Speaker: Chris Frederiksen
The opportunities for accounting professionals to build a large and successful practice in today’s market are phenomenal. The key to success is to identify which opportunities to pursue and then develop the ‘how to’ strategy to realise/achieve your firms objectives and acquire great clients. This one day seminar will cover the following topics:
Key Topics
- Creating your firm’s strategic plan
- Developing the long-term vision for the practice you have always wanted
- Identifying the right product/service mix
- How to attract quality new clients
- Key marketing initiatives to promote your firm
- Using technology to leverage your marketing efforts
- How to make your current clients your “promoters”
- How to uncover your clients’ key challenges and vital client data
- Finding the right strategic partners to help you and your clients
- Rationalising your client base for success
- Maximising client satisfaction through technology
- How to price your services based on value not time
- Monitoring your firm’s performance and celebrating victories
This seminar is for accountancy and tax professionals who want to learn proven techniques to expand their client base with high quality clients. Seminar attendees will receive a comprehensive manual which includes proven checklists, forms, sample marketing pieces and direct mail letters.







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