Llearn effective client acquisition techniques and how to apply proven client acquisition practices in a way that is consistent with the International Code of Ethics for Professional Accountants.
You will learn how to build client rapport, build your personal credibility and brand as an accountant and create the foundation for deepening your business relationship with the client over time. For those seeking a more meaningful learning experience, the course includes "Wisdom Points" - challenging statements about your internal level of confidence and emotional intelligence that affect your relationships with clients at every stage of the client-acquisition cycle.
DESIGNED FOR
All levels
BENEFITS
This course is for accounting professionals who want to improve their skills in engaging with clients or customers, including how to proactively manage the client acquisition cycle to attract more of the right clients, more quickly.
HIGHLIGHTS
- Identify and manage the five stages of the client-acquisition cycle.
- Apply the International Code of Ethics for Professional Accountants at every stage of the client-acquisition cycle.
- Establish trust and credibility with clients before, during and after the initial meeting.
- Identify the four elements of your personal brand and how to create them.
- Recognize and apply the three variables that shape the acquisition cycle.
- Identify three ways to make persuasive recommendations to prospective and current clients.
- Ask clients for a commitment to take the next step.
- Investigate and understand clients' deeper and unexpressed needs.
- Learn rechniques to identify the four types of concerns that clients may have and how to address them.
- Identify and apply the four steps to renew and expand your client relationship.
COURSE LEVEL
Intermediate to Senior Management
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
This is a mobile audio course, much like a podcast but you can earn CPE by taking an assessment.
By selecting purchase you will be taken to prodiolearning.com to complete registration.
Please contact support@prodiolearning.com if you experience any issues.
Due to the nature of our course content, once the course has been purchased, we are unable to provide refunds.
ProDio Audio Learning Inc. 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, Registry ID:142304. 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