TTPP124: Two Questions That Make Your Tax Advice Instantly Better in Your Clients' Eyes
Description
You might be giving technically perfect tax advice — but if it’s too long or too complicated, it won’t land well with clients.
In this episode, Jack Bonehill shares a real story where two simple questions helped turn a colleague’s advice from technical to client-friendly. You can use these questions to instantly make your advice clearer, shorter, and more valuable from a client’s perspective.
If you want to deliver better advice that clients truly value — this episode is for you.
Show notes: thetaxprofessionalspodcast.com/TTPP124
The Tax Lab (real scenarios, tackled live: https://www.thetaxprofessionalspodcast.com/thetaxlab/
Masterclasses for tax professionals: https://www.thetaxprofessionalspodcast.com/masterclasses/
Timings
- [00:00:25 ] Story: reviewing a colleague’s draft of tax advice and simplifying it with two simple questions
- [00:02:13 ] Example: how we tend to overcomplicate advice with unnecessary detail
- [00:03:34 ] Why cutting complexity throughout a report makes advice stronger overall
- [00:04:38 ] How to make your advice more client-friendly
- [00:06:22 ] A two-step method — draft first, refine later using the two key questions
- [00:07:41 ] Exercise: how to apply the two questions in your next piece of advice
- [00:09:29 ] Upcoming sessions and future topics in The Tax Lab
The Tax Lab
Sharpen your skills as a tax advisor by seeing exactly how I think and approach real scenarios that we encounter as tax professionals, with The Tax Lab.
The Tax Lab gives you a glimpse inside my mind — my thoughts and my approach — as I tackle real scenarios live, so you can refine your own way of working.
Sessions of The Tax Lab are free to attend. Sign up so I can invite you to all future sessions.
United States
