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3 steps to getting the most out of every meeting

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meetings can be hard to get. don’t waste them.

by ty hendrickson

every single day you are selling. it could be an idea, a product, an action or even selling yourself. it’s easy to agree that, yes, you are always selling something.

more: build the practice you want in 4 steps | get goal-ready for 2021 | three w’s for networking the right way | the cpa firm partner’s role is changing | the no. 1 reason accountants fail to build advisory practices | 4 reasons to welcome rejection
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however, you may not intentionally approach each one of your client meetings as a sales call. by spending three to four minutes preparing before each interaction and by working through the three steps below, you will find your clients agreeing with you and buying into your ideas and services.
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learning to love video calls

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four people on each side of a videoconferencetake the pain out of online meetings with weekly updates.

by jody grunden
building the virtual cfo firm in the cloud

if you’re the type of person who cringes at the thought of “another meeting,” i’m here to tell you, you’ve got to get over it. when you work with and for your clients remotely, you simply have to embrace meetings.

more: try an accountability chart instead | give your leadership team time to lead | hate billing? use a different method | use bots to your advantage | how to attract clients like a magnet | 6 steps for sales and conversion | the right way to onboard new clients | 4 ways to bill clients | how to evaluate workflow management software | when the irs and fbi come knocking | 5 questions to evaluate new tech tools
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not only do meetings become the foundation of every relationship within your company, but they are the stimulus for where the work gets done.

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how to build a tax resolution business

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sending emails from a laptopautomated touches are the key.

by jassen bowman
tax resolution systems

this is the story of a small cpa firm (three partners at the time, now five) in new york city that hired me in january 2011 to help them grow their tax resolution business.

more: focus on your ideal clients | are you quitting on leads too soon? | why lists are not leads | the secrets of multi-hit marketing | grow faster, be more efficient | your sales funnel needs systems | how tax resolution works | 4 tax resolution industry flaws | need a new service line? consider tax resolution
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this was one of my first such consulting projects. i worked with them to create a written, systematic and scheduled marketing process to drive sales of this service, which then fed sales of their other service offerings.
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are you right where you’re supposed to be?

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businessman with head in handsbeing judgmental is self-destructive.

by bill reeb

a big step in the right direction to regain momentum occurs when you start cutting yourself some slack.

more: are you sure you’re in the wrong place? | how to change the way you think (and why) | have your beliefs stopped serving you? |don’t use only your strengths | are you your biggest obstacle? | why your to-do list isn’t getting done | appreciate the joy that comes from work | covid crisis requires new mindsets | 3 early warning signals for overachievers | how overachievers can get ‘unstuck’
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after you decide that you are going to make a change in your plans or objectives, it is common human behavior to beat yourself up for not arriving at that same decision earlier. on top of that, i often see people shining an intense spotlight on themselves, scrutinizing every step in their progress as they start down any new path.
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