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Uncovering the Nitty-Gritty Details of a Client-Consultant Dynamic | Sandra Finch

July 7, 2020
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Email:
LinkedIn:
http://www.linkedin.com/in/sandrafinch/
Website:
http://www.finchcpafirm.com

Episode Summary

Sandra Finch has been helping business owners commandeer and predictably manage their taxes, retirement, and net worth since 1989. In addition to Finch CPA Firm, she owns Finch Exit Strategies, which guides owners through successful tax-minimized exits from their businesses by educating, preparing, and planning them for years and months before their target date.

Episode Note

As someone who coaches business leaders, I feel directly responsible for the leadership teams I work with. Today, I sit down with Sandra Finch CPA, who is as passionate as I am when it comes to getting businesses out of trouble and helping them make diffiult decisions to help their companies stay alive. We talk about the struggles that businesses are facing right now because of the pandemic, the measures we are implementing to try to keep these businesses alive and how these businesses react to the help we're giving. We also get down to the nitty-gritty of how much of ourselves we give to our clients and if breaking down our walls, letting our guards down and giving them a sneak peek into who we are as a person helps or damages the client-consultant relationship we've forged.

04:11 - The comparison between the pandemic's effect on entrepreneurs and its effects on employees

07:19 - How are you managing the all the ideas flowing through you as a visionary?

13:42 - Helping clients out by finding ways to make them eligible for PPP

21:13 - "I think the worst is over"

27:23 - New financial options for people who are thinking of starting, expanding or closing their business during these difficult times

33:14 - Look at data to keep yourself grounded

40:09 - Flat is the new hockey stick

46:00 - Yale University's "The Science of Well-Being" online course by Dr. Laurie Santos

52:55 - Self-comparison leads people to think they're stuck when they're really not

59:43 - If you spend time working on your weaknesses, you can improve 3-5%, but if you work on your strengths, you can improve 95%

1:05:22 - If your co-workers can't provide you with honest and helpful feedback, you can count on kids to do that

1:06:01 - Sally Hogshead "How To Fascinate" Test

1:12:46 - Determining how much of your true, personal self should you share and show to clients

1:17:19 - Finding your specific role and purpose is a lifelong journey and is always changing

1:21:28 - Struggling with your personas - who you are in the business and who you are outside of it

1:31:04 - Sandra's passionate plea for entrepreneurs

REFERENCED MATERIALS:
Yale University's "The Science of Well-Being" online course by Dr. Laurie Santos
Sally Hogshead "How To Fascinate" Test

GET IN TOUCH:

MARK LEARY:
www.linkedin.com/in/markhleary
www.leary.cc

SANDRA FINCH:
www.linkedin.com/in/sandrafinch/
www.finchcpafirm.com
www.finchstrategies.com

PRODUCTION CREDIT:
Engineering / Post-Production: Jim McCarthy
Art / Design: Immanuel Ahiable

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