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Super-Charge-3

Video: Supercharge your advisory sales with Joanne Wharam

A growth hacking interview with Joanne Wharam, Team development specialist, Business Coach, Author, and Owner/Director of SMART Support for Business

Most of the time, being a great accountant is not enough to succeed in business advisory. You will also need to use right tools, learn how to sell your advisory services and talk to your clients in their language.

Watch this growth hacking video with our guest speaker Joanne Wharam and our Customer Success Specialist Debbie Spooner. Joanne and Debbie will discuss how to identify the right advisory toolkit for your firm and clients and the right team members to engage with these tools. You will also explore how to help your advisors grow in confidence with both using the tools, positioning services that can be delivered and their value for the client. Importantly, Joanne will share how to develop skills that will help you understand different types of buyers amongst your client base and how to speak in their language.

In this video, we cover:

  • The four key ‘languages’ that you and your clients speak
  • The subtle clues that clients will give you about the language they speak
  • How to use this knowledge to help you win the sale
  • How to identify right team members to engage with Spotlight in the right way
  • The common mistakes people make when selling and how to avoid them

About the guest speaker

Joanne Wharam

Joanne Wharam

Team development specialist, Business Coach, Author, and Owner/Director of SMART Support for Business

Joanne has worked for almost 15 years coaching business owners and helping them to improve their businesses, their teams and ultimately their lives. Her biggest motivation is around working with accountants and business owners to help them really understand themselves and the people they work with, whether that is their team or their customers.

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