Podcasts about managing client expectations

In this episode, we dive deep into the power of managing client expectations through clear communication. From the importance of setting up follow-up meetings with Google calendar invites to the art of leading prospects through the buying process, we share essential tools and strategies that real estate agents need to close deals. We discuss how being proactive with buyers and helping them make informed decisions leads to successful transactions, and why you should always lead clients with trust, clarity, and transparency.What you'll learn on this episodeSetting up Google Calendar invites is a simple yet powerful way to guide your clients through the sales process.Managing client expectations early on helps to avoid surprises and ensures smoother transactions.By having the right conversations upfront, you set yourself and your clients up for success.Being open and transparent builds trust with clients and increases the likelihood of closing deals.Clear communication about the next steps ensures the client is always on the same page.The script for introducing a lender can shift control in your favor, encouraging clients to engage with trusted partners.Being proactive and addressing potential issues before they arise is a key component of successful real estate transactions.Leadership in sales is about guiding clients and helping them achieve their goals, not just being right.In real estate, you get paid to facilitate, not to be right. Empathy and persuasion are key to success.Taking ultimate responsibility for your client's experience ensures a positive outcome, even when things don't go as planned.If you want to stop chasing clients and start guiding them with clarity, trust, and confidence—this episode is your roadmap.Teach to Sell is the foundation of this approach. It shows you how to lead buyers and sellers through a structured, trust-based process that gets results—without pressure or guesswork. With the right conversations, tools, and mindset, you'll not only close more deals, but do it with less stress and more alignment.Preorder Teach to Sell today and start mastering the kind of leadership that creates No Broke Months.https://www.nobrokemonths.com/teach-to-sell-preorderResources mentioned in this episodeGoogle Calendar: A simple tool to set up and send calendar invites, helping both you and your clients stay on track.Teach To Sell: The methodology discussed in this episode is all about helping others get what they want while achieving your own goals.80/20 Buyer Consultation Process – The framework for converting more leads into contracts. To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead

In this episode of "The Free Lawyer," host Gary speaks with John Kormanik, a certified professional coach and former trial lawyer, about the challenges lawyers face, including stress, burnout, and misconceptions about success. John, author of "Break the Law," shares his journey from practicing law to coaching, emphasizing the importance of self-reflection and setting boundaries. They discuss the five lies lawyers tell themselves, such as equating busyness with success and the need to be available 24/7. John offers practical advice for overwhelmed lawyers, encouraging them to focus on personal fulfillment and redefine their metrics for success.John Kormanik, Esq., is on a mission to help attorneys reclaim their purpose, energy, and impact. As a Certified Professional Coach, former trial lawyer, and author of Break the Law, John brings decades of experience from the courtroom to the coaching space, guiding attorneys to say “no” to burnout and “yes” to a legacy they're proud of by realizing their potential and optimizing their life.With 20+ years as a practicing attorney—including time as a Deputy Attorney General, law firm partner, and firm owner—John understands the unique pressures of the legal profession. Today, he coaches lawyers on reengineering their mindset, optimizing their systems, and rediscovering the joy in their work and life.When he's not coaching exceptional attorneys, you'll find John experiencing the world with Michelle, his wife of more than thirty years, riding his mountain bike, or walking his yellow Lab, Olive.Website: https://www.johnrkormanik.com/LinkedIn: https://www.linkedin.com/in/johnrkormanik/Instagram: https://www.instagram.com/johnrkormanikcoaching/Importance of Self-Reflection (00:05:21)Uncomfortable Quiet (00:05:37)The Key to Clarity (00:06:40)Lie #1: Grinding for Success (00:07:29)Lie #2: Busy Equals Success (00:07:48)Lie #3: 24/7 Availability (00:08:28)Managing Client Expectations (00:10:14)Lie #4: Money Equals Happiness (00:11:47)Lie #5: Asking for Help is Weakness (00:13:28)Value of Coaching (00:14:20)Evaluating Work Challenges (00:16:07)Setting Boundaries (00:17:48)Lawyers' Exhaustion Patterns (00:20:59)Understanding External Stressors (00:23:00)Recognizing Work Addiction Signs (00:24:50)Lawyer Identity vs. Profession (00:26:11)Potential Realized, Life Optimized (00:27:02)Value Beyond External Metrics (00:30:25)Finding Satisfaction in Law (00:33:26)Would you like to learn more about Breaking Free or order your copy? https://www.garymiles.net/break-free Would you like to schedule a complimentary discovery call? You can do so here: https://calendly.com/garymiles-successcoach/one-one-discovery-call

In this episode of HR Heretics, Nolan Church and Kelli Dragovich interview Sally Thornton, founder of Forshay. Sally shares insights on the fractional executive placement business she's built since 2011. Thornton emphasizes that successful fractional work requires consultative skills, boundary management, and rapid trust-building rather than simply scoped part-time arrangements. If you're thinking of going fractional, this is a must-listen discussion.*Email us your questions or topics for Kelli & Nolan: hrheretics@turpentine.coFor coaching and advising inquire at https://kellidragovich.com/HR Heretics is a podcast from Turpentine.Support HR Heretics Sponsors:Planful empowers teams just like yours to unlock the secrets of successful workforce planning. Use data-driven insights to develop accurate forecasts, close hiring gaps, and adjust talent acquisition plans collaboratively based on costs today and into the future. ✍️ Go to https://planful.com/heretics to see how you can transform your HR strategy.Metaview is the AI assistant for interviewing. Metaview completely removes the need for recruiters and hiring managers to take notes during interviews—because their AI is designed to take world-class interview notes for you. Team builders at companies like Brex, Hellofresh, and Quora say Metaview has changed the game—see the magic for yourself: https://www.metaview.ai/hereticsKEEP UP WITH SALLY, NOLAN + KELLI ON LINKEDINSally: https://www.linkedin.com/in/sallythornton/Nolan: https://www.linkedin.com/in/nolan-church/Kelli: https://www.linkedin.com/in/kellidragovich/—LINK/S:Forshay: https://forshay.com/—TIMESTAMPS:(00:00) Intro(01:58) What Forge Does(02:33) Trust Barriers in Fractional Work(03:25) The Relational Approach(04:36) Buyer Mindset Challenges(06:10) Marketplaces vs. Agents(10:00) The Adverse Selection Problem(10:56) The Dirty Secret of Fractional(11:45) Different Interview Approach(13:03) Consulting Background Advantage(13:53) Sponsors: Planful | Metaview(16:57) The Ideal Buyer(17:26) Early vs. Late Stage Company Challenges(18:24) CFOs Make Better Clients(18:59) Transparent Pricing Model(21:41) Hourly Rate Guidelines(22:41) W2 vs. 1099 Considerations(23:27) The Honeymoon Phase(24:52) Managing Client Expectations(26:46) Beyond Filling Open Roles(29:08) The Assessment Process(34:29) Evolution from Interim to Fractional(37:05) Advice for New Fractional Execs(38:15) The Black Hole Complaint(40:11) Career Self-Management(42:11) Sustaining a 15-Year Business(43:06) Wrap This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hrheretics.substack.com

00:00 Introduction and Mindset Shift02:58 Orla's Coaching Business Model06:00 Defining Your Niche and Clientele09:00 Managing Client Expectations and Complaints12:05 The Importance of Content and Communication15:03 Navigating Client Retention and Growth17:59 Personal Experiences and Industry Insights21:53 Building a Community from Scratch26:12 The Ongoing Journey of Business Growth32:41 Embracing Challenges and Hard Work33:34 The Art of Launching and Selling44:11 Personal Mantras and Mindset

In this episode of The DYOJO Podcast, we explore a case study where a contractor's attempt to secure payment backfired due to unclear communication and a surprise invoice. After alerting a homeowner to hail damage, the contractor demanded the insurance payout and submitted an unapproved $1,200 invoice, sparking a dispute. The episode highlights the importance of clear contracts, transparent processes, and ethical standards to avoid misunderstandings and ensure payment. Contractors are encouraged to use tools like pre-work authorizations, communicate expectations upfront, and align with clients on restoring properties to pre-loss conditions using like-kind materials. Tune in for practical tips on protecting your earnings and building trust with clients.

