Explorez tous les épisodes du podcast It’s Going to be Good: Building Your Accounting Firm
| Titre | Date | Durée | |
|---|---|---|---|
| 41. Taking A Break | 24 Sep 2024 | 00:55:51 | |
We're taking Q4 off from recording new episodes! So, let's unpack what planning + taking this (or any) break actually looks like:
Taking a break gets its own episode because, at the end of the day, if you aren't able to step away -- do you own the business, or does it own you? We'll back with more episodes in a few short months so that Anna can focus on the launch of AccrewU's first course, Accounting Fundamentals, and Jill can really be present in the preciousness that is maternity leave! In the meantime, we hope you get inspired to take a break and look at trees (or lakes, or beaches, or puppies, or whatever your jam is) instead of spreadsheets!
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| 40. Setting The Bar High | 10 Sep 2024 | 01:06:53 | |
How can you create a culture where people do their work, do it well, and do it on time? In this episode, we dive into setting high expectations! High expectations go beyond just telling people what to do; they create a culture of accountability, excellence, and purpose. As a firm owner, you set the tone for your team; what you permit, you promote. If you’re not holding yourself to high standards, how can you expect your employees to do the same? When leaders consistently demonstrate the behaviors they want to see—like aiming for excellence, being transparent about mistakes, and holding themselves accountable—it fosters a work environment where everyone knows what’s expected and feels motivated to deliver their best. Setting high expectations is about helping your team to grow and find meaning in their work.
Your commitment to setting and maintaining high expectations—starting with yourself—is key to building a motivated, dedicated team that thrives on excellence and drives your business forward. Ready to learn more about the AccrewU course, Accounting Fundamentals?
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| 31. The Ideal Team Player - Part 1 | 23 Apr 2024 | 01:00:27 | |
What does it look like to be an Ideal Team Player? We all bring different strengths and skills to an organization, but how can you build a team that works in alignment AND complements each other? Patrick Lencioni at The Table Group built a tool that helps you evaluate where you fall on the Venn diagram of Humble + Hungry + Smart. We define "humility" a bit differently: It's not thinking less of yourself; it is thinking of yourself less (C.S. Lewis). It's not just about avoiding pride or arrogance; it's also not about being self-deprecating or having a lack of confidence. "Hungry" is about being eager to work hard and strive for excellence... within the context of healthy boundaries. It's not really about being a workaholic or working so hard to get credit for the effort you put in. "Smart" is more about being emotionally intelligent and attuned to the thoughts and feelings of others than it is about being intellectually smart. Join us for part 1 of 2 episodes where Anna and Jill discuss The Ideal Team Player, how the tool is leveraged at Accrew, what it looks like in action, and how it's affected the way they work with team members and clients alike!
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| 30. Unlocking Information: How We Leverage Tools for Shared Knowledge | 09 Apr 2024 | 01:03:36 | |
It's so easy to silo information or for you or your team to intentionally or unintentionally gatekeep information about systems, tools, or even clients. So how do you democratize information, so you've got access to the things your team knows, even and especially when they're on vacation or no longer work with your company? Sharing information across team members and across time is essential to running an effective business. So where do you start?! It starts with creating rhythms and systems for not just storing data, but also maintaining and sharing it. And it requires that everyone on the team is responsible for making this happen. Listen in as Jill and Anna talk about how they've build systems to store and regularly maintain information, so everyone knows where to get answers and clients experience minimal friction when changes occur. Podcast Sponsors + Advertisers: Review: | |||
| 29. Fostering A Culture Of Continuous Learning & Development | 26 Mar 2024 | 01:00:29 | |
