Even if you understand the value of having advisory conversations with your clients, it can still be challenging to figure out where to start and how to show up.
That’s why we developed Navi! Navi is an AI-powered assistant built specifically for accountants doing advisory work. It can help you plan smarter meetings, intentionally reflect on conversations and grow your communication skills.
Whether you’re preparing for a big conversation or debriefing after hanging up the phone, Navi meets you where you are and helps you move forward.
But how? Where should you even start?
Here’s a breakdown of powerful prompts to help you get the most out of this powerful tool.
1. Build Better Agendas.
Time is valuable! And a well-structured agenda ensures you use it wisely. Navi helps you organize your thoughts and structure your meetings with intention. It can help you create clear, tailored agendas that align with your clients’ goals and your firm’s strategy.
Can you help me create a tailored agenda for my upcoming advisory meeting with [Client Name]?
What key topics should I include in an agenda for a cash flow strategy session?
Help me design a 30-minute check-in agenda for a quarterly review.
What agenda should I use for onboarding a new advisory client?
2. Reflect with transcripts.
Reviewing your own conversations is one of the best ways to improve. Navi can analyze your transcripts and offer insight on what worked and what can be improved.
Can you evaluate my last meeting with [Client Name] and provide feedback?
What are the strengths and weaknesses of my recent advisory call based on this transcript?
Which parts of this call showed strong listening or relevant guidance?
Were there any moments where I missed an opportunity to ask a deeper question?
How did I handle client objections or concerns?
3. Improve your Skills
Most accountants are confident in their technical knowledge, but advisory conversations require different skills. Navi acts as your coach and can help you build confidence and empathy in every interaction.
What specific strategies can I use to improve my client communication skills?
Can you provide feedback on how to enhance my empathy and engagement during client meetings?
How can I better explain complex financial concepts to clients?
What are some tips for staying present and focused during advisory conversations?
How can I improve my follow-up and accountability with clients?
4. Deepen Client Connections
Strong client relationships take time to develop and they’re built on trust and understanding. Navi helps you ask better questions, listen actively, and guide conversations that get to the core of what your clients really need. No more surface-level conversations!
What are some effective questions I can ask my clients to uncover their true needs?
How can I encourage more participation from clients during advisory sessions?
What questions build trust and help clients feel heard?
How do I respond when a client goes off-topic or becomes emotional?
How can I identify what really matters to my client?
5. Strategize with Confidence
Navi keeps you grounded in best practices so you’re ready for whatever comes your way. Clients say the darndest things sometimes don’t they? Navi can help you think strategically about your so you can feel more prepared for any situation.
What are the best practices for conducting a successful advisory meetings?
Can you outline a strategic approach for diagnosing client challenges?
How can I guide clients through setting realistic, measurable goals?
6. Embrace Self-Reflection
The best advisors grow from every conversation they have. Navi prompts thoughtful self-reflection. It gives you space to understand your patterns, celebrate your wins and change tactics when needed.
What self-reflection questions should I consider after my client meetings?
How can I assess my performance as an advisor based on client feedback?
Did I communicate my recommendations clearly and confidently?
How has my approach to advisory changed over time?
7. Navigate Tricky Situations
Tax returns are all about rules. They’re standardized. Unsurprising. Advisory conversations are the exact opposite! They can be unpredictable and even emotional. Navi helps you navigate resistance, overwhelm and tension with curiosity and care, so you can be the grounded, supportive advisor your client needs.
How should I handle a situation where a client is resistant to my recommendations?
What steps can I take if a client feels overwhelmed by the information I provide?
What’s the best way to reset the tone when a meeting feels tense?
How can I revisit a conversation that didn’t go as planned?
Navi is here to support your evolution as an advisor, one thoughtful question at a time! Don’t be shy, ask away!