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Becoming a Cherished Advisor®: The Technology, the Process & Project Management

BECOMING A CHERISHED ADVISOR®: THE TECHNOLOGY, THE PROCESS & PROJECT MANAGEMENT

This webinar was previously titled THE CHERISHED ADVISOR: THE SIMPLE SALES PROCESS.
Available Date(s)
Monday, June 20, 2022: 4:00PM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Communications & Marketing
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Are you unable to keep up with your client advisory leads, or where you are in the sales process with potential or current clients? Many of us begin selling to prospective clients organically without a foundation to create a long-term advisory relationship and ensure we bring the right clients to our practice. The success of a new advisory client relationship starts from the discovery phase through onboarding.

In reality, the sales process never ends -- it is an ongoing relationship that you grow over time to create a long-lasting, prosperous client relationship. Breaking down your sales process and setting up the proper foundation can not only help you work with the clients you want, but it can also help you avoid taking on clients that are not a good fit. In addition, by setting up the right level of automation and back-end processes, you can generate more revenue with the clients you already know and love before bringing on new clients.

Learning Objectives:


  • Evaluate and understand the collaborative selling model to create value for your potential clients and set yourself up for a successful long-term business relationship

  • List and apply the five-step Simple Sales Process so that you have a framework to create a sales strategy of your own from the Discovery to the Deepening Existing Client Relationships phase

  • Identify and develop a discovery process to truly get to know a potential prospect not only to allow them to learn more about you but also to equally assess whether they are a good fit for your practice



 

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Amyvetterbiz

Amy Vetter, CPA.CITP, CGMA, is the CEO of The B3 Method Institute, a keynote speaker, a corporate board member, and the host of The Breaking Beliefs podcast. She is the author of Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, published by Wiley and Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life. Amy is a transformative speaker on leadership, employee engagement, company culture, business transformation, and technology innovation. Amy has been named multiple times as one of the "Most Powerful Women in Accounting" by the AICPA and CPA Practice Advisor and recognized as a "Top 100 Most Influential Person" by Accounting Today. Amy shares her accounting and business insights as a contributor to AICPA's Journal of Accountancy, Accounting Today, and CPA Practice Advisor. Learn more at www.amyvetter.com
•    Amy Vetter — CEO, The B3 Method Institute
•    Author of the books - Business, Balance & Bliss and Integrative Advisory Services
•    Learn more at www.amyvetter.com
•    Follow @amyvettercpa on Twitter, Facebook, Instagram, LinkedIn, or YouTube 
•    Check out Amy's TEDx Talk: "Disconnect to Connect: The Path to Work-Life Harmony"
•    Amy Vetter — CEO, The B3 Method Institute
•    Author of the books - Business, Balance & Bliss and Integrative Advisory Services
•    Learn more at www.amyvetter.com
•    Follow @amyvettercpa on Twitter, Facebook, Instagram, LinkedIn or YouTube
•    Check out Amy's TEDx Talk: "Disconnect to Connect: The Path to Work-Life Harmony"
 

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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

Amyvetterbiz
Amy is an accomplished entrepreneur, business executive, CPA, national speaker, and yoga practitioner. She is also the author of the book, Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life. In her book, Amy has created a methodology, backed by scientific research, on how to live a more authentic life and achieve work-life harmony based on the unique combination of her business and life experiences. Coming Fall 2017, her next book, Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, she will provide a step by step book for accounting and bookkeeping professionals wanting to transform their services by taking advantage of emerging technologies.