Even the best financial insight or tax strategy can fall flat if the client doesn’t understand it or fails to implement.

This session is for accountants and tax preparers who want to strengthen how they guide client conversations during advisory sessions. Whether you’re reviewing financials, discussing cash flow management, or walking through a mid-year tax plan, the way you communicate and guide the conversation is just as important as the advice you give.

You’ll learn how to shift from “explaining the numbers” to leading conversations that inspire clarity, trust, and follow-through. We’ll explore active listening techniques, guided conversations that uncover hidden client priorities, and a simple structure for holding productive, action-focused meetings.

If you’ve ever left a meeting wondering why your client didn’t act, or why they didn’t seem to value your input, this session is for you.