Make Yourself Irreplaceable. Becoming Invaluable with Georgette Rowland of MoneyGym.
GBD68 What do you need to know when advising non-digital clients to
leave pen and paper behind.
44 Minuten
Podcast
Podcaster
Beschreibung
vor 6 Jahren
"Imagine being THAT type of accountant or bookkeeper. How often
do you think they would be trying to replace you?...because the
relationship is so solid!"
GBD68. Director of the Financial Gym, author and speaker
Georgette Rowland Osborne, is a former financial sector IT
outsourcing contract-manager who specialised in working with
leading UK financial institutions. Now author of the book “Firmer
Figures, Fess Up or Mess Up”, she reveals how today's finance
professionals can develop the skills of 'client-whispering' and
digital 'bridge-building' to deepen their relationships with
their clients. The result: they become irreplaceable even as
everything around them is becoming just another
commodity.
GIVE FEEDBACK.
How did you discover our podcast, where do you listen, and what
would you like to hear more of? Finance pro or not, we'd love to
know what you think. Email us here.
TALKING POINTS.
* You can't add value and become a better partner to your
clients until you understand them and their REAL business
situation.
* What do you need to know when advising non-digital clients
to leave pen and paper behind? (Do they even HAVE a scanner?).
* What does this mean in practice? Where does the typical small
business start on their journey to the cloud?
* The importance and techniques of 'discovery' conversations.
OUR GUEST.
Author, speaker and financial independence-advocate Georgette
Rowland Osborne entered the cut-throat world of IT and Finance in
London when it was not the easiest place for females, let alone
one from an ethnic minority. She became manager of a bespoke IT
outsourcing company in the City and specialised in dealing with
banks. Her clients included the Bank of England, Merrill Lynch,
NM Rothschild, NatWest Bank, Ministry of Defence and the Inland
Revenue. Connect with her on LinkedIn.
LINKS
* Discover our 3-part "Human Intelligence" Learning Programme
* See our CGMA Store for more on this topic.
* Visit our guest's website at Financial Gym For Business
MORE ABOUT OUR PODCAST.
The Voices. These conversations with expert
guests are recorded by different members of the AICPA & CIMA
team from our offices around the world. While the sound quality
may vary, the insights will always be consistently useful.
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the AICPA Store and the CGMA Store.
Connect. #GoBeyondDisruption
@AICPANews @CIMA_News
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2019 Association of International Certified Professional
Accountants (AICPA & CIMA). All rights reserved.
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