Send Katie a Text Message!! Think tariffs don't affect you? Think again. On this episode of Success by Design, Mastering the Business of Interior Design, Katie Decker-Erickson breaks down exactly why interior designers must care about these seemingly distant policies—and how tariffs quietly ripple through every project, influencing your pricing, timelines, and creative choices.In this episode, Katie covers:Why tariffs matter—the hidden costs impacting your client budgets, lead times, and sourcing decisions.Real-world examples of how designers have navigated—and even thrived—amidst tariff disruptions.Strategic insights on how to communicate these complex changes clearly, keeping your client relationships strong, no matter how unpredictable the tariff landscape.Plus, Katie teases next week's roundtable featuring three industry powerhouses who reveal unexpected opportunities and brilliant strategies born from navigating tariff turmoil.Ready to turn uncertainty into a competitive advantage?Tune in to Success by Design—and sharpen your design business savvy.Connect with KatieBusiness Strategy Sessions for Interior Designers Free Resources for scaling your interior design firmLinkedInWebsite This podcast is brought to you in partnership with Leah Bryant Co.

Navigating client relationships isn't always smooth sailing. In this episode of The Brew, John Maroon and Jen Renehan share insights on setting clear expectations and tackling tough conversations. From managing media coverage goals to refining social strategies, learn how they build trust and deliver results. Tune in for real talk on client communication!

In this episode, I had the pleasure of welcoming back Katherine Studley, the founder of The Only Consultant and Prisma Tax Group. Katherine specializes in providing judgment-free tax preparation and bookkeeping services for OnlyFans models, strippers, and exotic dancers. She shares her journey, the unique challenges her clients face, and how her firm offers a safe space for individuals in the spicy industry to handle their financial needs without fear of discrimination or harassment.   We dive into the nuances of tax preparation for these professions, the importance of empathy and customer service, and the proactive steps her firm takes to ensure clients feel supported and understood. Whether you're in the spicy industry or simply interested in learning about a unique niche in tax services, Katherine's insights offer valuable lessons on trust, empathy, and specialized financial care   What You'll hear in this episode: [0:50] Meet Katherine Studley: Tax Accountant for the Spicy Industry [2:45] Challenges Faced by Clients in the Spicy Industry [5:20] The Importance of Empathy in Tax Services [10:00] Customer Service in Accounting [17:10] Managing Client Expectations and Workload [20:30] Handling Tax Extensions and Payments [23:15] Understanding the IRS: A Macro Perspective [24:40] Dealing with IRS Notices: Don't Panic! [28:50] Unique Tax Challenges for Exotic Dancers and Sex Workers [30:35] Building Trust and Navigating Banking Issues [32:15] The Importance of Personal Touch in Client Communication [36:05] Balancing Automation and Personalization   If you like this episode, check out: Mastering Your Messaging with Meghan Clor Discover Your Value by Serving More with John Ray Dildos are Deductions Too with Katherine Studley   Learn more about Katherine's services: https://www.theonlyconsultant.com/ https://www.prismatax.com/ Connect with Katherine on TikTok Kat the_only_consultant Connect with Katherine on LinkedIn https://www.linkedin.com/in/katherine-studley Connect with Katherine on IG kstudley_   Want to learn more so you can earn more?  Visit keepwhatyouearn.com to dive deeper on our episodes  Visit keepwhatyouearncfo.com to work with Shannon and her team  Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

Unlocking the Secrets of Design & Real Estate Success with Devinne Bravaco    Join Jen Josey of the Real Estate Investor Growth Network as she interviews design expert and entrepreneur Devinne Bravaco. Devinne shares her journey from real estate investor to owner of a thriving design business. Learn about budget-conscious designs without compromising quality, essential design trends, and how to manage client expectations. Get actionable advice for scaling your business, managing emotions in client relationships, and achieving a successful ROI. Whether you're a seasoned investor or just starting out, this episode is packed with valuable tips and inspiring stories.   00:00 Introduction to REIGN with Jen Josey 00:54 Badassery Bestowment: Memorandum of Affidavit 03:13 Guest Introduction: Devinne Bravaco 08:10 Devinne's Journey from Real Estate to Design 15:02 Managing Client Expectations and Budgets 23:32 Design Trends: Yay or Nay Game 29:24 Ceiling Design Tips 29:49 Smart Mirrors: Pros and Cons 31:35 Avoiding Design No-Nos 35:28 Flooring Trends in High-End Homes 38:06 Fireplaces: Cost-Effective Choices 38:48 Evolution of Design Taste 42:26 Scaling the Design Business 48:04 Personal Insights and Future Goals     To learn more about Jen Josey, visit www.TheRealJenJosey.com To join REIGN, visit www.REIGNmastermind.com Stuff Jen Josey Loves: https://www.reignmastermind.com/resources Buy Jen Josey's Book: From Beginner to Badass: https://a.co/d/bstKlby

In this episode of Creative Grab Coffee, Ant Darvill shares his journey of acquiring 77 Productions during the pandemic, the challenges of transitioning ownership, and the importance of valuing a video production company. He discusses strategies for preparing a business for sale, the significance of client relationships, and the lessons learned from his experience as a business owner. In this conversation, Kyrill, Ant, and Dario discuss the intricacies of managing client relationships in the video production industry. They explore the importance of setting clear boundaries, structuring deals effectively, and maintaining open communication to ensure project success. The discussion also delves into the challenges of working with clients who have unclear goals and the emerging trend of multi-sensory marketing, highlighting the need for brands to create cohesive experiences across various touchpoints.Timestamps00:00 - Episode Introduction and Guest Welcome02:19 - Guest Bio: Ant Darvill from 77 Productions02:39 - From Consulting to Buying a Production Company07:15 - How Ant Bought 77 Productions from an Ad Agency12:19 - Navigating the Client Transition after Acquisition17:34 - Valuing a Video Production Company: Key Insights29:45 - Major Changes Made Post-Acquisition32:48 - Important Lessons Learned as a Business Owner37:19 - Managing Client Expectations and Setting Boundaries50:54 - Aligning Client Goals with Effective Communication53:57 - The Future of Multi-Sensory and Sonic Branding1:02:28 - Closing Remarks and Episode Wrap-UpSPONSORS:Canada Film Equipment: www.CanadaFilmEquipment.comAudio Process: www.Audioprocess.ca

What happens when things don't go as planned in your design projects?A contractor gets sick, a supplier raises prices, or a hidden problem adds unexpected costs—these surprises can cause major stress and financial loss.Uncertainty is inevitable, but with the right preparation, you can stay in control and keep your business running smoothly.As an interior designer, you need to be ready for the unexpected.In this episode, I share real-life stories of unexpected challenges and how to handle them like a pro. Learn the proactive strategies I use to manage these situations, including building a solid contract, establishing a retainer policy, leveraging your professional network, maintaining financial buffers, and keeping your business profitable - even when the unexpected happens.With these strategies, you'll feel more confident and prepared for anything that comes your way.Don't let the unexpected catch you off guard. Tune in to discover the best ways to safeguard your interior design business and keep your projects on track. Plus, check outMy Design Mentor for expert guidance as you build a thriving design career.Why you've got to check out today's episode: Discover real-life stories of delays, cancellations, and hidden costs, and how to manage them Evaluate existing contracts for provisions for cancellations, pauses, and unforeseen events Identify strategies to establish a financial safety net to avoid debt and burnoutCheck out the show notes >>>How to Handle Unexpected Problems in Interior Design Without Losing Money or Feeling StressedNEXT STEPS: Join theMy Design Mentor to kickstart a successful career in interior design! Grab your freebies: Your Roadmap to a Career in Interior Design 3 Things I Wish I had known when I Started my CareerConnect With Me: Email:podcast@rwarddesign.com Instagram:@rwarddesign Website:rwarddesign.comTimestamps:(0:00) Introduction(02:00) Uncertainty in Design Projects(04:08) Real-life Challenges & Unexpected Situations(08:28) Contracts as Protection(12:13) Managing Client Expectations(13:32) Financial Strategies for Stability(14:40) Proactive Strategies for Managing Unexpected Situations(15:45) Knowing When to Enforce vs. Bend Contract Terms(19:26) Building a Support System(21:04) Final Thoughts and Conclusion

