We always say in the Bookkeepers Collective that it's really important to have a little black book because we think that the more people you know, the more people you can connect your clients to and this just helps you to be a more trusted advisor.

In this episode, I chat with my good friend and financial advisor, Bella Clark, about the importance of financial planning and how it can help both bookkeepers and their clients.

Bella shares her journey into financial advising and the value of understanding your clients' financial fears and aspirations.

Connect with Bella:

https://www.linkedin.com/in/financialplanninglady/

Bookkeeper's Collective Advisory Section:

https://www.6figurebookkeeper.com/advisory/

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About us

We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective

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About our Sponsor

This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper

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Promotion

This video contains paid promotion.

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Disclaimer

The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

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Chapters:

00:00:00 - Introduction and Guest Welcome

00:00:56 - Guest Background and Role Explanation

00:01:01 - Discussion on Financial Planning

00:03:47 - Guest's Journey to Becoming a Financial Advisor

00:07:51 - Guest's Approach to Financial Advice

00:09:49 - Concept of Future Self in Financial Planning

00:12:00 - Implementing Future Self Concept in Bookkeeping

00:12:08 - Role Play: Financial Planning Conversation

00:15:38 - Transition from Employed to Self-Employed

00:16:16 - Business Expansion and Role Changes

00:17:06 - Role of Personal Connection in Business

00:17:46 - Importance of Understanding Client's Background and Values

00:19:35 - Financial Planning: Protection Stage

00:21:40 - Scenario Planning and Forecasting

00:22:49 - The Value of Giving Value

00:25:13 - Importance of Kindness in Business

00:27:04 - Advisory Services and the Future of the Profession

00:28:43 - The Importance of Understanding Client's Goals

00:31:05 - Celebrating Personal Wins in Business

#bookkeeper