Most companies know it's good to do training and development. But how can you actually build a culture around continuous growth, where your team is empowered to upskill? You have to understand and believe in the actual benefits before you decide to integrate training & development into your organization. It won't appear to affect your bottom line in a direct way, but it has ancillary benefits that absolutely do affect the bottom line; namely in retaining high-quality employees who are loyal to the organization, because growth becomes a real option for them. When building a culture around learning and development, it starts with a clear goal. From there, you can outline specific guardrails for what does (and doesn't) count, integrate systems of accountability, and create a culture of generosity with the learning that encourages others to share what they've gained and expands that knowledge beyond just the one individual who completed the training. It continues to grow and become a real part of the culture when your leaders continually model what it looks like to learn and grow regularly, sharing how they're making incremental progress in their own development. Join Anna and Jill as they sit down to get into the nitty-gritty of what works (and doesn't) when it creating a learning culture at work! Podcast Sponsors + Advertisers: Review: | |||
| 28. Should I Be Fixing These Problems? | 12 Mar 2024 | 00:55:10 | |
It's so easy to assume that we must solve the problems that come up in business. Whether it's because you are a technician turned business owner and actually are the most expert person on your team or because you've trained your team to come to you with problems, at a certain point, you being the sole problem-solver becomes unsustainable. It's much harder in the short term to equip and empower others to come to you with solutions instead of problems. But this is what it looks like to build a healthy and sustainable firm. The benefits of equipping more problem-solvers in your organization are massive! You get to watch employees grow, you solve tougher, more challenging problems - so you grow, and you get to use your valuable time more effectively. You just have to get out of your own way. Join us as Jill and Anna discuss the benefits and the challenges of approaching leadership from a different perspective, allowing other people the opportunity to learn and grow and yes, even sometimes make mistakes.
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| 27. Collaborative Client Relationships From Start to Finish | 27 Feb 2024 | 01:02:51 | |
Effective client relationships always start with effective communication. From the way we approach sales to how we're going to work together ongoing all the way to ending services, working with clients should feel collaborative. And for it to be a true partnership, we need to be on the same team! That starts in the sales process - we should be looking for a win-win solution, whether or not that means we end up working together. The goal is to ensure we're a good fit on both sides. Once we've both agreed that working together will be mutually beneficial, we move into onboarding, which requires us to set clear, reasonable expectations at the door. Then, when we're working together ongoing, we should all be on the same page about what is our part vs. the client's part in achieving our shared goals. And along the way, we'll still need to iron out the details! That's what partnering looks like. And even when it's time to call it, that should be as positive as it can be, and when possible, collaborative! Whether we're celebrating a client selling their business, retiring, or just outgrowing our services, because they're ready to hire an internal accounting team, we want to show up as humans who care. And even when it becomes obvious that we're not meeting each others' needs, on either side, we can still show up in a way that doesn't put us at odds with each other. Listen in as Anna and Jill talk about what it should take to set clients up for success and work together with clients in a way that makes an ongoing partnership sustainable and positive. Podcast Sponsors + Advertisers: Review: | |||
| 26. Caring More About Being Trusted and Respected Than Being Liked | 13 Feb 2024 | 00:58:42 | |
Whether it's saying "yes" to more than we should or shifting our priorities to make something "work," it's so easy to act in a way that makes other people like us. But when we don't have a clear North Star, we prioritize making the person in front of us happy, and usually end up letting others and ourselves down. Michael Scott from The Office is the prime example of this! He's consistently swayed by the opinions of others. The pursuit of pleasing others tends to make us feel selfless, when it's really about making ourselves feel good, avoiding the immediate conflict, or prioritizing our own temporary comfort for the long term benefit of our future selves and others. When we clarify our values and hierarchy of priorities, we're able to solidify what's truly important and in what order, leading to better decision-making, not just for ourselves but also for others. Listen in as Jill and Anna discuss what it looks and feels like to unlearn the habit of acting out of a desire to be liked and, instead pursuing consistency of character that builds trust and respect, with clients, team members, peers, and even family & friends. Podcast Sponsors + Advertisers: Review: | |||
| 25. Breaking the Habit of Being Essential in Everything | 23 Jan 2024 | 01:08:14 | |
