Your Clients Want Outcomes

This week it was a pleasure to welcome Geni Whitehouse, CPA, Countess of Communication at BD Co, and author: How to Make a Boring Subject Interesting. 

We discuss how Geni focuses on driving outcomes for her clients by:

- niching into wineries allows her to deeply understand their industry

- understanding how tax law changes apply directly to them

- forecasting that can help clients see what's possible if they change factors

... and so much more. 

To pull one great quote: “Until clients have a good forecast, they are often shooting blind, pouring money down a black hole without any sense of when it stops.”

Here is the link to the episode - enjoy!