Episode 15 – Going deeper with your ideal clients


Apple Podcasts

Welcome to The Modern Firm® podcast, hosted by Darren Root, Chief Strategist for Rightworks, founder of Rootworks (now Rightworks Academy) and an accounting firm owner for over 30 years, and John Mitchell, Culture and Workforce Advisor for Rightworks.

In this episode, Darren and John welcome Terry Offenberger, CPA and Managing Shareholder of Hammerman, Graf, Hughes & Company, Inc., to discuss an introverted accountant’s biggest nightmare: conversations that build client relationships. Terry touches on both the struggles and positive outcomes his legacy accounting firm has seen over the last 50 years and provides insights into creating meaningful relationships with ideal clients.


You can watch the full episode on YouTube or Vimeo.

The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.