When we get to the point where we're overworked, becoming too essential or handling too many problems, it's really appealing to throw a person at the work or at the problem. But how often does that actually work? So, if delegation through abdication doesn't work, it can feel like the alternative is that you must do everything yourself in order for it to be done right. And that is unsustainable. In the short-term, it is absolutely harder to build process, train and equip others, create clear expectations and provide feedback. Equipping and expecting people to show up is fire prevention rather than fire fighting. This results in equipping more firefighters, which means you will stop being the only person who can solve a problem. Join us as Anna and Jill talk about their journeys in learning to empower others and make themselves less essential in the day-to-day. Review: | |||
| 24. There's always a choice... even in January | 09 Jan 2024 | 00:53:40 | |
January, and busy season in general, can make us feel like we just need to survive. We know it will always be more, but what if it was possible to set ourselves up well for a full, but truly sustainable busy season? When busy season feels like it's happening to us, we like to focus on what we can actually do to make it work. From pacing the work to setting clear expectations with clients; working ahead to prioritizing taking breaks; providing clarity to clients about what to expect and when to planning time for the inevitably unexpected stuff - there is always something we can do! There's no guarantee it'll be perfect, but we aim at consistent improvement. Listen in as Jill and Anna talk about what they do to plan ahead for the busiest time of year and how they balance what can and can't be controlled. Review: | |||
| 23. A Year in Reflection | 27 Dec 2023 | 01:01:15 | |
We're looking back on this year and looking ahead to next year. Listen in as Jill and Anna talk about this year, what they've learned and what they're looking forward to in the year to come! Review: | |||
| 22. Making Time Off Actually Work | 12 Dec 2023 | 00:55:31 | |
The goal of time off is to rest, find balance, and "sharpen the saw," so we return to our work refreshed. How can you encourage employees to take time, model taking time off yourself, and build a culture around time off well, so there is no felt change in services, regardless of who's on the beach sipping mai tais!
Listen in as Anna and Jill discuss how to organize time off well so it doesn't negatively impact business operations. Review: | |||
| 39. Sales & Repricing So Clients Keep Saying Yes! (Part 2) | 27 Aug 2024 | 01:04:13 | |
"Either we're both thrilled to work together or we shouldn't." Let’s be real - overpromising only leads to trouble down the line. It’s crucial to be clear about what you can deliver and, just as importantly, what you can’t. Clients will respect honesty, and that will set the stage for a long-term, trust-based partnership.
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| 21. Creating a Resource Hub for Your Team | 21 Nov 2023 | 00:48:19 | |
Do you answer the same question over and over again? Where does your team go for answers? And how can you make that functional when you're in the midst of busy season? Answering questions in a way that encourages people to continue asking questions is hard work! It takes time, effort and energy to practice patience at work, especially when you're the expert! By creating a place for crew members to look for their own answers first, we've changed the way our team seeks information, leverages resources and solves their own problems independently. Listen as Jill and Anna talk about the Information Station at Accrew and how it supports in guiding crew members to success! Review: | |||
| 20. Empower Your Team to Make Busy Season Manageable | 17 Nov 2023 | 00:51:57 | |
Making our busy season easier is a top priority at Accrew! It comes every single year, and yet, we are constantly surprised by the intensity of busy season! There will always be more to do - more questions, more back and forth with clients and CPAs, etc. How can we prepare not just ourselves, but our team and our clients, for busy season? And can we do it in a way that makes it easier and more manageable for everyone? Join Anna and Jill as they walk through the resources and opportunities they provide to their team, so they're equipped and prepared for Year End.
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| 19. Accounting Doesn’t Have To Be a Zero Sum Game - Scarcity vs Abundance Mindset | 31 Oct 2023 | 01:01:36 | |
A zero-sum game is the idea that one person's gain is equivalent to another's loss. But is that how it is? Or how it has to be? One of our core values is "Be excited to learn and generous with your knowledge," so sharing what we know is built into the way we work. But can you engage with people typically perceived as "competitors" - other bookkeepers, accountants, tax preparers, and even owners & leaders in other industries? Is there a way we can be generous while we network and collaborate, so we all win? Listen in as Jill and Anna talk about abundance vs. scarcity mindset and thinking about business as a win/win rather than a zero-sum game.
