As the expert, you know the steps your accounting clients need to take for them to achieve their goals. But, there is often a struggle in getting the client to follow through despite it being in their best interest. Many firm team members have given up, feeling helpless in getting their clients to adjust. But what if that wasn't the case? What if there were a way to actually get your clients to adjust?
In this live session we will dig into the strategic approach your firm can take to reverse this trend, and see your clients willingly make the valued adjustment opportunities you are bringing to them.
About the session
By the end of this session, you'll be able to:
- Identify reasons firms give up attempting to get their clients to change
- List the 4 elements needed to make change simple for your clients
- Identify the importance of tools to accompany behaviour change
- Set the communication plan to reinforce this behaviour change
Meet our presenter
Will Hill, MBA
Will is the founder and owner of Will Hill Consults, LLC; a coaching and consulting firm serving the tax and accounting profession. Will has been serving the Tax & Accounting community since 2001. Will’s excitement and passion for seeing firms achieve their success is palpable in all of his interactions.
Through his 20+ years in the profession Will has taught countless classes on firm management, change management, and advisory services. His travels to implement software and perform business workflow consulting have taken him to over 400 firm offices to work directly with firm owners and their team members.
Known for his combination of creativity and practicality, you may have read an article written by Will in many of the industry publications and thought leadership sites or heard him on various webinars and podcasts throughout the profession. In 2021 Will was named by Accounting Today in their “Top 100 Most Influential People in Accounting” list. Will has also twice been recognized by the CPA Practice Advisor in the “Under 40” lists (sadly, no longer eligible for any ‘Under 40’ awards).
