Nobody Likes An Accounting Monologue
How great financial advisors create space for real dialogue
Too many client conversations feel like a one-man show. You’ve got your talking points, your deck, your data and your plan. You’re ready to walk them through it. Very efficiently.
Is your client actually listening though? Or just sitting through it?
Engagement is one of the biggest differentiators between an advisory call that creates action and a call that’s forgotten.
Navi is a conversation intelligence tool built specifically for accountants and financial advisors. It analyzes client calls and provides personalized, nonjudgmental feedback across five core dimensions — clarity, authenticity, engagement, action and impact — so you can see exactly how your conversations land and where you can improve.
Navi tracks Engagement because it tells us how alive a conversation really was. Not just what was said, but how it was shared, and whether your client got a chance to show up, respond and shape the moment with you.
Presence Over Performance
Engagement has a back-and-forth rhythm. You’re not the only one talking. You’re asking questions, offering clarification, checking for understanding and adjusting your approach as you go.
Sometimes engagement looks like saying, “Does this make sense so far?” Sometimes it’s noticing your client looks unsure and offering to talk through whatever you just said. Sometimes it’s shifting metaphors mid-sentence because the first one didn’t land.
It’s more important to be present, than to perform.
Clients Remember Connection
You could have the most brilliant advice in the world and the most beautiful PowerPoint to match, but if the client tunes out halfway through it literally does not matter.
Engagement is what makes your message stick. Think about it, when’s the last time you felt truly engaged on a call?
Chances are, the other person was paying attention to you. They asked good questions. They noticed when you got confused or distracted. And they adapted!
An Extra Set of Ears for the Parts You Miss
Navi helps you catch what you missed in the moment.
It’s a lot to keep track of. I’m telling you that you need talking points, a PowerPoint, data sets, a plan AND you need to actively listen to your client, pick up on their body language and adapt to their tone on the fly.
When you’re juggling all of that, it’s not always easy to realize you’ve been talking for 10 minutes straight, and you haven’t even heard your client’s voice yet.
Navi is like an extra set of ears. It picks up on the things that you miss and helps you improve in your own time.
When Navi grades for engagement, it looks at the flow of the conversation and how much the client actually got to shape. It notices whether you brought in relatable examples, asked questions, acknowledged their input or adjusted your pacing and tone. It also flags when you may have missed a cue, like when a client asked a question and it didn’t get answered or when they shared something vulnerable and it went unacknowledged.
These aren’t flaws, think of them as opportunities. If Navi can help you spot them, you can grow and change over time.