Accounting Insiders

Mastering Client Relationships: High-Trust Conversations for Accountants with Mary Schmidt | EP. 112

Episode Summary

In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with conversation expert Mary Schmid to explore the power of high-trust conversations in accounting. Drawing from her experience as a healthcare executive and insights from her book Make or Break Conversations, Mary shares actionable strategies for strengthening client relationships. 💡 Key Takeaways: ✅ The 3 Levels of Conversation: Informational, Positional Persuasive & Transformational ✅ How to foster trust, engagement, and long-term client loyalty ✅ The role of active listening & open-ended questions in client retention ✅ Why creating a judgment-free environment is crucial for accounting professionals

Episode Notes

🔗 Download Mary’s free report on high-trust conversations: https://maryschmid.com/accountinginsiders/

🔗 https://www.linkedin.com/in/maryschmid/

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