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| Author : | Loren Fogelman, Author, Consultant |
| Course Length : | Pages: 1 ||| Review Questions: 0 ||| Final Exam Questions: 1 |
| CPE Credits : | 1.0 |
| IRS Credits : | 0 |
| Price : | $0.00 |
| Passing Score : | 70% |
| Course Type: | NASBA QAS - NASBA Registry |
| Primary Subject-Field Of Study: | Business Management & Organization - Business Management & Organization for Course Id 2160 |
| Description : | Does your accounting firm offer initial free consultations? Before the meeting closes you share your fees. And the response you hear is “Can I get a discount?” The initial consult challenges many accounting professionals. That’s because your training prepared you to do the work, but not to master these first meetings. As a result, you end up enrolling a non-ideal client or under-charge for your firm’s services. Your initial consultations set the stage for everything else. It’s time to engage quality clients – without ever having to sell or justify your fees. Follow this proven formula which has premium clients ask how they can work with you. This approach draws in quality clients without having to pitch or sell your services. Give potential clients what they need to eagerly say “YES” on the spot. |
| Usage Rank : | 0 |
| Release : | 2023 |
| Version : | 1.0 |
| Prerequisites : | None. |
| Experience Level : | Overview |
| Additional Contents : | Complete, no additional material needed. |
| Advance Preparation : | None. |
| Delivery Method : | Group Internet-Based |
| Intended Participants : | Anyone needing Continuing Professional Education (CPE). |
| Revision Date : | 26-May-2023 |
| 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 : | NASBA QAS - NASBA Registry - 2160 |
| Keywords : | Management Services, 5, Steps, Easily, Enroll, Premium, Clients, Negotiating, Your, Fees, Webinar, cpe, cpa, online course |
| Learning Objectives : | During this action-packed session youll learn:
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| Course Contents : | During this action-packed session youll learn: The #1 tip to engage new, high value clients without pitching your services. 5 common selling mistakes to avoid during the free consultation. 3 specific questions which engage quality clients. The proven formula to confidently handle objections. |
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