New
23WX-4126: Audit 504: Making Rain - Success with Clients and Prospects (Webinar)
Monday, April 29, 2024
11:00am - 1:00pm Central Time
2 CPE (2 non-technical)
Online registration has closed.
Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.
Making Rain - Improving Success with Retaining Clients and Attracting Prospects provides tips and techniques for ensuring that your firm has the capacity to grow and expand its book of business in a healthy way. 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. Note: This course is recommended as a part of a 8-hour audit skills curriculum for managers, while it is also appropriate for anyone who has client relationship or prospecting responsibilities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Major subjects
-
Continued 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)
-
Identify the importance of continuously marketing to retain existing clients
-
Recognize best practices for developing opportunities to engage with prospective clients
-
Recall what differentiates your firm and its services from the competition in a way that is easily communicated and understood
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
$89.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
Standard Member Fee |
$89.00
|
Standard Nonmember Fee |
$89.00
|