Cross-selling-What is Your Firm's Lifetime Value to its Clients
Recording Only
We've been taught for two decades to compute the lifetime value of a client. But what about the firm's lifetime value to its clients? Many firms report less than desirable results from their cross-selling initiatives. Is this because we are trying to sell what we offer, rather than what clients want and need? This program will offer proven strategies on implementing a unique Value Proposition that enables firms to increase their lifetime value to clients, thereby earning more loyalty and profitability.
Presenter, Ron Baker, is the founder of VeraSage Institute, a think tank dedicated to teaching Value Pricing to professionals around the world.
CPA Leadership Institute is devoted to the enhancement of leadership and management development in CPA firms. Its repertoire of tools and reports include: CPA Leadership Report, Leadership Forum Report, Best Practices Tips, Succession Advisory, the webinar series, and more. Become a member.
This recording does not qualify for CPE credit.
All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or [email protected].
CPA Leadership Institute, Inc. is registered with the National Association of the 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 the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.
We've been taught for two decades to compute the lifetime value of a client. But what about the firm's lifetime value to its clients? Many firms report less than desirable results from their cross-selling initiatives. Is this because we are trying to sell what we offer, rather than what clients want and need? This program will offer proven strategies on implementing a unique Value Proposition that enables firms to increase their lifetime value to clients, thereby earning more loyalty and profitability.
CPA Leadership Institute, Inc. is registered with the National Association of the 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 the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: