Accounting Influencers

"What Works in Successful Discovery Calls", Rob Brown speaks with guest Nancy Fox about growing accounting firms. Nancy highlights the importance of having a unique value proposition and point of distinction that sets accountants apart from their peers. Additionally, she emphasises the need to warm up potential clients before a discovery call by networking and building relationships. Nancy shares a five-step structure for conducting discovery calls and suggests asking deep questions to determine potential clients' readiness, commitment, and budget for working with an accountant.Nancy also advises waiting to send proposals until certain pieces are established and the client is ready to move forward. She emphasises the need to understand clients' businesses, ask great questions, and add value to their services to get their desired fees. Nancy concludes by offering to help accountants improve their probing and open-ended questions and providing a mini-training on success in discovery calls if enough people are i