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Jeff Borschowa has created a nine-part webinar series based on his book series, 8 Pillars for Exponential Business Growth. The introductory webinar introduces the concept of the 8 Pillars and offers a high level overview. The intent is that participants can attend the introduction in order to highlight specific pillars that they may wish to focus on next.
Inefficiency strangles business growth. Plain and simple, there are several obstacles that each and every bookkeeping or accounting business must overcome if they intend to successfully grow. This is an introductory webinar to implement the 8 Pillars for Exponential Business Growth in either an accounting practice or bookkeeping business. The 8 Pillars include:
1. Operational Efficiency - Rapid growth in a firm has an interesting way of revealing problems in the underlying business model. We will explore improving efficiency by digitizing data, implementing a project management mindset, automating workflow, and by determining if an alternative staffing model can assist you.
2. Marketing and Networking - Marketing encompasses all activities that encourage a prospect to contact you in the first place. Are you getting results for your efforts? Networking, when done correctly, can be a highly effective way to deliberately build your accounting practice with quality clients.
3. Sales - The sales process focuses on closing deals, signing up new clients, and maintaining relationships with existing clients. Basically, this is the activity that converts your marketing leads and prospects into paying clients.
4. Niche Development - Niche development is the intersection between marketing and sales and, arguably, the foundation for both. What is your ideal client?
5. Value Pricing - The traditional model of billing for services is based on a single formula: hours worked multiplied by an hourly rate is equal to the fee to be billed. This formula creates an inherent conflict of interest between you and your clients.
6. Technology - Technology offers some very exciting opportunities if leveraged correctly. Cloud solutions, in particular, offer opportunities for dramatic gains in efficiency and accuracy. By embracing cloud solutions and giving careful consideration to your actual Information Technology needs, you can see dramatic cost decreases and significant efficiency gains.
7. Value Added Services - Providing good services at fair prices will earn you trust and loyalty from your clients. The great news is you can leverage this relationship to identify client issues and offer more in-depth solutions.
8. Practice Management - The best run firms focus on key performance indicators in order to determine areas that need improvement. Monitoring business results and seeking improvement are critical aspects of working on your business.
The intent of the first learning webinar is to demonstrate the importance of the 8 Pillars to growing a bookkeeping business or accounting practice. We will cover details in subsequent webinars. We will also discuss action items that you can implement immediately in order to start building your accounting practice or bookkeeping business.
By the end of this business growth course, you will:
We will cover each of these at a high level in this bookkeeping course & webinar. You can visit http://www.businessevolutioneducation.com/dream-practice/8-pillars-webinar-series to learn more about each of the Pillars and to watch previously recorded events.
8 Pillars - Pillar 0: 8 Pillars for Exponential Business Growth (Video) (1 Hrs)
Jeff Borschowa has created a nine-part webinar series based on his book series, 8 Pillars for Exponential Business Growth. The introductory webinar introduces the concept of the 8 Pillars and offers a high level overview. The intent is that participants can attend the introduction in order to highlight specific pillars that they may wish to focus on next.
Inefficiency strangles business growth. Plain and simple, there are several obstacles that each and every bookkeeping or accounting business must overcome if they intend to successfully grow. This is an introductory webinar to implement the 8 Pillars for Exponential Business Growth in either an accounting practice or bookkeeping business. The 8 Pillars include:
1. Operational Efficiency - Rapid growth in a firm has an interesting way of revealing problems in the underlying business model. We will explore improving efficiency by digitizing data, implementing a project management mindset, automating workflow, and by determining if an alternative staffing model can assist you.
2. Marketing and Networking - Marketing encompasses all activities that encourage a prospect to contact you in the first place. Are you getting results for your efforts? Networking, when done correctly, can be a highly effective way to deliberately build your accounting practice with quality clients.
3. Sales - The sales process focuses on closing deals, signing up new clients, and maintaining relationships with existing clients. Basically, this is the activity that converts your marketing leads and prospects into paying clients.
4. Niche Development - Niche development is the intersection between marketing and sales and, arguably, the foundation for both. What is your ideal client?
5. Value Pricing - The traditional model of billing for services is based on a single formula: hours worked multiplied by an hourly rate is equal to the fee to be billed. This formula creates an inherent conflict of interest between you and your clients.
6. Technology - Technology offers some very exciting opportunities if leveraged correctly. Cloud solutions, in particular, offer opportunities for dramatic gains in efficiency and accuracy. By embracing cloud solutions and giving careful consideration to your actual Information Technology needs, you can see dramatic cost decreases and significant efficiency gains.
