“But we just don’t have the time if we're on the gerbil wheel of doing the same thing over and over again every month is just a new month. Where do I find time to ask three or even one new question when I'm busy doing the stuff that I have to do, and we've got to focus our attention on fewer clients, but deeper work for those clients. And that's when we create the capacity to do the kind of work that matters to those clients.” -Geni Whitehouse

In the finale of our two-part conversation with Geni Whitehouse, she shares practical tools and mindset shifts to help you step confidently into advisory and build stronger client relationships. In this interview, you’ll learn..

• Why mindset, not skill, holds most bookkeepers back from advisory
• How DISC behavior styles improve client communication
• Why listening is your secret superpower

To learn more about Geni, click here.

Connect with her on LinkedIn.

Time Stamp

01:06 - Doing deeper work for fewer clients 03:00 - Using humor & storytelling 05:15 - DISC behavioral styles 08:18 - Listening as a key advisory skill 10:01 - Importance of aligning meeting style with client behavior 11:58 - Why Flexibility leads to more relevant outcomes for clients 14:57 - “Mindset, Toolset, Skillset” framework 15:40 - Mindset shift 17:56 - Focusing on fewer, higher-value clients 23:01 - Biggest mistake: not starting 25:50 - Prioritizing client impact over fear of failure 29:03 - Geni’s websites and how to join her training programs