Client Conversation Coach

Mike Milan will be joining Matthew and Dan to discuss ways to start a conversation with clients to build value and share advisory conversationsQB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Earn CPE through Earmark: https://bit.ly/QBPHCPE Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog Register for upcoming webinars at https://www.qbpowerhour.com/ 00:00 Introduction to Earmark App and Course Enrollment01:08 Welcome to QB PowerHour Webinar Series01:34 Meet the Hosts and Guest Speaker01:53 Client Conversation Techniques with Cashflow Mike03:05 Understanding the Client's Perspective16:06 The Compass Technique and Nudge Pact35:09 Clearing the Noise: Starting Conversations Right37:08 Exploring Deeper: Getting to the Root of Issues39:02 Using the Crowbar Technique40:04 The Mirror Moment: Solving Problems Through Stories50:46 Client Conversation Coach in Action50:52 Interactive Demo: Visualizing Solutions58:00 Membership and Support: Becoming Part of the Community01:01:59 Final Thoughts and Upcoming Topics