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QB Power Hour PodcastAuthor: Dan DeLong & Michelle Long
This is an audio rebroadcast of the QB Power Hour webinar series. QB Power Hour is a free, bi-weekly webinar series for accountant, bookkeepers, and QuickBooks Consultants presented by Michelle Long and Dan DeLong who are very passionate about the industry, QuickBooks, and Apps that integrate with QuickBooks. The Webinars are Live every other Thursday at 12:00 PM EST with the archives posted in the Archives. You can register for upcoming webinars at www.qbpowerhour.comIn the QB Power Hour webinars, we will explore the proper and optimized use of both QuickBooks Online and Desktop, whichever you use. You will enjoy our powerful tips and tricks!! Plus We'll have selected 3rd party apps, management practice topics (like value pricing) and more!! Language: en-us Genres: Business, Marketing, Technology Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Client Conversation Coach
Tuesday, 18 February, 2025
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
