“I record all of my sessions, ... I send them to the owners. ... they could watch the entire meeting and see what my messaging is”
♫
Said on Profiles in Risk
“We can screen share, obviously, so we can crunch numbers, we can review profit and losses, we can budget... It's about educating the client as well at the same time.”
Dave Ebdon · The Quiet Operator · From Zero Clients to a Thriving Accounting Practice - Dave Ebdon S2 E3 - The Quiet Operator
Play from 13:49
13:49
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What was described
Moved all client meetings to virtual screen-share sessions
Said nearby on the same subject
“We two times a week for 15 to 20 minutes have an all company meeting ... we cover every idea and opportunity we're presenting to our current clients, as well as prospective new clients”
BL
Barry LaBov agency
Build a Better Agency Podcast ·
“We moved on from 5% of our client relationships each year, selecting clients based on both revenue they generate and engagement level.”
AD
Ashley DeSteiger
Financial Advisor Success ·
“…pre-recorded modules… we also had live sessions… there are a total of six live sessions spaced out through the winter and early spring… first live session is on October 22nd… you have access to all the modules immediately…”
♫
Said on The Seed Farmer Podcast
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