Connect With Clients with Julien C. Mirivel and Alex Lyon

October 18, 2023

WealthAbility for CPAs #108 – Taxes are often anxiety inducing for our clients. But what if we could alleviate that stress by practicing positive communication? Are you so task-driven that you’re forgetting to build a necessary financial relationship? In this episode, Julien C. Mirivel and Alex Lyon join Tom in exploring the key fundamentals of positive communication, how you can be a better leader using them, and how building deeper relationships catapults us to a better practice.

Order Tom’s new book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/

SHOW NOTES:
00:00 – Intro
04:28 – 6 key fundamentals of effective communication
10:33 – How to sustain an engaging conversation
14:43 – The power of “Disclosure”
21:06 – Self- Awareness and Authenticity
25:50 – Are you actually listening?
29:06 – “If you’re talking, you’re losing”
31:20 – “Be curious. Be genuine.”

Looking for more on Julien C. Mirivel and Alex Lyon?
Website: https://www.julienmirivel.com/
Website: https://www.alexanderlyon.com/
Book: “Positive Communication for Leaders: Proven Strategies for Inspiring Unity and Effecting Change”