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20SS-0050: Surgent's Making Rain -- Client Service and Selling to Prospects (Audit Skills Training - Level 7) (Self-Study)

Valid for one year from purchase date
Self-study - On-Demand
3 CPE (3 non-technical)

If the organization paying for the purchase is exempt from sales tax, call us at 952-831-2707 to complete your purchase.

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It costs more money to develop a new client than to simply retain an existing one. While a CPA firm with longevity needs to continuously develop new business to replace departing clients, a proper balance of marketing efforts should be divided between existing clients and prospects. This module provides tips and techniques for ensuring that your firm has the capacity to grow and expand its book of business in a healthy way.

Major subjects

  • Continue marketing to existing clients
  • How to better connect with existing and prospective clients
  • Motivating prospective clients to engage with your firm
  • Methods for building value perceptions with existing and prospective clients
  • Differentiating your firm from the competition, including translating features into benefits
  • Handling objections and closing a sale

Learning objective(s)

  • Discuss the importance of continuously marketing to retain existing clients
  • Describe best practices for marketing to prospective clients
  • Explain what differentiates your firm and its services from the competition

Who should take this program?

Accountants retaining existing clients and developing prospective new clients

Fees

Our records indicate you are a nonmember. If you register, you will be charged $54.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $54.00
checkmark Standard Nonmember Fee $54.00

More program information

Area
of study
Practice management
Field(s)
of study
Communications and Marketing - Non-Technical (3.0)
Level Advanced
Format Self-study - On-Demand
Sponsor Surgent
NASBA ID#: 103212
Prerequisites Prereq. Experience with audit, tax, or other engagements
Advance
prep
None

If the organization paying for the purchase is exempt from sales tax, call us at 952-831-2707 to complete your purchase.

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