Note sull'episodio

In this episode of The Balanced Mind, Kim Searle and co-host Richard Brewin from Progress dive deep into one of the most pressing challenges facing accountants today: getting clients to value their time, expertise, and boundaries.

From managing unresponsive clients to addressing those who ignore professional advice, Kim and Richard explore:

  • 🚩 The red flags to spot when onboarding new clients
  • 💬 How to lead difficult conversations with existing ones
  • 📜 The power of setting expectations early with client charters and clear terms
  • ⏳ Why it’s time to stop absorbing clients' poor time management and lack of accountability
  • 🔄 How shifting your mindset and setting non-negotiables can transform your practice
  • 📆 What MTD (Making Tax Digital) means for your client relationsh ... 
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