When your clients feel at home, they tend to want to stay at home. That's a statement by James Butterworth, a tech and advisory specialist from the VIP team at Croner-i.

In this podcast discussion, I was surprised by how this conversation moved to a place where we discussed how a better understanding of the client and what they want, as well as tax law and the way you manage your clients' tax affairs, is what ultimately humanises the numbers. 

This is a fascinating conversation with James which essentially confirms that the better you are at being curious about what's in the best interests of your clients, you build stronger relationships that ensure that clients are more likely to stay with you. If it's a prospect, they are more likely to join your firm because you take a proactive approach to your clients’ tax affairs using the support of a specialist. 

This is far from a sales pitch from James – it's more a ‘what can you do in general practice to make more of tax when working with your clients?’ It was an unexpected, enjoyable and valuable conversation with James. I hope you enjoy it as much as I did. 

You can get access to the full podcast discussion on your favourite podcast platform or go to www.humanisethenumbers.online.

Please scroll down the podcast’s episode page for the contact information for James and for the additional, downloadable resources mentioned in this podcast.