You give your clients good advice. You can see exactly what they need to do. So why won’t they listen, and what if a 15-minute conversation could change that?
Every accountant knows the feeling. You’ve done the work. You can see the problems: drawings keep stacking up, they buy a new car on finance, the ATO goes unpaid. You tell them they can’t keep doing this. Your client nods. And nothing changes.
It’s not that your advice is wrong. It’s that financial decisions aren’t made in the logical part of the brain, they’re made in the emotional one. Most advisory conversations are structured entirely the wrong way for how clients actually make decisions.
In this session, behavioural finance specialist Amy Fox joins Business Reset’s Jarvis Archer to show you exactly why client resistance happens, and how to fix it. You’ll walk away with a simple profit improvement framework to identify what needs to change, a new understanding of your client’s money personality, and practical language that gets your advice to land.
This is what Amy, as an advisory focussed accountant, and Jarvis as the last stop to save a business, use every day. Not everyone listens, but more do. The conversations that could have changed the outcome are simple. This session shows you how to have them.
What We’ll Cover
Why 43% of small businesses never make a profit
A simple profit improvement framework to use with your clients
The behavioural science behind why clients ignore good advice
The three client money personalities: how to spot them and what each means
Case study: a client who couldn’t raise prices, saved $50k in six months
The 15-Minute Profit Improvement Toolkit: a free Excel tool you can use with any client, any industry
What You’ll Learn
You’ll leave with a clear framework to:
Quickly identify where a client is losing money, and what to say about it
Understand what’s really driving your clients’ financial behaviour
Adjust how you deliver advice so that more clients listen
Use the Profit Improvement Toolkit to quickly add value to any client
Who This Webinar Is For
Accountants and bookkeepers who want more clients to act on their advice
Any business advisor who wants to help clients be more profitable
Anyone who has ever wondered why a client keeps making the same financial mistakes