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| 18. How To Be An Approachable Expert No Matter What Your Role Is | 09 Oct 2023 | 01:04:39 | |
Clients tend to work with people they like first, then think they can trust, and lastly, people they think are competent. For a client, they tend to start with "Do I like them?" That then progresses to "Do I think I can trust them?" and then, last, "Do I think they're competent?" So why do we focus so much on sounding smart rather than being an approachable expert. Join Anna and Jill as they discuss what it looks like to be an approachable expert, regardless of what seat you're sitting in.
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| 17. Managing Emotions & Bringing Your Whole Self to Work | 26 Sep 2023 | 01:04:44 | |
Emotions aren't actions. Experiencing negative and positive feelings at work is inevitable, but it's how we respond that really matters. Engaging emotions with curiosity, focusing on responding rather than reacting, and showing up as the people we want to be are a few of the ways we encourage our team to bring their whole selves to work. Join us as we talk about how we cue into our emotions, evaluate, and make decisions about how we respond. Podcast Sponsors + Advertisers: Links to resources mentioned in this episode: Review: Subscribe: | |||
| 16. Changing Elevations from Day-to-Day to Big Picture Planning | 12 Sep 2023 | 00:53:34 | |
What do you do when the company you lead starts to feel like a job you might actually hate? The bad news is that no one can answer that for you. The good news is that it just requires that you start! As a business owner, all options are options. The question is "What do you want your company, and your life, to look like?" Shifting focus from the operational problems you're continuously solving into a more big-picture vision-casting role is an absolute game changer! Listen in as Jill and Anna talk about what it looks and feels like to shift from fire-fighting in the day-to-day to a big-picture mindset that focuses on fire-prevention.
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| 15. Finding Energy & Joy in Work With The Working Genius | 22 Aug 2023 | 00:52:26 | |
It's easy to conflate the work you're "good at" with the work you should be doing. And it's so hard to prioritize the work that you may actually enjoy, because it doesn't feel like "real work." As leaders, we spend so much of our time doing things that feel productive, but is it the most important and essential work that you can do? And can the work you enjoy and the work you should be doing overlap? Imagine that every day you get to go to work and do exactly the kind of work you love; that gives you joy and energizes you? Now imagine that that's exactly the kind of work you SHOULD be doing in your company. Join us as Anna and Jill talk about The Working Genius, how we use it at Accrew, and how it's affected the way we view productivity at work.
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| 14. Leaders Not Managers | 08 Aug 2023 | 00:56:44 | |
When your company gets to a certain size, you start to feel like you can't grow without hiring or promoting more managers. But great managers are hard to find! And finding one who is also an expert in their field is even harder; it's like trying to find a unicorn. So we've decided to solve this problem in a completely different way. Your true value-add as a business owner is typically in the big picture planning that no one else in your company can do. But, you have to free up time and mental capacity in order to do this. To give us more time and space to do the big-picture work, we've opted to develop leaders, not just more managers. Join us as we talk about how to develop effective leaders in your company, so you can be freed up to do the most valuable and important work that only you can do. "A leader is someone who embraces the awesome responsibility to see those around them rise." - Simon Sinek
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| 13. How Leadership Retreats Drive Progress | 25 Jul 2023 | 00:54:48 | |
It's too easy to get into the weeds of running a business and never really pop your head up to see the bigger picture. We're firm believers that taking a step back and looking at things from a different "elevation" can take you and your firm to the next level! ...no pun intended. Taking time to be in the same space, connect personally, look ahead to the future, and take ourselves out of the day-to-day to see the bigger picture - this is some of the most important work you can do!
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| 12. Owning Mistakes in a Way That Builds Trust | 11 Jul 2023 | 00:36:51 | |
Mistakes are inevitable. How you handle them is what really matters. When you catch an error, do you already know how you're going to handle it? Do you have a system for owning mistakes or will you lean on your default to guide your response? Over-apologizing, justifying, or shifting blame is easy, but not that effective. But how do you avoid these, address the issue head on and not end up losing trust with clients or your team? Listen in as we talk about the best (and worst) ways to own a mistake, how we maintain trust with others in the midst of owning a mistake, and how the approach can build or erode trust.
