Why don’t accountants love selling?
The Woodard Report™️ Podcast is a weekly conversation that’s all about empowering business advisors to advance their practices and have a transformative impact on their clients. I joined host Heather Satterley to share business development tips so accountants can effectively attract and retain clients, ensuring the growth and sustainability of their firms.
Some highlights:
- Accounting Added to STEM: Accounting has been recently added as a STEM discipline, emphasizing its evolving relationship with technology. (03:30-04:00)
- Selling Skills for Accountants: The need for accounting professionals to develop selling skills and step out of their comfort zones to be successful. (06:00-06:50)
- Five Critical Selling Skills: Five capabilities for effective selling: being an ambassador, agile, and entrepreneurial are highlighted. (07:00-08:20)
- Mindset Shift in Sales: The importance of a mindset shift towards business development and how everyone in a firm can be an ambassador. (08:30-09:30)
- Developing Sales Skills in Teams: How firm leaders can reflect on their own journeys and experiences to help identify and develop sales skills in their teams. (10:00-11:30)
- Identifying and Attracting Ideal Clients: Strategic and tactical advice for firms to attract the right clients, including creating client personas and understanding client attributes. (13:00-14:30)
- Vertical and Industry Focus: The importance of firms focusing on specific verticals or industries to streamline operations and enhance growth strategies. (16:00-17:30)
- First Steps in Growth Strategy: Why firms should start by assessing their current growth and sales strategies and ensuring they have formalized plans and accountabilities in place. (20:00-21:30)
You can listen to this episode of The Woodard Report here:
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