When David and Latesha met some of our new clients, their first impressions were distant and nervous. But after only a few days together, cold, professional handshakes melted into warm embraces. Latesha shares her experience of making friends with near-strangers in this Tale from the Trail.
We say we love our clients and we truly mean it. But some stand out as people who exceed our expectations in amazing ways. Even though it’s our responsibility to create an enjoyable experience, one exceptional client helps us achieve that goal by giving us a welcoming start to our visit.
We’ve all been in a room with someone who seems like our total opposite; their posture, manners, and values are so different from ours, it can be hard to get anything done. When we’re faced with situations like these, however, we adapt. As auditors, we’re learning to connect with people by leaning into our personality styles.
Though it’s a rare opportunity, we love to bring our interns along on the audit trail to give them hands-on auditing experience. When our spring intern visited one of our not-for-profit clients, she learned about more than just financial statements, but also about how our job as auditors allows us to serve all kinds of people in a meaningful way.
Our team has been deeply impacted by Simon Sinek’s teaching on empathy and perspective. We deal with differences in perspective every day, and must learn to respond to them with empathy, not frustration. In this story, Kristie shares just one example of how she experienced this shift with a client.
In the professional world, some people think it’s taboo to talk about your personal life when doing business. We think learning about our clients actually helps us connect with them, which allows us to serve them not only as clients but also as human beings.
Not every day is full of sunshine and success — in fact, most days contain their own little crises. At one affordable housing property, David arrived on a particularly dark day. But the way our client’s staff members responded to their crisis left an inspirational impression on our whole team at Lemler Group.