“You have to keep evolving. We're always evolving. Never stop growing. Never stop learning. If you're not happy with what you're doing, there's always a way to change. And you can lean on great thought leaders like this to help you get there. ”
- Lisa Campbell
Lisa Campbell, Founder of Accelerate 2 Advisor, returns for part two of her series about Stephen Covey’s 7 Habits of Highly Effective People. She shares practical ways bookkeepers can apply the next four habits to strengthen client relationships, build stronger teams, and sustain long-term success.
In this interview, you’ll learn:
- How to create win-win client & team relationships
- Why discovery calls should focus on understanding, not selling
- The power of synergy with your team and professional partners
To learn more about Lisa, visit her profile on LinkedIn.
Sign up for her Masterclass here!
Time Stamp
00:00 – Win-win results with accountants through systemized books
01:25 – Habit 4: Think win-win
06:57 – Habit 5: Seek first to understand, then to be understood
09:55 – Why selling is ongoing & rooted in understanding clients’ real needs
12:28 – Listening & trust with clients & team members
15:25 – Habit 6: Synergy
18:20 – Building referral networks & partnerships for growth
21:14 – Niching & connecting with industry vendors & partners for referrals
23:25 – Real-world example: systemized bookkeeping driving strong CPA referrals
25:07 – Habit 7: Sharpen the saw
29:50 – The most transformative habit for bookkeepers
35:00 – How proactive bookkeepers put first things first to reach advisor level
35:56 – Wrap-up & invitation to Lisa’s Accelerate to Advisor masterclass
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