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| 38. Sales & Repricing So Clients Keep Saying Yes! | 13 Aug 2024 | 00:43:34 | |
The goal of sales is not simply to get to the "yes." The goal of sales is to get to the right "yes." Finding and keeping the right fit clients is a game-changer for any company. It means that you get to streamline your processes, because you're only working within your specialty, your clients are well-served, and your team gets to work in their sweet spot - win, win, win! Getting wise about how you bring in clients, how you track progress throughout the sales pipeline, and how things actually worked out with them in the end - did they sign? were they a great fit? - it all makes up your sales process. And it can mean the difference between an easy, repeatable process and something you dread, because you feel like you're constantly reinventing the wheel. Good fit clients will stay and keep saying "Yes!" to working with you. The issues with clients who aren't a good fit will come up eventually. So how can you make this process as easy as possible, so it's not the kind of work you hate doing? We got you! Listen in as Jill and Anna talk about how to set your future self up for success, so that one of the most important things you can do for your firm, bring in new clients, isn't the kind of work you dread.
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| 11. Onboarding Clients So They Keep Saying “Yes” | 27 Jun 2023 | 00:45:40 | |
Success in sales is when a good-fit client says "Yes" to you and your company. Sustainable success is getting your clients to continue saying "Yes," over and over again, but, how do you do that? There are three things clients are looking for before they say "Yes" to you: Join us as we unpack these and how clear expectations and a client-friendly onboarding process will set you and your clients up for success. Review Subscribe | |||
| 10. How To Talk Good - Creating Expectations & Clarity Through Communication | 13 Jun 2023 | 00:59:12 | |
In the Accounting Industry, we place a high priority on technical excellence and we pride ourselves on our level of competence. But when it comes to the pesky task of talking to other humans... we don't always approach it with the same level of effort. If you've had clients respond with a confused "what?" when you've asked them for something or given a team member direction only to find they were not picking up what you were putting down, you know what we're talking about. We see an opportunity to discuss the impact of guiding clients and team members with clear communication and expectations. Listen as Anna & Jill talk about communicating clearly and kindly to empower every one involved and make it easy + enjoyable to work with you! Review Subscribe | |||
| 9. Pick a Lane: Choosing Your Primary Focus | 23 May 2023 | 00:39:59 | |
Product Leadership vs. Operational Excellence vs. Customer Intimacy -- What is most important to you and your firm? Focusing on all of these elements of your business means you're focused on none. So, it's essential to identify your primary focus, so you can find the right clients, team members and balance within your firm. We've decided the our clients' experience is our top priority, but there are trade-offs to all of them. Which of these is your firm's focus? Listen as Anna & Jill discuss The Discipline of Market Leadership: Choose your Customers, Narrow Your Focus, Dominate Your Market and how it's impacted Accrew. Follow the Going to Be Good Podcast on Social Media Review Subscribe | |||
| 8. Building a Dysfunctional Team | 09 May 2023 | 00:57:28 | |
You don't set out to build an unhealthy, dysfunctional team - it kind of just happens, especially if you're not aware of and combatting the common pitfalls of managing people. It's hard enough to vet someone for the technical knowledge and skills, let alone that they've got the integrity, work ethic, and values to align with your company's mission and vision. Listen in as Anna and Jill discuss how easy it is to build a dysfunctional team and how we combat some of those common mistakes that are so easy to make. Podcast Sponsors + Advertisers Follow the Going to Be Good Podcast on Social Media Review Subscribe | |||
| 7. Building a Collaborative Team | 25 Apr 2023 | 00:39:06 | |
Going from solopreneur to managing a team is an enormous undertaking and it most certainly requires some serious mindset shifts. Expanding your firm's reach by deciding to hire a team is the easy part. Actually bringing in humble, hungry and smart team members who make your company better is the key to not just growing your company, but sustainably scaling your firm. Listen in as Anna and Jill discuss what it really looks and feels like to build a collaborative team and share some of the common pitfalls along the way. Review Subscribe | |||
| 6. The Client is the Hero of the Story | 11 Apr 2023 | 00:27:39 | |