In today's episode, we discuss how client expectations start at the beginning of the design process. It's imperative to build a good relationship with your client. Make sure you are open, honest, communicative, and direct. This will translate to more business in the future, through referrals or future projects.  In this episode we discuss: How to set goals for a client's timeframe while also allowing for situations out of our control. How to normalize issues that come up throughout the interior design process.  Tips for setting client expectations when it comes to a renovation. Tactical ways to normalize issues that come up throughout the renovation and design process. How to set up great communication and be a good listener and sounding board for your clients. Mentioned in this episode:  JOIN: Designer's Oasis Membership FREE DOWNLOAD: 7 Habits of Highly Profitable Interior Designers Sign up for The Brief today!  

Tim and Lindsay welcome Chris Denner, a seasoned photographer with 27 years of experience. The conversation explores Chris's unique approach to photography, his cultural influences, and the evolution of his career. They discuss the importance of community, branding, and innovative marketing strategies, including the effective use of social media and wedding fairs. Chris shares insights on client engagement and the significance of building relationships throughout the photography journey. In this conversation, Timothy Muza discusses the importance of effective communication and transparency in the wedding photography industry. He emphasizes the need for photographers to engage with clients throughout the planning process, manage expectations, and build trust. Muza also addresses the significance of pricing strategies and the shift towards transparency in pricing, advocating for a more open approach to pricing that reflects the value provided to clients. He shares insights on finding a niche market and the importance of understanding client needs to create a personalized experience. In this conversation, Timothy Muza discusses his journey in the photography industry, particularly focusing on the challenges and changes in the destination wedding market post-2020. He emphasizes the importance of having a unique selling proposition to stand out in a saturated market and highlights the need for better representation in wedding photography. Timothy also shares insights on maintaining creativity, the difference between inspiration and imitation, and his future aspirations in the industry, including a desire to move into education and public speaking. Chris' Band on Spotify (The Rebel Yell$): https://tinyurl.com/4zneutm4 Want us to feature your question, photography story, or industry hot take on an episode? Send us a DM, voice note, or video on instagram @TheShootYourShotPodcast. Your privacy is important to us. If you want to remain anonymous just let us know :) Sign up with Imagen AI to streamline your photo editing and get 1500 edits free! Sign up below for this rad AF offer: https://bit.ly/timothypodcast Become an IG reel-creating machine with Social Templates! with Promo code: LINDSAY. socialtemplates.co Chapters 00:00 Introduction to Chris Denner and His Photography Journey 03:05 Cultural Influences and Market Dynamics in Photography 05:57 Building Connections in the Photography Community 09:00 The Evolution of a Photographer's Career 11:49 Starting Out: The Early Years of Wedding Photography 15:06 Transitioning to Full-Time Wedding Photography 17:58 The Importance of Sales and Client Relationships 20:48 Branding and Marketing Strategies for Photographers 24:01 Leveraging Social Media and Wedding Fairs 27:01 Innovative Client Engagement and Workflow Strategies 31:14 Engaging with Clients: The Importance of Communication 33:08 Transparency in the Wedding Photography Industry 34:57 Managing Client Expectations and Building Relationships 39:05 Pricing Strategies and Value Perception 48:23 The Shift Towards Pricing Transparency 56:22 Finding Your Niche and Target Market 01:03:42 Re-entering the Destination Wedding Market 01:06:32 The Importance of Unique Selling Propositions 01:08:48 Representation in Wedding Photography 01:12:23 Creativity as a Muscle 01:19:20 Finding Inspiration vs. Imitation 01:24:10 Future Aspirations and Industry Changes

In this episode of Hustle Inspires Hustle, Alex Quin is joined by co-hosts Michelle Chia and Kevin Pimentel to discuss the art of managing client expectations. Drawing from their extensive experience as digital marketers and agency owners, the trio dives into practical strategies for setting clear expectations, handling misaligned goals, and building trust with clients. They emphasize the importance of simplifying communication to ensure clients of varying knowledge levels feel informed and confident about the services they're investing in. Key insights include the power of transparency, the value of breaking down complex ideas, and the necessity of assessing clients to ensure a mutually beneficial relationship.The episode also explores how to navigate difficult conversations with clients, showcasing Kevin's expert approach to handling conflicts with calmness and tact. Real-life examples highlight the risks of unclear expectations and the benefits of proactive communication. Michelle shares practical tools, like using ChatGPT to explain technical concepts, while Alex stresses the importance of being selective about clients to avoid future conflicts. The episode wraps up with actionable advice on demonstrating value through case studies, maintaining trust, and fostering lasting client relationships. It's a must-listen for professionals looking to refine their client management skills and improve business outcomes.Episode Outline[00:00:01] Alex Quin introduces co-hosts Michelle Chia and Kevin Pimentel, acknowledging their popularity among listeners.[00:05:12] Why balancing excellent service with effective communication is key to client satisfaction.[00:12:30] How to communicate effectively with new clients, regardless of their knowledge of your services.[00:20:45] Michelle shares how breaking concepts down and leveraging tools like ChatGPT can help clients better understand complex services like SEO.[00:33:14] Real-life examples of managing unrealistic goals and the importance of tactful honesty.[00:42:20] Kevin's expert approach to navigating challenging conversations without burning bridges.[00:50:10] Strategies to demonstrate value, foster trust, and sustain long-term client relationships.[00:55:30] Encouragement to provide feedback, share the episode, and contribute to the podcast's growth.Wisdom NuggetsSimplicity Wins: Communicating in a way clients understand builds trust and avoids confusion. For example, use simple terms to explain complex concepts like SEO.Transparency is Key: Clearly outline timelines, deliverables, and challenges at the outset to avoid misunderstandings and prevent client dissatisfaction.Be Selective About Clients: Assess potential clients carefully to ensure alignment in values and expectations, which saves time and mitigates future conflicts.Admit and Address Issues Early: Proactively address concerns before they escalate. This builds credibility and strengthens the client relationship.Leverage Case Studies: Document and showcase successful projects to demonstrate your expertise and reassure potential clients of your value.Power Quotes:"It's not just about doing a good job; it's about how you make your clients feel in the process." – Alex Quin"Mismanaged expectations lead to future disappointments." – Michelle Chia"When clients feel understood, they're more likely to trust your recommendations." – Kevin PimentelConnect With the Podcast Host Alex Quin:Instagram: (https://www.instagram.com/alexquin)Twitter: (https://twitter.com/mralexquin)LinkedIn: (https://www.linkedin.com/in/mralexquin)Website: (https://alexquin.com)TikTok: (https://www.tiktok.com/@mralexquin)Our CommunityInstagram:(https://www.instagram.com/hustleinspireshustle)Twitter: (https://twitter.com/HustleInspires)LinkedIn: (https://www.linkedin.com/company/hustle-inspires-hustle)Website: (https://hustleinspireshustle.com)*This page may contain affiliate links or sponsored content. When you click on these links or engage with the sponsored content and make a purchase or take some other action, we may receive a commission or compensation at no additional cost to you. We only promote products or services that we genuinely believe will add value to our readers & listeners.*See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this insightful episode, we're joined by Logan Graf, an inspiring leader in the accounting world who's charted a unique path to firm ownership. We dive into Logan's journey, exploring the lessons he learned as he rose through the ranks to owning his own firm. Together, we tackle one of the most critical aspects of running a successful business—pricing. Logan shares his experience in raising client prices and the strategy behind managing client expectations to ensure every engagement is mutually beneficial.We also discuss the importance of bridging the gap between the value provided and fees charged, offering listeners key insights on how to communicate value effectively. We shed light on pressing deadlines, like the PTE and BOI reporting requirements, offering our takes on navigating these obligations seamlessly. In addition, Logan opens up about his approach to content creation and building a thriving community around his firm. He believes that connecting with clients and peers on a deeper level is essential for long-term success in this industry. What you'll hear in this episode:[1:50] Logan's Journey to Firm Ownership[4:40] Raising Client Prices[8:35] Managing Client Expectations[13:25] PTE Deadlines and BOI Reporting[17:30] Content Creation and Community Building[26:30] Conclusion and Contact InformationConnect with Logan on LinkedIn https://www.linkedin.com/in/logangrafConnect with Logan on X https://x.com/logangraftax?lang=enConnect with Logan on YouTube LoganGrafTaxConnect with Kelly https://www.linkedin.com/in/kellyrohrs/Connect with Bilal https://www.linkedin.com/in/bmehanna/

