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How to Speak Your Client's Language (To Get Them To Take Action)

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Manage episode 461027341 series 3472847
Content provided by Adam Lean. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Lean 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://staging.podcastplayer.com/legal.

In this eye-opening episode of The CFO Project Podcast, host Adam Lean sits down with Sara Bryson of CFO Yeah to tackle one of the biggest challenges facing accounting professionals today: effectively communicating with clients. Sara shares powerful insights on how to translate complex financial concepts into language that business owners not only understand but are motivated to act upon. Through real-world examples and candid stories of both successes and failures, this episode reveals why speaking your client's language is crucial for driving meaningful change in their businesses.

Discover why traditional financial reports often fall flat with clients and learn practical strategies for connecting with business owners on their terms. Adam and Sara explore how accountants and bookkeepers can shift from overwhelming clients with technical jargon to becoming trusted advisors who inspire action. Whether you're offering CFO services, tax preparation, or bookkeeping, this episode provides invaluable guidance on communicating in ways that demonstrate your value and help clients achieve their business goals.
Sign Up For Our Newsletter:
https://thecfoproject.com/newsletter
And check out The CFO Project's free training here:
https://thecfoproject.com/start-a-cfo-service
Learn More About The CFO Project:
https://thecfoproject.com/
Learn More About CFO Yeah
https://www.cfohyeah.com/

  continue reading

78 episodes

Artwork
iconShare
 
Manage episode 461027341 series 3472847
Content provided by Adam Lean. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Lean 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://staging.podcastplayer.com/legal.

In this eye-opening episode of The CFO Project Podcast, host Adam Lean sits down with Sara Bryson of CFO Yeah to tackle one of the biggest challenges facing accounting professionals today: effectively communicating with clients. Sara shares powerful insights on how to translate complex financial concepts into language that business owners not only understand but are motivated to act upon. Through real-world examples and candid stories of both successes and failures, this episode reveals why speaking your client's language is crucial for driving meaningful change in their businesses.

Discover why traditional financial reports often fall flat with clients and learn practical strategies for connecting with business owners on their terms. Adam and Sara explore how accountants and bookkeepers can shift from overwhelming clients with technical jargon to becoming trusted advisors who inspire action. Whether you're offering CFO services, tax preparation, or bookkeeping, this episode provides invaluable guidance on communicating in ways that demonstrate your value and help clients achieve their business goals.
Sign Up For Our Newsletter:
https://thecfoproject.com/newsletter
And check out The CFO Project's free training here:
https://thecfoproject.com/start-a-cfo-service
Learn More About The CFO Project:
https://thecfoproject.com/
Learn More About CFO Yeah
https://www.cfohyeah.com/

  continue reading

78 episodes

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