It sometimes feels like accounting professionals must be resigned to one of two fates: we're either the hero who swoops in and saves the day or the villain who didn't make it happen. Listen in as Anna and Jill talk about how they see the clients' role, the accountants' role, and how Accrew navigates the grey area in between. Links to resources mentioned in this episode Follow the Going to Be Good Podcast on Social Media Review Subscribe | |||
| 5. How to Make Sure You're Not Crying in a Bathtub at the End of Busy Season | 21 Mar 2023 | 00:37:20 | |
Extra in busy season is inevitable. Miserable is a choice. Listen in as Jill and Anna discuss the idea of establishing a plan for busy season and guiding clients effectively, so that future you is grateful to past you. Links to resources mentioned in this episode Follow the Going to Be Good Podcast on Social Media Review Subscribe | |||
| 4. Creating a Mission & Values You'll Actually Use | 20 Jan 2023 | 00:32:08 | |
Do you think creating a mission and values for your business is a useless box to check? We did too... until we actually did it. Listen as Anna and Jill discuss why we created Accrew's Mission & Values, the process we went through to make them, and how we use them every day with our team and clients. Links mentioned in this episode Follow the Going to Be Good Podcast on Social Media Review Subscribe | |||
| 3. How We Work Together as Visionary and Integrator | 06 Jan 2023 | 00:24:04 | |
Anna and Jill go deeper in their continued discussion of their roles of Visionary and the Integrator. They also discuss how they vet ideas and come to team based decisions at their firm. Links mentioned in this episode Follow the Going to Be Good Podcast on Social Media Review Subscribe | |||
| 2. Finding Your Visionary and Integrator Counterparts | 23 Dec 2022 | 00:22:01 | |
Anna and Jill discuss the book Rocket Fuel's two main roles, the Visionary and the Integrator, how they each fit in those roles, and how these roles have helped them grow their firm. Links mentioned in this episode Follow the Going to Be Good Podcast on Social Media Review Subscribe | |||
| 37. What Got You Here Won’t Get You There | 23 Jul 2024 | 01:12:43 | |
Listen to the last 15 minutes of this episode to hear about an exciting project we've been working on! The tools that helped you build your company at the beginning aren't the skills you'll continue needing as you grow and scale. There is a learning curve when you move away from startup mode into a more sophisticated form of leadership. As the leader of an organization, the skills you gained to build your firm, like being the technical expert or the best salesperson, aren't the things that will continue being essential to you as you, your team, and your company grow. Moving from knowing the right answer into equipping others to know the right answer is a key example of this. Mentorship and development is a the key to empowering others to be successful, so the success of your company is no longer entirely on your shoulders. This episode outlines a lot of the ways that we tend to think and act and how those behaviors can cease to serve us. It takes a lot of self-reflection and reimagining what purpose you serve is the right starting point for becoming the leader you want to be. Join us as Anna and Jill discuss how their skills have had to adapt and change across time as Accrew has grown.
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| 1. This is Us | 16 Dec 2022 | 00:21:57 | |
In this premier episode of the It's Going To Be Good podcast, Anna Ready and Jill Chun tell their entrepreneurial journeys, how they crossed paths, and why they decided to work together. They also discuss how Arrested Development influenced the name of the podcast. Follow the Going to Be Good Podcast on Social Media Review Subscribe | |||
| 36. Ongoing Client Relationships That Foster "Raving Fans" - Part 2 | 10 Jul 2024 | 01:11:55 | |
It's not enough to aim at having a satisfied customer; what you should be aiming at is a customer who is so overwhelmed by the service they've received that they have to tell everyone about it. Our conversation continues around this idea, which comes from Ken Blanchard's book Raving Fans. When your clients' goals and your goals can align, that's where the magic happens! When it's not working, how do you identify exactly what's not working, tackle those problems, and know when to call it? And starting that conversation about whether things are working can be challenging, but has the potential to engage clients who can either become raving fans or who would be better served at another firm. At Accrew, we're still thinking about and working on all of this! There could be better ways to gather proactive data on client satisfaction with as little effort from the client as possible. And we want to continue finding opportunities to add even more value and align our values and priorities with the clients' goals. We aim to love working with our clients. Listen in to part 2 of 2 episodes of our discussion around building excellent client relationships that foster them becoming "raving fans."
