Thursday, March 6, 2025
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Mastering Client Relationships: High-Trust Conversations for Accountants with Mary Schmid



Mastering Client Relationships: High-Trust Conversations for Accountants with Mary Schmid

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

🔗   / maryschmid  

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


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