Audit 504: Making Rain - Success with Clients and Prospects
Wednesday, April 30, 2025
12:30-2:30 p.m. Central
2 CPE (2 non-technical)
Course code: 25WX-0376
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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
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Continued marketing to existing clients
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How to better connect with existing and prospective clients
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Motivating prospective clients to engage with your firm
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Methods for building value perceptions with existing and prospective clients
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Differentiating your firm from the competition, including translating features into benefits
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Handling objections and closing a sale
Learning objectives
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Identify the importance of continuously marketing to retain existing clients
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Recognize best practices for developing opportunities to engage with prospective clients
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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
Pricing
|
Standard Member Fee |
$89.00
|
 Standard Nonmember Fee |
$89.00
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