Advertise on podcast: Hector Garcia CPA's Podcast

Interview with Joe Pine , author of The Transformation Economy - We discuss what AI cannot do: Stage Experiences & Guide Transformations... And how accountants can win the "can't AI do that?" narrative....

SAME AS VIDEO FROM YOUTUBE: https://youtu.be/PQIhx7UT5iI Timestamps:00:00 Introduction (About the REFRAME/Podcast)00:02:32 "Stress Wisely" - Quick Summary00:35:22 Framestorming "Scopeless"00:50:23 How to implement and price a "Scopeless service"01:02:03 REFRAME news and upcoming events ADDING THE AUDIO ONLY VERSION HERE TO CROSS PROMOTE

Extracted Audio from a recent workshop: https://youtu.be/fiLUYApuFY4?si=50cbdmPQm2spt7nz And used Google's NotebookLM to generate a podcast This is the SNL skit I mentioned: https://youtu.be/WKLHsJyhTYs

In this episode, we dive into building influence and trust in client relationships with insights from Exactly What to Say author Phil Jones and CPAs Hector and Carlos Garcia. They discuss how accountants can reframe “selling” as “serving,” communicate value beyond price, and move from technical experts to trusted advisors. Learn practical strategies like using “magic words” to guide conversations, setting clear client expectations, and staying curious to strengthen client connections. Perfect for accounting professionals looking to elevate client relationships and communicate with impact. Timeline: Reframe Selling as Serving - (00:00) Articulate Value Beyond Price - (02:27) Transform from Technician to Advisor - (05:15) Curiosity as the Key to Better Relationships - (11:10) Communicate with Precision: The Power of “Magic Words” - (15:18) Set Clear Expectations - (19:51) Leverage Guarantees to Show Commitment - (22:16) Slow Down to Speed Up Results - (31:06) Influence with Integrity: Intentions Matter - (48:29)

Check out Hannah's amazing YouTube Channel: https://youtu.be/sbXbhSATArs Check out REFRAME 2024: https://www.reframe2024.com/

Follow Jasmine: youtube.com/@taxleverage instagram.com/taxleveragejd taxleverage.com

LiveFlow is one of the hottest QBO apps out there, I pick Anita's brain about the pricing of the app, how they think about user feedback & development, and how AI will shape 3rd party reporting apps for QBO Check out www.liveflow.io

Episode 5 of this 8-part webinar/podcast series is the official companion to the ⁠⁠REFRAME2024.com⁠⁠ we are going to have in October 2024 NOTE: This podcast contains some visuals, check out the video version: https://www.youtube.com/live/QODgi_P6gug?si=CrLuBYAEACdjAvhw Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clients “Magic Words” that get the other person on your side quickly Fundamental communications skills to transmit your message/ideas to others in an effective matter The most important communications skill set: self-talk How to give advice that customers will follow How to influence the people you do work for and work with to become better people and value your vision (leadership) How to apply this skills in the real world to get significant results

Come to Bridging the Gap: https://www.btgconference.com/ Tr-Merit (Randy's Firm): https://tri-merit.com/

Episode 4 of this 8-part webinar/podcast series is the official companion to the ⁠REFRAME2024.com⁠ we are going to have in October 2024 NOTE: This podcast contains some visuals, check out the video version: https://www.youtube.com/live/QODgi_P6gug?si=CrLuBYAEACdjAvhw Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clients “Magic Words” that get the other person on your side quickly Fundamental communications skills to transmit your message/ideas to others in an effective matter The most important communications skill set: self-talk How to give advice that customers will follow How to influence the people you do work for and work with to become better people and value your vision (leadership) How to apply this skills in the real world to get significant results

Episode 3 of this 8-part webinar/podcast series is the official companion to the ⁠REFRAME2024.com⁠ we are going to have in October 2024 Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clients “Magic Words” that get the other person on your side quickly Fundamental communications skills to transmit your message/ideas to others in an effective matter The most important communications skill set: self-talk How to give advice that customers will follow How to influence the people you do work for and work with to become better people and value your vision (leadership) How to apply this skills in the real world to get significant results

Episode 2 of this 8-part webinar/podcast series is the official companion to the ⁠REFRAME2024.com⁠ we are going to have in October 2024 Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clients “Magic Words” that get the other person on your side quickly Fundamental communications skills to transmit your message/ideas to others in an effective matter The most important communications skill set: self-talk How to give advice that customers will follow How to influence the people you do work for and work with to become better people and value your vision (leadership) How to apply this skills in the real world to get significant results

Episode 1 of this 8-part webinar/podcast series is the official companion to the REFRAME2024.com we are going to have in October 2024 Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clients “Magic Words” that get the other person on your side quickly Fundamental communications skills to transmit your message/ideas to others in an effective matter The most important communications skill set: self-talk How to give advice that customers will follow How to influence the people you do work for and work with to become better people and value your vision (leadership) How to apply this skills in the real world to get significant results

Interview with ex-accountant, and now innovation consultant and public speaker about creating content, "being bold", personalized ?AI ChatBots, and other fun topics. Get Shawn's Book "The Bold Ones": https://amzn.to/416qtjt

Original Webinar Slides: https://docs.google.com/presentation/d/1ph0p11YFmTz8A9efnLdpz86N5U0SxgNVg2H7l2XMprs/edit?usp=sharing Ron's Time's Up Club: https://timesupclub.com/