REFRAME PODCAST: With Phil Jones

In this episode, we dive into building influence and trust in client relationships with insights from Exactly What to Say author Phil Jones and CPAs Hector and Carlos Garcia. They discuss how accountants can reframe “selling” as “serving,” communicate value beyond price, and move from technical experts to trusted advisors. Learn practical strategies like using “magic words” to guide conversations, setting clear client expectations, and staying curious to strengthen client connections. Perfect for accounting professionals looking to elevate client relationships and communicate with impact. Timeline: Reframe Selling as Serving - (00:00) Articulate Value Beyond Price - (02:27) Transform from Technician to Advisor - (05:15) Curiosity as the Key to Better Relationships - (11:10) Communicate with Precision: The Power of “Magic Words” - (15:18) Set Clear Expectations - (19:51) Leverage Guarantees to Show Commitment - (22:16) Slow Down to Speed Up Results - (31:06) Influence with Integrity: Intentions Matter - (48:29)

You can listen to REFRAME PODCAST: With Phil Jones online on Radio and Podcast. Open the player on this page to stream the available audio.

REFRAME PODCAST: With Phil Jones is an episode from Accountant’s Advice Podcast by Hector Garcia, CPA by Hector Garcia, CPA.

This episode is 01:09:23 long.

This episode was published on Nov 14, 2024.

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