Turning Client Problems into Engagements

Recording Only

 

Many everyday problems that business owners face represent opportunities for advisory services. This presentation will help you easily identify what those problems are and discuss ways to help clients address them through a profitable business advisory engagement.

Presenter, Rick Solomon, has removed the mystery and the fear from selling with an integrity-based, common sense communications model that accountants have readily embraced.

For more information see our course syllabus.

 

Who Should Attend

  • Partners
  • Senior Managers

What You Learn

  • How to recognize the four most common problems most business owners face
  • How to help them solve those problems
  • How to build an engagement around your solutions and gain the client's buy-in.

Benefits of Attending

  • Increased revenue, with value based fees generally higher than hourly rates
  • Improved client retention and satisfaction
  • Enhanced ability to attract new, highly profitable clients

Program Level: Beginner

Prerequisite: None

Advanced Preparation: None

 
 
 
 

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.