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Wednesday, April 30, 2025 Live Webcast

Audit 504: Making Rain - Success with Clients and Prospects (X2-45975)

1:30 PM - 3:30 PM EDT
webcast

Vendor Platform

2 CPE Credits in PD

OVERVIEW

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.

DESIGNED FOR

Accountants retaining existing clients and developing prospective new clients

BENEFITS

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

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Jennifer Louis

Jennifer F. Louis, CPA

President

Emergent Solutions Group

Read bio

PRICING

$79.00 - Member

$99.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

CPA Crossings