EP484: Geni Whitehouse - The Secret To Making Clients Feel Smart & Seen - Part 1

“Nobody knows what we're really doing, and so if we wanna
increase the value of what we deliver, we've gotta break down
those barriers to understanding and find ways to make the
information meaningful and relevant to what they're trying to
accomplish.”
-Geni Whitehouse
In part one of a two-part series, Geni
Whitehouse, founder of The Impactful Advisor, shares her journey
from tax and tech to transforming how accountants and bookkeepers
connect with clients.

In this interview, you’ll learn..



Why simple language builds stronger client
connections


The power of asking, ‘Where do you go to see if your
business is on track?’


Shifting focus from showing expertise to empowering
clients



Plus much more!


To learn more about Geni, click here.

Connect with her on LinkedIn.

Time Stamp

01:09 - Geni’s journey from CPA to tech & training
02:48 - Realizes tax work didn’t help clients the way she
wanted
04:36 - Using humor to make accounting concepts clear &
engaging
05:45 - Focusing on advisory, helping accountants ask better
questions
06:04 - Advisory work with wineries — helping owners understand
numbers
09:33 - Shift from proving knowledge to empowering clients
14:01 - Simple, clear language builds value
19:23 - Key question: “Where do you go to see if your business is
on track?”
21:00 - SCOPE method to guide client conversations
24:42 - Find each client’s true “why” to deliver real value
27:13 - Small changes (like one more bottle sold) can drive big
impact