your business is on track?’
- Shifting focus from showing expertise to empowering clients
Plus much more!
To learn more about Geni, click here. Connect with her on LinkedIn. Time Stamp 01:09 - Geni’s journey from CPA to tech & training 02:48 - Realizes tax work didn’t help clients the way she wanted 04:36 - Using humor to make accounting concepts clear & engaging 05:45 - Focusing on advisory, helping accountants ask better questions 06:04 - Advisory work with wineries — helping owners understand numbers 09:33 - Shift from proving knowledge to empowering clients 14:01 - Simple, clear language builds value 19:23 - Key question: “Where do you go to see if your business is on track?” 21:00 - SCOPE method to guide client conversations 24:42 - Find each client’s true “why” to deliver real value 27:13 - Small changes (like one more bottle sold) can drive big impact
494 episodes
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Similar to The Successful Bookkeeper Podcast
How can business help solve society’s biggest challenges? Welcome to Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. Hosts Femi Oke and Lizzie O’Leary talk to industry innovators, tech trailblazers and visionary leaders from around the globe about timely topics: from the climate transition to AI and data; and from the future of food to how we build, move and power the world.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
…
continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
1
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Brian Burns
9k279
No BS Allowed - Are you sick of empty suits telling you to work harder? - Learn about The Maverick Selling Method, which models the world's best salespeople and what they do differently. If you are in sales and are passionate about selling, you will like this podcast. The focus is on b2b sales and selling. If you are selling or in sales, this podcast is for you. I cover cold calling, spin selling, challenger sale, solution selling, and advanced selling skills. Strategic selling, LinkedIn, sa ...
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The Knowledge at Wharton Network Acast feed serves as a curated showcase highlighting the best content from our podcast collection. Each week, we feature one standout episode from each show in the Wharton Podcast Network, giving listeners a comprehensive sample of our diverse business and academic content. This rotating selection allows audiences to discover new shows within our network while experiencing the depth and variety of Wharton's thought leadership across different topics and forma ...
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continue reading
If you’re leading change in organizations, this will be your favourite podcast. Change is harder than ever. Transformation is more complex, unpredictable and overwhelming than it’s ever been. Change Signal cuts through the noise to find the good stuff that works. Michael Bungay Stanier, author of The Coaching Habit and organizational transformation student for thirty years, talks to the best thinkers, senior leaders, and experienced practitioners in the world of change, to find what works, w ...
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continue reading
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continue reading
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