Mike Milan will be joining Matthew and Dan to discuss ways to start a conversation with clients to build value and share advisory conversations

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.

Earn CPE through Earmark: https://bit.ly/QBPHCPE

Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog

Register for upcoming webinars at https://www.qbpowerhour.com/

00:00 Introduction to Earmark App and Course Enrollment
01:08 Welcome to QB PowerHour Webinar Series
01:34 Meet the Hosts and Guest Speaker
01:53 Client Conversation Techniques with Cashflow Mike
03:05 Understanding the Client's Perspective
16:06 The Compass Technique and Nudge Pact
35:09 Clearing the Noise: Starting Conversations Right
37:08 Exploring Deeper: Getting to the Root of Issues
39:02 Using the Crowbar Technique
40:04 The Mirror Moment: Solving Problems Through Stories
50:46 Client Conversation Coach in Action
50:52 Interactive Demo: Visualizing Solutions
58:00 Membership and Support: Becoming Part of the Community
01:01:59 Final Thoughts and Upcoming Topics