Thomas Kemeny is a Creative Director/Copywriter and author of the advertising book Junior. I own the book, recommend the book, and when I'm feeling completely lost on a copywriting job, occasionally smear goat blood on the book and pray to it. An idea always arrives. Thomas has worked at top creative agencies all over the country and has won The One Show, Cannes Lions, and ANDY Awards. His work has been discussed in the New York Times, NPR, and Vanity Fair. He has an equally impressive list of failures (his words, not mine). Follow the man on LinkedIn. If you dig this podcast, will you please leave a short review on Apple Podcasts? It takes less than 60 seconds and makes a difference when I drop to my knees and beg hard-to-get guests on the show. I read them all. You can join my newsletter on Substack. It's glorious. Get full access to Kyle Thiermann at thiermann.substack.com/subscribe

Thomas Kemeny is a Creative Director/Copywriter and author of the advertising book Junior. I own the book, recommend the book, and when I'm feeling completely lost on a copywriting job, occasionally smear goat blood on the book and pray to it. An idea always arrives. Thomas has worked at top creative agencies all over the country and has won The One Show, Cannes Lions, and ANDY Awards. His work has been discussed in the New York Times, NPR, and Vanity Fair. He has an equally impressive list of failures (his words, not mine). Follow the man on LinkedIn. If you dig this podcast, will you please leave a short review on Apple Podcasts? It takes less than 60 seconds and makes a difference when I drop to my knees and beg hard-to-get guests on the show. I read them all. You can join my newsletter on Substack. It's glorious. Get full access to Kyle Thiermann at thiermann.substack.com/subscribe

Podcast guest Andrew Hendricks director: https://www.hencoz.co.nz/ Chapters 00:00 Growing Up in Africa: A Challenging Childhood 03:10 The Impact of Fatherlessness on Identity 06:12 Finding Purpose: The Turning Point of Fatherhood 09:15 Navigating Early Career Challenges 12:15 From Factory Work to Corporate Success 15:11 Insights from Underwriting: Understanding Risk 22:06 Understanding the Role of Advisors and Underwriters 23:32 Managing Client Expectations in Underwriting 25:19 Building Context for Underwriting Decisions 29:29 Navigating Health Conditions and Insurance Premiums 33:16 The Impact of Insurance on Life and Grief 37:01 The Reality of Serious Illness and Financial Strain 38:49 Personal Experiences with Cancer and Caregiving 45:41 Supporting Families During Health Crises 49:35 Checklist for Choosing the Right Insurance Coverage

"They swapped out ‘accounting' for ‘advisory' in CAS, but I still believe it's 'client accounting and advisory services.' At scale, especially with small businesses, it's hard to separate the two. You need a foundational understanding of their accounting model to help architect it in a way that truly tells their story." – Adam Hale The finer details of this episode:The shift from compliance work to advisory roles in accounting.Differences between traditional accounting firm structures and mature CAS practices.Importance of leveraging resources and delegating tasks within accounting firms.Financial metrics and profitability considerations in CAS practices.The concept of selling access rather than time in service pricing.The role of regular meetings in managing client expectations and scope creep.Adoption of a corporate-like structure for improved efficiency and adaptability.The impact of a subscription model on client relationships and service delivery.Strategies for accounting firms to remain competitive in a changing industry.Episode resources:● Summit Virtual CFO by Anders website: https://www.summitcpa.net/● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ Timestamps:Welcome and Introduction (00:00:00)The host introduces the podcast and its mission to provide insights for accounting firms.Overview of CAS (00:00:22)Tom and Adam discuss Client Accounting Services (CAS) and advisory services, highlighting their significance.Defining CAS (00:00:46)Adam explains the evolution of CAS from "Client Accounting Services" to "Client Accounting and Advisory Services."Importance of Accounting in CAS (00:01:02)Adam emphasizes understanding accounting models for effective advisory services, especially for small businesses.Traditional vs. CAS Structures (00:01:52)Discussion on differences between traditional accounting firms and mature CAS practices, focusing on corporate structure.Leveraging Resources in CAS (00:02:06)Adam talks about the importance of leveraging resources and delegating tasks for scaling CAS practices.Transitioning from Traditional Models (00:03:29)Tom shares challenges faced by accounting firms transitioning from traditional models to more scalable structures.Financial Metrics in CAS (00:04:35)Adam discusses financial metrics, contrasting traditional firm profitability with CAS models and their structures.Understanding Profit Margins (00:06:19)Tom and Adam analyze profit margins in CAS compared to traditional firms, aiming for higher profitability.Building Client Relationships (00:09:24)Tom highlights the importance of long-term relationships with clients for smoother operations and better service.Delegation and Offshoring (00:10:06)Discussion on the necessity of delegating work and utilizing offshore teams to enhance efficiency.Measuring Performance in CAS (00:11:59)Adam explains the shift from traditional hourly metrics to responsibility-based performance measures in CAS.Book of Business Targets (00:12:57)Tom and Adam discuss the importance of setting clear book of business targets for team members.Compensation Structure in CAS (00:13:39)Adam outlines how compensation structures differ in CAS, focusing on book of business rather than hours worked.Efficiency Over Hours (00:16:32)Tom advocates for valuing efficiency and client satisfaction over the number of hours worked.Promoting the Virtual CFO Playbook (00:17:33)An unnamed speaker promotes a virtual CFO playbook aimed at helping firms scale and improve client experience.Selling Access in Advisory Services (00:18:30)Tom and Adam discuss the concept of selling access in high-level advisory services, shifting the value proposition.Access to Advisory Services (00:18:51)Discussion on the unpredictability of advisory work time and the subscription model for client access.Managing Client Expectations (00:19:41)Strategies for addressing scope creep through scheduled meetings and clear communication with clients.Rethinking Practice Structure (00:20:20)Encouragement to adopt innovative practices beyond traditional models for growth and efficiency.Corporate Structure in Accounting (00:20:31)Exploring the benefits of a corporate-like structure in accounting practices for better resource sharing.Closing Remarks and Resources (00:21:01)Invitation to visit the website for more tips on achieving success in modern CPA firms.