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| 35. Ongoing Client Relationships That Foster "Raving Fans" - Part 1 | 25 Jun 2024 | 01:03:11 | |
It's not enough to aim at having a satisfied customer; what you should be aiming at is a customer who is so overwhelmed by the service they've received that they have to tell everyone about it. For us, that's been a key element to our growth through referrals from both client & referral partners. Then, once you're engaged with clients who are a great fit and are picking up what you're putting down, you need to continue showing up in that way day after day. And only offering the kinds of services you enjoy allows you to continue loving what you do! Listen in to part 1 of 2 episodes where we discuss building trust and relationships with clients that make them "raving fans" and some of the systems and processes we implement to make sure this happens as often as possible. Links mentioned in this episode Follow the Going to Be Good Podcast on Social Media Review Subscribe | |||
| 34. Networking Like a Pro - Part 2 | 11 Jun 2024 | 00:35:56 | |
Anna and Jill continue their conversation around networking, referrals and doing business in a way that builds trust.
Building a referral network is all about relationships, so how you establish interest, build rapport and being able to effectively refer to other businesses makes all the difference. What you need to know comes down to the basics: Are they someone I could trust? What do they actually do? Would they be able to effectively help a referral? Would they be a good fit? Are they even taking on new clients? How would they ideally receive referrals? And at the end of the day, it often starts with your own generosity, so expecting to receive referrals before you've ever even given one isn't entirely realistic. Once you've got a good sense of what your referral sources do well, you can start informing them about how you best work. Are you taking on new clients? If so, in what industries? And what time of year do you take on clients if your business has a "busy season?" Ultimately, who is your ideal fit client and how can you effectively refer ideal clients to each other? Networking and referring effectively really comes down to building relational equity with other leaders in your circle. And how you do that matters. Listen in to part 2 of 2, as Jill and Anna talk through their experiences and thoughts around networking & referring effectively.
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| 33. Networking Like a Pro - Part 1 | 28 May 2024 | 00:48:19 | |
We genuinely believe that the way you show up in one thing is typically how you show up in most things. This is also what people assume when you run a referral-based business. When it comes to business, your professional reputation matters. This is even more relevant when you're networking with other business owners and leaders. Where you network and with whom is a great starting point! Are you hoping to collaborate with other professionals in your industry to share ideas? Or are you looking to gain new clients? Those will happen in different circles. Once you've got this down, the real work comes in deciding how you want to show up. The goal is to stand out, so you're remembered two weeks or two years down the road as someone they'd send an associate to for services. But standing out isn't about telling them how great you are. It's often most effective in your ability to make it about them. Demonstrating curiosity, asking thoughtful questions, and connecting on a personal level will make you memorable! Taking the time to think strategically about how you want to build strategic partnerships can all the difference in the way people talk about your business, how you refer to others, and how people refer to you. It's a long game! Join us for part 1 of our conversation around how we play the long game of networking.
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| 32. The Ideal Team Player - Part 2 | 14 May 2024 | 01:03:53 | |
Anna and Jill continue their discussion on Patrick Lencioni's The Ideal Team Player.
Hunger is essential to growth, but it's also important to balance that tenacity and ambition with showing up as someone others would actually want to work with. This typically looks like a desire to grow, learn and pursue excellence, but not at the cost of other people or the relationships you build with the humans you work with. Smart, or emotionally intelligent individuals tend to look at the way they work and how it impacts others. It's not about being better than your teammates and it's definitely not about sliding under the radar without being seen as the best OR worst. It's really about comparing yourself to who you were yesterday, not how you compare to someone else today. So how do you know when you're an Ideal Team Player? And how can you tell when someone on your team is? And what do you do when you realize someone isn't the right team player for your team? Listen in to part 2 of 2, as Jill and Anna talk through their experiences leading a team that truly values and expects everyone to show up as The Ideal Team Player, with hunger, humility and smarts.
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