7. Value Added Services - Providing good services at fair prices will earn you trust and loyalty from your clients. The great news is you can leverage this relationship to identify client issues and offer more in-depth solutions.
8. Practice Management - The best run firms focus on key performance indicators in order to determine areas that need improvement. Monitoring business results and seeking improvement are critical aspects of working on your business.
The intent of the first learning webinar is to demonstrate the importance of the 8 Pillars to growing a bookkeeping business or accounting practice. We will cover details in subsequent webinars. We will also discuss action items that you can implement immediately in order to start building your accounting practice or bookkeeping business.
By the end of this business growth course, you will:
We will cover each of these at a high level in this bookkeeping course & webinar. You can visit http://www.businessevolutioneducation.com/dream-practice/8-pillars-webinar-series to learn more about each of the Pillars and to watch previously recorded events.
8 Pillars - Pillar 0: 8 Pillars for Exponential Business Growth (Video) (1 Hrs)
Jeff Borschowa has created a nine-part webinar series based on his book series, 8 Pillars for Exponential Business Growth. The introductory webinar introduces the concept of the 8 Pillars and offers a high level overview. The intent is that participants can attend the introduction in order to highlight specific pillars that they may wish to focus on next.
Inefficiency strangles business growth. Plain and simple, there are several obstacles that each and every bookkeeping or accounting business must overcome if they intend to successfully grow. This is an introductory webinar to implement the 8 Pillars for Exponential Business Growth in either an accounting practice or bookkeeping business. The 8 Pillars include:
1. Operational Efficiency - Rapid growth in a firm has an interesting way of revealing problems in the underlying business model. We will explore improving efficiency by digitizing data, implementing a project management mindset, automating workflow, and by determining if an alternative staffing model can assist you.
2. Marketing and Networking - Marketing encompasses all activities that encourage a prospect to contact you in the first place. Are you getting results for your efforts? Networking, when done correctly, can be a highly effective way to deliberately build your accounting practice with quality clients.
3. Sales - The sales process focuses on closing deals, signing up new clients, and maintaining relationships with existing clients. Basically, this is the activity that converts your marketing leads and prospects into paying clients.
4. Niche Development - Niche development is the intersection between marketing and sales and, arguably, the foundation for both. What is your ideal client?
5. Value Pricing - The traditional model of billing for services is based on a single formula: hours worked multiplied by an hourly rate is equal to the fee to be billed. This formula creates an inherent conflict of interest between you and your clients.
6. Technology - Technology offers some very exciting opportunities if leveraged correctly. Cloud solutions, in particular, offer opportunities for dramatic gains in efficiency and accuracy. By embracing cloud solutions and giving careful consideration to your actual Information Technology needs, you can see dramatic cost decreases and significant efficiency gains.
7. Value Added Services - Providing good services at fair prices will earn you trust and loyalty from your clients. The great news is you can leverage this relationship to identify client issues and offer more in-depth solutions.
8. Practice Management - The best run firms focus on key performance indicators in order to determine areas that need improvement. Monitoring business results and seeking improvement are critical aspects of working on your business.
The intent of the first learning webinar is to demonstrate the importance of the 8 Pillars to growing a bookkeeping business or accounting practice. We will cover details in subsequent webinars. We will also discuss action items that you can implement immediately in order to start building your accounting practice or bookkeeping business.
By the end of this business growth course, you will:
We will cover each of these at a high level in this bookkeeping course & webinar. You can visit http://www.businessevolutioneducation.com/dream-practice/8-pillars-webinar-series to learn more about each of the Pillars and to watch previously recorded events.
8 Pillars - Pillar 0: 8 Pillars for Exponential Business Growth (Video) (1 Hrs)
Jeff Borschowa has created a nine-part webinar series based on his book series, 8 Pillars for Exponential Business Growth. The introductory webinar introduces the concept of the 8 Pillars and offers a high level overview. The intent is that participants can attend the introduction in order to highlight specific pillars that they may wish to focus on next.
Inefficiency strangles business growth. Plain and simple, there are several obstacles that each and every bookkeeping or accounting business must overcome if they intend to successfully grow. This is an introductory webinar to implement the 8 Pillars for Exponential Business Growth in either an accounting practice or bookkeeping business. The 8 Pillars include:
1. Operational Efficiency - Rapid growth in a firm has an interesting way of revealing problems in the underlying business model. We will explore improving efficiency by digitizing data, implementing a project management mindset, automating workflow, and by determining if an alternative staffing model can assist you.
2. Marketing and Networking - Marketing encompasses all activities that encourage a prospect to contact you in the first place. Are you getting results for your efforts? Networking, when done correctly, can be a highly effective way to deliberately build your accounting practice with quality clients.