Jenny Fisher, an experienced Registered Veterinary Technician (RVT) specializing in oncology, shares tales of hope and inspiration, plus insight into the critical roles that vet techs play in the care and treatment of dogs with cancer. From the day-to-day responsibilities of veterinary technicians to emotional and physical demands, Jenny opens up about what it's really like to work in a veterinary oncology team. She also shares a heartwarming story about Bear, a Labrador who beat the odds thanks to cancer treatment and a dedicated veterinary team. Key Topics Discussed: The difference between veterinary assistants, techs, and specialists Behind the scenes of a vet hospital's cancer treatments The critical role of veterinary technicians in surgery and patient care The inspiring story of Bear, a dog who survived against the odds How veterinary technicians provide compassionate support to pet owners The physical and emotional challenges vet techs face daily Your Voice Matters! If you have a question for our team, or if you want to share your own hopeful dog cancer story, we want to hear from you! Go to https://www.dogcancer.com/ask to submit your question or story, or call our Listener Line at +1 808-868-3200 to leave a question. Related Videos:            Your Dog Cancer Story: https://www.youtube.com/watch?v=bOrT39LPcrU Prepare for your first oncologist visit: https://www.youtube.com/watch?v=a9ONO8g_8C0 Related Links: A great article about the “behind the scenes” people on your dog cancer care team: https://www.dogcancer.com/articles/building-your-team/meet-the-heroes-who-fight-dog-cancer-without-a-veterinary-license/ Chapters: 00:00 - Introduction 01:00 - Meet Jenny Fisher, RVT & Oncology Specialist 03:00 - Understanding Vet Tech Credentials and Specializations 04:45 - The Importance of Title Protection for Veterinary Technicians 06:30 - Who's Who in the Vet Practice: From Reception to Veterinary Technicians 09:00 - What Vet Techs Can and Can't Do: Surgical Assistance, Anesthesia, and More 12:00 - Bear's Story: A Labrador's Inspiring Journey Through Cancer Treatment 16:45 - The Emotional Impact of Veterinary Oncology on Vet Techs 18:15 - Why Vet Techs Leave the Profession: Pay and Job Protection Issues 20:30 - The Physical and Emotional Demands on Veterinary Technicians 23:00 - Long-Term Health Risks for Vet Techs: Radiation and Hazardous Drugs 25:45 - Managing Client Expectations and Communication in a Busy Hospital 28:00 - How Veterinary Technicians Handle Emotional Labor and Client Judgement 30:00 - Why Vet Hospitals Need More Vet Techs and Assistants 31:45 - The Cost of Veterinary Care: Efficiency and Staffing Ratios 33:00 - Becoming a Veterinary Technician: Training and Certification Explained 36:00 - The Role of Vet Techs in Cancer Treatments: Chemotherapy, Radiation, and More 37:45 - Closing Thoughts: Jenny Fisher on the Future of Oncology Vet Techs Get to know Jenny Fisher: https://www.dogcancer.com/people/jenny-cassibry-fisher-rvt-vts-oncology/ For more details, articles, podcast episodes, and quality education go to the episode page: https://www.dogcancer.com/podcast/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you using the right SEO tools to get your podcast noticed? Find out how to incorporate various tools and smart content planning into your SEO strategy, which could boost the discoverability of your show. Today, while our lead host Marc Ronick is traveling, the rest of the crew takes over to talk about tools like Google Keyword Planner, SEM Rush, and Answer the Public. We also discuss whether AI is the best tool to improve your podcast's SEO and reach more listeners. Stay tuned until the end of the episode, where we share our personal wins and challenges. You'll get an inside look at our journey and the obstacles we're working through. Episode Highlights: [2:45] AI Tools for SEO and Content Creation [3:27] SEO for Audio-First Podcasts [21:23] Using Answer the Public for Content Planning [35:22] Challenges and Strategies for Podcast SEO [45:25] Preparing for Time Off and Managing Client Expectations [49:14] Weekly Wins and Challenges Links & Resources:  The Podcasting Morning Chat:  www.podpage.com/pmc Tasha's question about SEO:  www.facebook.com/share/p/Cpvr8mcFQ7ovKg2s/ Join The Empowered Podcasting Facebook Group: www.facebook.com/groups/empoweredpodcasting⁠ SEO Article GPT:  https://bit.ly/40gByQy Sem Rush: www.SemRush.com Answer The Public:  www.answerthepublic.com/ Google Keyword Planner: https://ads.google.com/home/ Remember to rate, follow, share, and review our podcast. Your support helps us grow  and continue to bring valuable content to our community. Join us LIVE every weekday morning at 7am ET (US) on ⁠Clubhouse⁠: ⁠ https://www.clubhouse.com/house/empowered-podcasting-e6nlrk0w Brought to you by ⁠iRonickMedia.com⁠ and ⁠NextGenPodcaster.com⁠ Please note that some links may be affiliate links, which support the hosts of the PMC. Thank you! --- Send in your mailbag question at: https://www.podpage.com/pmc/contact/ or marc@ironickmedia.com

Join Kyle Hunt in this captivating episode of Remodelers On The Rise featuring a webinar with A.J. Ballantine, founder and CEO of Cornerstone Remodeling and Rendr. Discover actionable insights on sales process, empathy mapping, and enhancing team collaboration throughout the sales process. Uncover key takeaways on enhancing customer value and accelerating growth. Don't miss this dynamic discussion where industry expertise meets practical application. ----- Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit RemodelersOnTheRise.com today and take your remodeling business to new heights! -----   Takeaways Sales processes can always be improved. Empathy mapping helps align sales processes with customer needs. Value engineering is crucial for effective sales. Establishing a comfort zone in budgeting is essential. The MOSCOW method aids in prioritizing customer needs. Design agreements should reflect customer expectations. Automated communication enhances client engagement. Understanding customer pain points is key to success. Continuous learning is vital in the remodeling industry. Creating perceived value is important for closing deals. Creating perceived value is crucial for client engagement. Streamlining the design process can significantly reduce project timelines. Understanding client needs helps in accurate budgeting. Building value differentiates your services in a competitive market. Leveraging technology enhances proposal presentations. A strong follow-up process increases client conversion rates.   Chapters 00:00 Introduction to Sales Process Improvement 02:53 AJ Ballentine's Remodeling Journey 06:11 Understanding Customer Pain Points 09:09 Value Engineering in Sales Process 11:59 Empathy Mapping for Customer Insights 15:14 The MOSCOW Method for Prioritization 18:08 Establishing Comfort Zones in Budgeting 21:00 Design Agreement Process Overview 23:50 Deliverables and Client Engagement 27:07 Final Thoughts on Sales Process Optimization 33:12 Creating Perceived Value in Client Engagement 36:38 Streamlining the Design Process for Efficiency 39:02 Understanding Client Needs and Budgeting 43:10 Transparency in Budgeting and Client Communication 49:07 Managing Client Expectations and Project Scope 52:58 Building Value and Differentiation in a Competitive Market 01:00:54 Leveraging Technology for Enhanced Client Proposals

In this episode of "The Free Lawyer," host Gary Miles, with 45 years of legal experience, explores the essential elements of building strong client relationships. He emphasizes managing client expectations, maintaining effective communication, providing exceptional service, and addressing client concerns. Gary advises lawyers to set clear expectations, communicate regularly, personalize services, and handle dissatisfaction professionally. By following these principles, lawyers can enhance client satisfaction and achieve greater success and fulfillment in their practice. Building Strong Client Relationships (00:01:05)Discuss enhancing client relationships through trust, exceptional service, and managing expectations. Managing Client Expectations (00:03:33)Exploration of strategies to set realistic expectations and understand client needs to avoid dissatisfaction. Effective Client Communication (00:09:50)Maintaining open communication, providing regular updates, and responding promptly to client inquiries are important. Providing Exceptional Service (00:13:47)Steps to personalize service, exceed client expectations and create a positive client experience. Handling Client Concerns (00:17:31)Strategies for addressing client dissatisfaction through active listening, professional responses, and proactive communication. Would you like to learn more about Breaking Free or order your copy? https://www.garymiles.net/break-free  Would you like to schedule a complimentary discovery call? You can do so here: https://calendly.com/garymiles-successcoach/one-one-discovery-call

In this episode, I'll be breaking down the art of maintaining emotional hygiene while running a business, especially for those juggling client demands and personal well-being.Through my own experiences, I highlight the importance of having strong boundaries, knowing when to hold space for clients' discomfort, and recognizing what's truly within your control. From balancing client expectations to managing anxiety, I share practical tips that can save your energy and mental health.Get ready for some insights that you can apply today to protect your peace while still delivering excellent results for your clients.Here are the highlights:(2:39) Understanding the Role of a Coach (3:32) Personal Experience with Anxiety and ADHD (7:13) Setting Boundaries and Managing Client Expectations (10:10) Handling Client Discomfort and Maintaining Composure (16:38) The Importance of Boundaries and Breaks To find out more:Website: www.pollylavarello.comInstagram: https://www.instagram.com/pollylavarello/Free masterclass: https://pollylavarello.lpages.co/evergreen/This podcast is proudly produced by The Podcast Boutique

