How to have the account management call without feeling like you are being an order taker for the client episode artwork

EPISODE · Nov 22, 2025 · 7 MIN

How to have the account management call without feeling like you are being an order taker for the client

from How to Make Partner Podcast · host Heather Townsend

Do your client ‘account management’ calls feel more like taking orders than giving valuable advice? In this episode, I explain how to change these conversations so you feel like a valued professional and trusted advisor not just another pair of hands.This problem often happens when we let the client dictate the entire relationship, slowly training them to see us as reactive order takers. To change this, you need to take control of the conversation and shift the focus to proactive, strategic advice. In this episode, I'll walk you through a simple process to make your next client call more valuable for both of you, and for your firm.In this episode you will learn:Why sending a simple agenda beforehand is the most powerful thing you can do.How to lead the meeting from the very beginning to establish yourself as a peer.The powerful questions you need to ask that elevate you from a doer to a thinker.How to turn a routine catch-up into a strategic conversation that the client values.If you find this episode useful, don’t forget to like it and then subscribe so you don’t miss another episode.What help is out there for you to progress your career in the professions?If you’re thinking, 'I get the theory, but I need more help with winning work and difficult conversations’, our Progress To Partner Academy can help you. That's precisely why we have a suite of courses in the Progress to Partner Academy to help you with this. For example, our course 'The Go-To Expert' gives you all the tools to confidently win work and always be in demand for new business. And our how to have a difficult conversation virtual masterclass gives you the ‘how to’ for having these crucial conversations.About Progress To Partner Academy: On-demand career help and guidanceYou have to drive your career forwards. Your firm wouldn't do that for you.Stop waiting to be noticed for your firm to send you on a course or invest in your development.Make the firm notice you! You will get the skills and knowledge about what the partners are really looking for when you join our Progress to Partner Academy.Join our Progress To Partner Academy - https://subscribe.howtomakepartner.com/progresstopartner/ and use the code PODCAST10 to get 10% off 12 months of premium annual membership.Links:Complete our FREE Partnership Readiness Assessment - https://careerprogressionreadiness.scoreapp.com to see where you have gaps in your own development - you'll get a personalised report with actions for what progress your career forwardConnect with me on LinkedIn - https://www.linkedin.com/in/heathertownsend/Join our Progress To Partner Academy - https://subscribe.howtomakepartner.com/progresstopartner/ and use the code PODCAST10 to get 10% off 12 months of premium annual membership.Buy your copy of Poised for Partnership - https://amzn.to/3ETEYk3Buy your copy of How To Make Partner And Still Have A Life - https://amzn.to/4iLxugMBuy your copy of The Go To Expert - https://amzn.to/3HGPYlPBuy your copy of The Financial Times Guide To Business Networking - https://amzn.to/406QPma Get full access to How to Make Partner at howtomakepartner.substack.com/subscribe

Episode metadata supplied by the publisher feed · Published Nov 22, 2025

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How to have the account management call without feeling like you are being an order taker for the client

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