Audit 504: Making Rain - Success with Clients and Prospects Webinar

Apr 29
12:00 - 2:00 p.m.

Online

2-Other
CPE Credits

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.

Learning Objectives:

After attending this presentation, you will be able to...

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

Highlights

The major topics covered in this course include:

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

Registration

PICPA Member: $89
Nonmember: $114

More Information

Course No. ESA504P2 Level: Basic

Prerequisites: None

Notes
This webinar is hosted by PICPA's partner, CPA Crossings, LLC. After registering, you will receive an email from messenger@webex.com with the log-in information.