EP346: Jeff Jacobs - How To Build Trust With Your Bookkeeping Clients

“If you’re going to work with someone and they’re going
to give you access to their client base, they’re really going to
have to trust you.”
-Jeff Jacobs


Trust is fundamental to any relationship and yet so many of us
struggle to build long-lasting and trusting relationships.
Expectation plays a key role in how trust is formed. When someone
lets us down or fails to deliver on a promise, it shakes our
faith in them.


But more deeply, it shakes our faith in ourselves. After all, we
put our faith and trust in that person or organization to
deliver. When they don’t, we question our ability to make the
right decisions going forward. This becomes a never-ending cycle
of self-doubt and inconsistent trust-building activity.


Jeff Jacobs, Director of Development at Wilkins Miller LLC, is
this episode’s featured guest. His approach is a personal one
that focuses on the team rather than the individual as the key to
success. Building caring and trusting relationships with
employees and clients, not just to leverage them later, but to
learn how he might best help them reach their dreams.


If you are struggling to build trust, consider how much of your
intention is on what you want to get out of a client rather than
on how you can improve their lives. When clients don’t feel
valued, they are less likely to trust you to manage more of their
needs. When was the last time you checked in on a client just to
see how they are feeling or to ask them what you could be doing
better?


During this interview, you'll learn...



The value of trust in long-lasting connections


How to create strong business relationships


The importance of keeping people in the
loop 



Click here to find out more about Jeff.


Connect with him on LinkedIn.


Time Stamps


02:09 - Jeff talks about his career journey 
08:52 - Why building trust matters 
10:50 - Creating centers of influence 
13:54 - Overcoming the obstacles of industry 
16:02 - Find the way that works for you
20:29 - Keeping people in the loop
22:06 - Delivering a quality offering 
24:22 - Building strong business relationships
33:28 - How to get in touch with Jeff 


This episode is brought to you by our good friends
at Pure Bookkeeping!


If you want to grow your bookkeeping business, get back
your time, be more efficient and have confidence that your work
is best practice, you need proven systems, processes and standard
operating procedures.


That’s what Pure Bookkeeping offers. To find out more,
visit PureBookkeeping.com TODAY!