EP 16: Engineering Client Success with Tony Banta

(UN)Conventional Wealth

Although companies now have a dizzying array of tools and systems on hand to make day-to-day operations run smoothly, no amount of cutting-edge software can take the place of strong leadership and a desire to serve clients at the highest level.

Tony Banta is the co-founder of the Client Success System, along with his wife Suzanne, and the host of The Client Whisperer™ Show. The entire process is designed to provide business owners with not only the systems, but the behavioral shifts they need to optimize their clients’ journeys and get them incredible results.

On this episode of the Rigging the Game podcast, Dan and Tony discuss the practice of recognizing the systems that govern everything in order to optimize for the best possible outcomes, taking a fluid, process-based approach to making changes within your business (or even your clients) as opposed to a binary approach, ensuring that the help you give your clients lasts in the long term, and why your systems will remain useless if you don’t have a strong focus on value creation. Join in for a necessary reality check on what your clients actually need.

What You’ll Learn

• What the signs in a company’s bathroom can tell you about the culture of the organization itself
• How to troubleshoot the standard process to fit the results to your client’s needs (because we don’t all fit perfectly into the average)
• Why treating your clients like the boss is a disservice to you and them, and the process Tony uses to prevent this issue entirely
• And much more!

Favorite Quote

“I quickly found that the best code, the best software solutions were powerless in the face of dysfunctional leadership and dysfunctional organizational structures. And as a systems engineer, that bothered me. So that spurred the next decade of my career of getting out from behind the computer to figure out what makes leaders and teams and organizations tick.”

- Tony Banta

Connect with Tony Banta:

• The Client Whisperer™ Show

How to get involved

• Visit Dan Nicholson’s website - Nth Degree CPA’s and the Rigging The Game to learn how he helps small business owners cultivate good accounting and tax practices to achieve their financial goals. To rig the game to win and to set the outcomes that you want in life and business.
• Get the news that gets you closer to what you want with Certainty News.

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