Audit 504: Making Rain - Success with Clients and Prospects
Wednesday, April 30, 2025
Webcast or Webinar, Online
1:30 PM - 3:30 PM (opens at 1:00 PM) EST
2Credits
Behavioral
Registration is Open
Members
$89.00 Regular Price
Non-Members
$119.00 Regular Price
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$40.00 Members / $56.00 Non-Members
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Course Type: Webcast
Course Code: 25/CX45975
Level: Basic
Vendor: CPA Crossings, LLC
Field of Study: Personal Development
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. 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.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
Major Topics:
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
Major Topics:
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