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In this special episode of Workflows, we're calling Workflows Mentors. Scott Wyden Kivowitz partners up with Lindsay Coulter and Tim Muza of the Shoot Your Shot Photography Podcast. We will share our wisdom on balancing work and life with outsourcing and technology for a demanding photography career.Ask your question by sending an audio message to Imagen on Instagram, or by posting in the Imagen Community.“Most days feel like days off because of the joy I find in my work and the lifestyle it allows me to have.” – Lindsay Coulter"You can triage that way, you can decide for yourself based on what your clients react to. What is truly, truly, truly on fire?  Who's real big mad at me?" - Tim MuzaWhy You Should ListenUnlock practical tips to minimize phone distractions and maintain work-life balance.Learn effective strategies for client communication and managing expectations.Discover the benefits of outsourcing to improve productivity and mental well-being.Gain insights into the emotional challenges of managing a photography business and ways to mitigate stress.Get inspired by personal stories and advice on optimizing your photography workflow.ResourcesBetter Than BookedShoot Your Shot PodcastTim Muza PhotographyTim Muza FilmLindsay CoulterTune in to the Workflows Photography Podcast for an inspiring blend of photography insights, systems, advice, and forward-thinking methods from photographers just like you.(00:00) - Welcome to the Crossover Episode (02:58) - The Importance of Workflows (04:53) - Balancing Business and Personal Life (07:06) - Listener Questions and Advice (19:45) - Outsourcing and Overcoming Challenges (33:07) - Balancing Work and Personal Life (34:51) - Intentional Time Off (36:31) - Finding Joy in Work (39:49) - Managing Client Expectations (40:37) - Productivity Tips and Tools (49:39) - Healthy Boundaries and Communication (58:28) - Final Thoughts and Farewell Join the Imagen Community on Facebook to continue the discussions between episodes. Imagen's Culling Studio is where efficiency meets creativity.  Our new integrated solution combines our next-level culling algorithm, in-app reviewing, and AI editing in a single intuitive platform. Tailored for photographers who value speed and personalized quality results, Imagen strives to enhance every aspect of your post-production process. Open the Imagen app and give the new Culling Studio a try today.​   

This week's episode discusses managing client expectations in the coaching industry. Em and Lex discuss how to help set and manage expectations with potential and active clients from the sales call through the end of a coaching engagement. Here's what you'll learn: Tools that Em and Lex use while they are working with clients to help set expectationsWhy it's important to set expectations early on in the coach-client relationship Meeting your clients where they are and operating with a solution-driven mindsetYour role as a coachThe importance of boundaries as a coachHow Em and Lex have set boundaries for themselves to maintain being able to show up for your clientsHow setting expectations at the get-go can help your clients appreciate and value your time together, coaching more And more! Listener Links: Follow Em & Lex on Instagram at @readysetcoachcommunitySign up for the Ready Set CLIENTS Conference/Learn More: https://www.readysetcoachprogram.com/clientsJoin the Ready Set Coach Community: www.readysetcoachcommunity.comLearn more about Second Degree Society and THEPRBAR inc.

Summary In this episode, Alison Hatch discusses the importance of incorporating creativity into your photography business and website. She shares a story about a photographer who was asked to take photos of pets by her brother's girlfriend and how it led to an unhappy client situation. Alison emphasizes the need to manage client expectations and delight them through clear communication and a well-designed website. She suggests thinking of your website as a storefront and creating a curated and organized experience for your clients. By providing clear information, easy booking processes, and personalized touches, you can create a positive client experience and eliminate clients who are not the right fit for you. Takeaways Incorporate your creativity into your photography business and website design. Manage client expectations by delighting them through clear communication and a well-designed website. Think of your website as a storefront and create a curated and organized experience for your clients. Eliminate clients who are not the right fit for you by providing clear information and easy booking processes. Sound Bites "How can you do this creatively?" "You can be creative with your font choice or your word choice." "Have you ever been in that situation before? Have you been in the situation with an unhappy client?" Keywords photography, creativity, website design, managing client expectations, delighting clients, client experience Alison Hatch Photo Film Soup Online Course Calendly Loom

How do you determine the appropriate budget for a design project and what factors influence the higher and lower ends of the $20,000 to $100,000 range? Welcome back to the AC Method Podcast, where today we go over the art of savvy budgeting for design projects, from $20k to $100k, and the “AC Method” for client engagement. We highlight: the importance of quick yes/no feedback, being responsive, and turning quotes around in 5-7 days. We discussed the terrain of balancing client expectations with revision limits and explored the impact of strategic signage placements on business success. From active listening to selling without the price tag – it's all right here to transform your approach to entrepreneurship and business influence.

In this final episode of 2023, Simple and Smart SEO Show host, Crystal Waddell, sums up the year by revisiting the top three most listened to episodes from season two.The first recap is from Episode 55 with Angie Coley where they discuss optimizing a business by focusing on people, profits, and processes. The second recap is from Episode 60 featuring Nicole Lewis, an Etsy expert who shares practical SEO strategies for online sellers. The final recap is from Episode 69 with Matt Diamante, who shares his insights on local SEO and emphasizes building your online presence as if you were building a physical storefront. Crystal ends the episode wishing listeners Merry Christmas and a happy holiday season.00:00 Introduction to the Podcast00:27 Recap of the Most Listened Episodes00:37 Episode 55: Angie Coley on SEO01:00 Insights on Business Problems and Solutions02:36 Discussion on SEO Interpretation05:00 SEO as a Game07:36 Episode 60: Nicole Lewis on Etsy SEO09:05 Importance of Effective SEO and Branding10:07 Understanding Etsy as a Search Engine13:50 Episode 69: Matt Diamante on Local SEO14:11 Understanding SEO and Website Traffic18:22 Managing Client Expectations in SEO20:00 Conclusion and FarewellIf you're looking for a unique, handcrafted way to spruce up your home or office, then Collage and Wood is the perfect place for you! We offer a range of beautiful wooden signs that are perfect for any occasion. Our talented team of artists will work with you to create a sign that perfectly suits your needs. So why wait? Visit Collage and Wood today!Support the showWant to search the Simple and Smart SEO Show podcast for something you heard? Now you can!!! It's free!JOIN the 3-Day Supercharge Your SEO Challenge!Apply to be my podcast guest!

Today, I'm joined by Taylor Schulte, a financial planner, author, speaker, and Founder of Define Financial. He's also the host of two financial podcasts, including the Stay Wealthy Retirement Show, and Experiments in Advisor Marketing.For advisors with a podcast OR for those who have thought about starting one, Taylor is proof that it can be a valuable asset to your business. Not only have his shows racked up more than 2 million downloads, but they've driven an estimated 98% of new revenue for his firm. His podcasts also have allowed him to expand geographically, with more than 50% of his clients connecting via Zoom. 3 of the biggest insights from Taylor Schulte … Taylor's podcasting playbook, including how to define your niche and turn listeners into paid clients. Why getting hyper-specific on your ideal audience allows you to expand your geographic reach and become more selective when choosing new clients. A step-by-step framework for how Taylor onboards new clients – including the client engagement standards + advisory agreement he gets every client to review and sign that sets expectations, protects his time, and creates the ultimate client experience.JOIN THE DBDL INSIDER CREWTo become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/41FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright ©️ 2023 Triad Partners. All rights reserved. TP11233252252

