#02 Being intentional with business advice

Viv is a Co-Founder at The Gap. Based in New Zealand, Viv is passionate about how business advisory can be delivered by accountants to ensure client success.

In this episode Andrew, CEO at Connect4, and Viv talk about how important accountants’ conversations with clients really are. Not just ensuring you are having regular conversations but that you are doing those conversations well. Viv talks through why ‘pre-meeting work’ is essential for a successful structured client conversation. Coming to the meeting prepared. Asking the right questions as an Advisor (note not necessarily having the right answers at hand). Forming the right ‘Bridges’. Delivering a Complimentary Client Review.

This interview is jammed pack of how you can make the most of the digital client offering! One not to miss.