The mindset required to sell and succeed


Many accountants think it's wrong to sell. They are uncomfortable selling to their clients the services that they need.

In this video, you'll find out why this mindset is wrong, and the shift to make if you want your business—and your clients' businesses—to succeed.

James Ashford from GoProposal shares the common reasons most accountants struggle to sell, and what changes and techniques you can adopt to help more clients reach their goals, solve their greatest challenges, and grow your firm.

Watch to learn:

  • Why common attitudes towards selling and ‘accountant thinking’ can hold you back

  • Why accountants have an ethical obligation to sell

  • Why you need to sell 'certainty'

  • A framework for client fee reviews and sales meetings

Further resources