Explore the dynamic world of accounting and advisory services in today's episode with Damien Greathead and Penny Breslin!In this episode, Damien and Penny delve into the intricacies of virtual controller services, discussing the evolving role of accountants in today's digital landscape. They share their experiences from QuickBooks Connect in Las Vegas, comparing it to other industry events and reflecting on the unique energy and challenges of such gatherings.The conversation navigates through the challenges of adapting to different climates – both weather-wise and within the realms of client advisory and accounting services. They discuss the critical aspects of client relationships, from managing expectations to handling complex payroll situations and the emotional weight that comes with it.Damien and Penny also tackle the topic of verticalization in accounting services, emphasizing the need for specialization to enhance efficiency and client satisfaction. They explore the nuances of client advisory, from budgeting and payroll management to the delicate art of having difficult conversations with clients.Whether you're a seasoned professional or just starting, join Damien and Penny for a deep dive into the world of strategy and virtual controlling, where they share valuable lessons from their extensive experience and lively discussions.[00:00 - 07:01] Discussion on Business Growth and HiringExploring the necessity of adapting to different client needs in accounting, including the transition from bookkeeping to more comprehensive advisory roles.Penny and Damien discuss challenges and strategies for having difficult conversations with clients.It is important to set boundaries, manage client expectations, and share insights on balancing direct client work with broader firm management.[07:01 - 18:25] The Importance of Communication in Client RelationshipsThe evolution of client advisory and accounting services highlights the differences in conversations between CAS advisors and traditional tax or bookkeeping roles.Penny recounts a particularly stressful situation involving a payroll error and its resolution, emphasizing the emotional aspect of client interactions.There is a need for accountants to have difficult conversations with clients, including discussions on budget adherence and expense management.Discussing the broader aspects of running an accounting firm, including the challenges of managing a diverse client base and integrating technology for efficiency.[18:25 - 25:07] Understanding Your Limitations and Dealing with Employee IssuesPenny discusses the importance of acknowledging when a question is beyond her expertise and the value of finding someone who can provide an answer.Damian and Penny explore the concept of managing client expectations and being honest about areas of expertise and limitations.The idea of drawing from personal experiences in business to provide clients with more relatable and practical advice.[25:07 - 35:18] Managing Client Expectations and Improving Business ModelPenny discusses prioritizing client needs, setting aside time for important clients, and managing less critical tasks accordingly.The conversation covers the importance of asking clients about their timelines and urgency for resolving issues, highlighting the need for flexibility in client management.The hosts delve into the role of a CAS (Client Advisory Services).They explore the idea of using monthly meetings or calls to discuss predefined topics, such as credit card usage and ROI, internal controls, and financial...

Communication is the heartbeat of every relationship, and the bond between lawyer and client is no different. Listen in as we discuss the challenges and strategies of managing client expectations in the legal field with Matt Murphy from Montana. Specializing in workers' compensation cases, Matt shares his invaluable experience and emphasizes the importance of being upfront and honest with clients, even when the news isn't the most favorable. We also tackle the complexities of managing expectations in personal injury cases and the pivotal role trust plays in the lawyer-client relationship. We highlight the importance of keeping clients in the loop and seeking their feedback, no matter how uncomfortable it might be. Listen to how changes in judges or legal rulings can alter a case's trajectory and the need to involve clients in the decision-making process. Get insights on the importance of transparency and the art of delivering difficult news. Matt shares practical tips on effectively communicating with clients and setting realistic expectations.  This episode is a must-listen for anyone in the legal field looking to enhance their client communication skills and build stronger relationships. Learn about the importance of open communication, managing expectations, and maintaining a strong client-lawyer relationship.  In this episode, you will hear: The importance of building client relationships Importance of communication and trust Challenges with accepting medical treatment choices Importance of documentation and contact information Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: You can learn more about Matt Murphy & his practice by visiting: Matt Murphy website profile: https://www.murphylawoffice.net/about-our-attorneys/matthew-murphy/  Murphy Law Firm website: https://www.murphylawoffice.net/ Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know I sent you.

Hello everyone, welcome back to The Bilna Sandeep show! Today I have two amazing guests on the show who are both from the interiors industry.  So, we have Sunit who is from residential interiors sector and we have Sneha who is mostly into the design of the commercial, amazing commercial interior spaces.  So welcome Sunit, welcome Sneha. Sunit: LinkedIn Sneha: LinkedIn Check out this episode on YouTube  Part 1:⁠ ⁠https://youtu.be/gN62crUU-ZA?si=HEJlbzrUGqyFuRZX Part 2:⁠ ⁠https://youtu.be/rRI8-sRNOjI?si=DiQpraEh3WpN6DVL If you want to join my network of amazing people, book a call with me at this⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠link⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://calendly.com/bilnasandeep  Homepreneurs Instagram: ⁠⁠⁠⁠⁠⁠⁠ ⁠https://www.instagram.com/homepreneurs/⁠⁠⁠⁠⁠⁠⁠⁠ Growwie's Instagram:⁠⁠ ⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/growwiemedia/⁠⁠⁠⁠⁠⁠⁠⁠⁠ Growwie's Website:⁠⁠ ⁠⁠⁠⁠⁠⁠⁠www.growwie.com⁠⁠⁠⁠⁠⁠⁠⁠⁠ Built Market Lab's Website:⁠ ⁠⁠⁠www.builtmarketlab.com⁠⁠⁠⁠ Timestamps for your convenience: From Banking to Interior Design (0:53) From Luxury Flying to Design (03:14) Navigating Cultural Differences (08:24) Tailoring Designs to Personalities and Preferences (11:22) Overcoming Budget Constraints (14:18) Managing Client Expectations (17:34) Trusting and Empowering the Team (22:05) The Quest for Work-Life Balance (27:49) Learning to Say No (29:58) The Fear of Taking Vacations (34:29) The Risk and Rewards of Hiring (36:11) The Business-Oriented Partnership (41:45) The Strength of Distinct Roles (44:38) Honesty and Transparency with Clients (46:31) Consistency and Mental Strength (49:31) Embracing Mistakes as Opportunities for Growth (50:51) The Role of a Strong Network and Mentors (52:27) If you found this episode useful, I would be grateful if you could take a screenshot and share it on Instagram stories by tagging me. If you are listening to this Podcast on iTunes, please take a moment to rate my podcast. I would really appreciate your feedback, and it will help me do more for you all. Select 'View in iTunes' > click on 'Ratings and Reviews' > You can tap on the number of stars to rate and click and write a review to type your valuable feedback for me. Rate us on iTunes and leave us a review on today's episode. Be sure to let me know what valuable insights you gained from today's episode. Follow us on social media for more tips: Bilna's Instagram -⁠⁠ ⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/bilnasandeep/⁠⁠⁠⁠⁠⁠⁠⁠⁠ Homepreneurs Instagram -⁠⁠ ⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/homepreneurs/⁠⁠⁠⁠⁠⁠⁠⁠⁠ Website -⁠⁠ ⁠⁠⁠⁠⁠⁠⁠https://bilnasandeep.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.homepreneursclub.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook -⁠⁠ ⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/homepreneursclub/⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube -⁠⁠ ⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/c/BilnaSandeep/featured⁠⁠⁠⁠⁠⁠⁠⁠⁠ Send in a voice message: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://anchor.fm/bilnasandeep/message⁠⁠⁠⁠⁠⁠ --- Send in a voice message: https://podcasters.spotify.com/pod/show/bilnasandeep/message

In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management delve into the crucial topic of managing client expectations as a Certified Financial Planner (CFP) and how it sets the foundation for a successful and fulfilling relationship. We explore the pivotal role communication plays in understanding and aligning with clients' financial goals, aspirations, and risk tolerance. By effectively managing expectations, CFPs can create a personalized financial plan that not only meets their clients' needs but also exceeds them. Additionally, we explore the long-term benefits of managing expectations, such as building trust, fostering loyalty, and ultimately nurturing mutually satisfying relationships.  — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind. Stay Connected With Us: Podbean: findingtruewealth.podbean.com YouTube: / @peakwealthmgmt Apple: rb.gy/1jqp6 (Trust the Plan Podcast) Facebook: Facebook.com/PeakWealthManagement Twitter: Twitter.com/nhopwood1 www.peakwm.com

Nils and Alex chat about managing client expectation, partnerships and collaboration, the Woo expert program and end with agency tips.