3. Sales - The sales process focuses on closing deals, signing up new clients, and maintaining relationships with existing clients. Basically, this is the activity that converts your marketing leads and prospects into paying clients.
4. Niche Development - Niche development is the intersection between marketing and sales and, arguably, the foundation for both. What is your ideal client?
5. Value Pricing - The traditional model of billing for services is based on a single formula: hours worked multiplied by an hourly rate is equal to the fee to be billed. This formula creates an inherent conflict of interest between you and your clients.
6. Technology - Technology offers some very exciting opportunities if leveraged correctly. Cloud solutions, in particular, offer opportunities for dramatic gains in efficiency and accuracy. By embracing cloud solutions and giving careful consideration to your actual Information Technology needs, you can see dramatic cost decreases and significant efficiency gains.
7. Value Added Services - Providing good services at fair prices will earn you trust and loyalty from your clients. The great news is you can leverage this relationship to identify client issues and offer more in-depth solutions.
8. Practice Management - The best run firms focus on key performance indicators in order to determine areas that need improvement. Monitoring business results and seeking improvement are critical aspects of working on your business.
The intent of the first learning webinar is to demonstrate the importance of the 8 Pillars to growing a bookkeeping business or accounting practice. We will cover details in subsequent webinars. We will also discuss action items that you can implement immediately in order to start building your accounting practice or bookkeeping business.
By the end of this business growth course, you will:
We will cover each of these at a high level in this bookkeeping course & webinar. You can visit http://www.businessevolutioneducation.com/dream-practice/8-pillars-webinar-series to learn more about each of the Pillars and to watch previously recorded events.
8 Pillars - Pillar 0: 8 Pillars for Exponential Business Growth (Video) (1 Hrs)
| Author : | Frank Horath, CLIENTFIRST FINANCIAL, Principal |
| Course Length : | Pages: 1 ||| Review Questions: 0 ||| Final Exam Questions: 1 |
| CPE Credits : | 2.0 |
| IRS Credits : | 0 |
| Price : | $79.95 |
| Passing Score : | 70% |
| Course Type: | Text - NASBA Registry |
| Technical Designation: | NonTechnical |
| Primary Subject-Field Of Study: | Business Management & Organization - Business Management & Organization for Course Id 899 |
| Description : | Tax professionals and financial planners are uniquely positioned to guide their clients to make a well informed Social Security income election decision. As they venture into this topic area, they will need to determine what level of Social Security income planning service they will provide for their clients, or they may opt to outsource certain aspects of these services. If they choose to provide these services in-house, they will want to utilize effective means of marketing and providing the requisite client deliverables. This 2-hour course will provide tax and financial professionals with marketing and practice management tools to help them both bring more value to existing clients, and attract new clients, while educating and guiding them through this very important financial planning decision process. The various professionals that provide Social Security income planning services and the scope of those services will also be discussed. Participants will learn the tools and marketing strategies to reach out to affiliates and Centers of influence, how to prepare and present effective seminar PowerPoint presentations, and what comprises effective Social Security mail and online campaigns. Finally, information on how to conduct the client meeting and how to uncover both content and demographic niche markets in your community will be discussed. |
| Usage Rank : | 0 |
| Release : | 2015 |
| Version : | 1.0 |
| Prerequisites : | Basic understanding of the Social Security system. |
| Experience Level : | Overview |
| Additional Contents : | Complete, no additional material needed. |
| Advance Preparation : | None. |
| Delivery Method : | Group: Internet-based. |
| Intended Participants : | Tax Professionals: CPAs, Enrolled Agents. Financial Professionals: CFP, IAR, Life and Annuity Agents, CLU, CPRC, CFS, ChFC, CIC, and CIMA. |
| Revision Date : | 14-May-2015 |
| NASBA Course Declaration : | Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam. |
| Approved Audience : | Text - NASBA Registry - 899 |
| Keywords : | |
| Learning Objectives : | After attending this webinar you will be able to:
|
| Course Contents : | 1.
The
types of financial service professionals (and their acronyms!) that are
providing Social Security income service and their scopes of offerings 2.
Considerations
for adding Social Security planning to your practice 3.
How
to frame and offer these services to existing clients 4.
About
client profiling - the interview, data collection, and needs assessment 5.
Marketing
techniques to reach affiliate partners, Centers of Influence, and organizations
in your community 6.
Key
elements and attributes of an effective Social Security PowerPoint presentation 7.
Practice
niches, both content and demographic, within Social Security income planning
services 8.
Resources,
further education 9.
Conclusion |
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