“You have to keep evolving. We're always evolving. Never stop growing. Never stop learning. If you're not happy with what you're doing, there's always a way to change. And you can lean on great thought leaders like this to help you get there. ”
-Lisa Campbell

Lisa Campbell, Founder of Accelerate 2 Advisor, returns for part two of her series about Stephen Covey’s 7 Habits of Highly Effective People. She shares practical ways bookkeepers can apply the next four habits to strengthen client relationships, build stronger teams, and sustain long-term success.

In this interview, you’ll learn:

How to create win-win client & team relationships
Why discovery calls should focus on understanding, not selling
The power of synergy with your team and professional partners

To learn more about Lisa, visit her profile on LinkedIn.

Sign up for her Masterclass here!

Time Stamp

00:00 – Win-win results with accountants through systemized books
01:25 – Habit 4: Think win-win
06:57 – Habit 5: Seek first to understand, then to be understood
09:55 – Why selling is ongoing & rooted in understanding clients’ real needs
12:28 – Listening & trust with clients & team members
15:25 – Habit 6: Synergy
18:20 – Building referral networks & partnerships for growth
21:14 – Niching & connecting with industry vendors & partners for referrals
23:25 – Real-world example: systemized bookkeeping driving strong CPA referrals
25:07 – Habit 7: Sharpen the saw
29:50 – The most transformative habit for bookkeepers
35:00 – How proactive bookkeepers put first things first to reach advisor level
35:56 – Wrap-up & invitation to Lisa’s Accelerate to Advisor masterclass

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EP497: Lisa Campbell – Habits That Transform Your Bookkeeping Business - Part 2

The Successful Bookkeeper Podcast