Nils and Alex chat about managing client expectation, partnerships and collaboration, the Woo expert program and end with agency tips.

Nils and Alex chat about managing client expectation, partnerships and collaboration, the Woo expert program and end with agency tips.

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Ben Juncker is the co-founder and CEO of Craftsman's Choice, a leading exterior remodeling contractor in Minnesota and one of the highest volume James Hardie siding installers in the United States. As a result of his success in the residential home improvement industry, Ben has been tapped many times by major home improvement brands, including James Hardie, to help up-and-coming contractors overcome their growth challenges so that they can scale into profitable 8-figure construction businesses. In 2021, Ben wrote the book The Minnesota Homeowner's Guide to Exterior Siding, an Amazon #1 bestseller in the home improvement category. When he's not coaching other contractors or helping people fall in love with their homes again, you can find Ben playing an active role in his community as a minister at his church.   2:06 Getting Started in the Business  3:48 Why James Hardy Siding  6:04 Business Structure and Growth  13:18 Ben's Biggest Challenge Today in the Business  22:00 Managing Client Expectations  28:04 James Hardy new product line and a new sales process  30:00 Best advice for Contractors   FOR MORE FROM BEN:  Twitter Handle: @CraftsMNsChoice Website: https://craftsmanschoice.com/ LinkedIn: https://www.linkedin.com/in/ben-juncker-54256034/ Facebook: https://www.facebook.com/Craftsmans-Choice-143846665627086/

Managing Your Client's Expectation.Real Estate Coach Dan Rochon of No Broke Months for Real Estate Agents talks about managing your client's expectations. He explains that we need to understand the importance of setting realistic expectations and delivering promises.Learn how to Manage your Client's Expectations in this new episode of No Broke Months for Real Estate Agents.--To find out more about Dan Rochon and the CPI Community, you can check this link:www.NoBrokeMonths.com --Stop

Building a firm and starting a firm is not easy! But what Bill is going to cover today is easy. It's easy to learn. It's easy to do. And it will have a disproportionate positive impact on your business. The reason this stuff works is that it goes to the core of any successful business, which is client happiness! That is at the core — If your clients are happy, they will go out and rave about your business and any people they talk to.If those people need help in the same area in the future, they are the easiest leads to convert. Let's think about client happiness in a different way. There are two components to client happiness. Objective Client expectations This and more is what our podcast guest Bill Farias talks about today in this throwback MaxLawCon 22 presentation. Listen in!3:13 When what you get falls short of what you were promised! 8:02 Not properly managing and meeting people's expectations 8:58 Using a formula to manage clients expectations 10:25 Step 1 - If you do the work up front …10:40 Step 2 - Humans want to make other people happy = Operations - Process - Costs 14:12 How to get started and making a game plan16:53 Tools

Have you ever had a job that was a miserable experience because you were trying to meet completely unrealistic expectations?Setting client expectations is part of the job when you're in the wedding planning business or really any client-facing business. No matter what service or product you provide, it's important to set client expectations and maintain them from the start to the finish of your experience together. In this episode of Design Your Wedding Business, we're talking about how to seamlessly set client expectations in the wedding and event industry with special guest Renée Sabo. Trust me, setting expectations early in the process of working with a client makes the whole experience so much easier and more enjoyable for everyone, so let's talk about how to do it. Renée is a wedding planner, educator, and creative entrepreneur serving event professionals who are ready to grow in the wedding industry. Her vast array of industry experience over the past twelve years has given her insight into every facet of the event industry and helped shape her approach to wedding planning today.Topics covered in this episode include:The importance of transparency How to set realistic client expectations How to be the best team playerIf you're someone who often finds yourself bending over backward trying to make people happy, this one's for you!I would love to connect on Facebook: www.facebook.com/JenTaylorConsulting & Instagram: www.instagram.com/designyourweddingbusiness/!Resources Mentioned:Visit Renée's Website: www.reneesabo.comFollow @theconfettihour on Instagram: https://www.instagram.com/theconfettihour/ Follow @urban_soiree on Instagram: https://www.instagram.com/urban_soiree/ Show notes available at jentaylorconsulting.com/episode45

This week's episode has not one, but two lovely guests! Emily and Brooke of Enhanced by EB are co-owners of a hair and makeup company based out of Charlotte, NC. We chat about loneliness in entrepreneurship, and how gaining a business partner was a literal answer to prayer. I also talk with them about the relationship between photography and hair/makeup, whether you should tell your hair or makeup artist if you don't like something, and their fave beauty products. Do you struggle with comparison and having a healthy self-image as a believer? This episode is for you. Find Emily and Brooke Online at:https://www.enhancedbyeb.comAnd on Instagram at: @enhanced_by_ebEmily's Podcast: https://podcasts.apple.com/us/podcast/filter-free-podcast/id1561816533Visit Oh Happy Day on Instagram: @ohhappydaypodcastFind us online at www.ohhappydaypodcast.com and sign up for my email list to receive my list of top books for Christian creatives.Dubsado - A business management platform Sign up for Dubsado and get 20% off your first month or year subscription! Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

Lack of communication and surprisingly large bills are often major sources of complaint for law firm clients, but it doesn't have to be that way! Attorneys Shreya and Colin Ley share their simple strategies for managing client expectations and providing a better customer experience. Shreya Ley is a Lawyer-Human with LayRoots. Colin Ley is an asset protection attorney with LayRoots. 

Lack of communication and surprisingly large bills are often major sources of complaint for law firm clients, but it doesn't have to be that way! Attorneys Shreya and Colin Ley share their simple strategies for managing client expectations and providing a better customer experience. Shreya Ley is a Lawyer-Human with LayRoots. Colin Ley is an asset protection attorney with LayRoots. 

This week, Phillip and Brittany cover managing client expectations. We use three examples from our own personal experiences as case studies to talk about what we did and why we think our methods can be succesful.     **Topics discussed:** 1. Communication 2. Case Studies 3. Managing Expectations 4. Incorporating Add-Ons    **Links mentioned in this episode:**   Our Custom Playlist On Musicbed: https://fm.pxf.io/WVFB   Check Out Our Website Hosting Platform of Choice: https://www.cloudways.com/en/?id=620276   Join our private Facebookgroup! https://www.facebook.com/groups/weddingvideographyforbeginners/   Get a Free Month With Backblaze Cloud Backup! https://secure.backblaze.com/r/00x4zw   Link to Our Gear: http://bit.ly/36gOwzd   Youtube music licensed through MusicBed MB01IXAJVOGIWQO

Jeffrey Sherman and Sam Lau welcome Brenda Vingiello, chief investment officer at Silicon Valley-based wealth management firm Sand Hill Global Advisors, to the latest episode of The Sherman Show, recorded Sept. 13, 2022, during the Future Proof Wealth Festival in ... Read More

Clients don't do this everyday. When you normalize issues that come up, it helps to remind clients this isn't a house of cards. This one issue (usually) isn't going to affect the whole project.    Client expectations start at the beginning of the design process. It's imperative to build a good relationship with your client. Make sure you are open, honest, communicative, and direct. This will translate to more business in the future, through referrals or future projects.  In this episode we answer questions like… How can I set goals for their time frame and also allow for situations which are out of our control? How can I normalize issues that come up throughout the process? Here's a glance at this episode… [02:50] Why is this piece of the process so important? We talk about why it's important for you as the designer as well as for the client. [04:20] I share some tips for setting client expectations when it comes to a renovation.  [06:05] I share tactical ways to normalize issues that come up throughout the renovation and design process. [09:26] How to set up great communication and be a good listener and sounding board for your clients.

How to set the stage for communicating what really matters. https://bit.ly/38CsVHo