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Course Details

Beyond Transactions: Mastering Relationship Marketing for Accountants (Video) (Course Id 2250)

QAS / Registry
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Author : Jeffrey Paul Borschowa, Author, Educator
Course Length : Pages: 3 ||| Review Questions: 3 ||| Final Exam Questions: 5
CPE Credits : 1.0
IRS Credits : 0
Price : $14.95
Passing Score : 70%
Course Type: Video - NASBA QAS - Text - NASBA Registry
Technical Designation: Technical
Primary Subject-Field Of Study:

Accounting - Accounting for Course Id 2250

Description :

In “Beyond Transactions: Mastering Relationship Marketing for Accountants,” dive into the transformative world of relationship marketing, tailored specifically for accounting professionals. This course unveils the secret to turning casual contacts into loyal clients and referrals into reliable revenue streams, all through the power of personal connections. Discover practical, easy-to-implement strategies for engaging with your clients on a deeper level, using thoughtful gestures like sending out cards and personalized gifts to stand out in a crowded market. Whether you're looking to refine your client acquisition tactics, enhance client retention, or simply inject more humanity into your professional interactions, this course offers the tools and insights you need to elevate your practice beyond the numbers. Perfect for accountants eager to embrace a more personalized approach to business growth, 'Beyond Transactions' is your guide to building lasting client relationships that thrive on mutual respect and genuine engagement."

Usage Rank : 20000
Release : 2024
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 19-Mar-2024
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 :

Video - NASBA QAS - Text - NASBA Registry - 2250

Keywords : Accounting, Beyond, Transactions, Mastering, Relationship, Marketing, Accountants, Video, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

After completing this course, participants will be able to:
    1. Identify the core principles of relationship marketing and how they apply to the accounting profession.
    2. Implement practical strategies for engaging clients through personalized communication and gestures.
    3. Develop a systematic approach to building and maintaining client relationships that enhance client retention and referral rates.

Course Contents :

Chapter 1 - Beyond Transactions: Mastering Relationship Marketing for Accountants

Step 1: Embrace Personalization

·       Action: Identify personal details of your top 10 clients.

·       Tool: Utilize platforms like SendOutCards to automate personalized greetings. Explore Systems for Sending Cards

Step 2: Maintain Consistency

·       Action: Plan monthly touchpoints, whether through cards, gifts, or calls.

·       Tip: Consistency is key to building trust and strengthening relationships.

Step 3: Use Automation Wisely

·       Action: Automate routine communications but add a personalized first message.

·       Example: Automate birthday greetings with a personal touch.

Step 4: Craft Engaging Content

·       Action: Mix professional insights with personal stories for engaging messages.

·       Exercise: Create a varied content calendar.

Step 5: Learn from Mistakes

·       Action: View miscommunications as opportunities for deeper engagement.

·       Reflection: Adapt your strategy based on feedback and outcomes.

Step 6: Deepen Connections

·       Action: Use open-ended questions to encourage dialogue.

·       Goal: Understand your clients better to serve them more effectively.

Step 7: Measure and Adapt

·       Action: Track responses and refine your strategy for maximum impact.

·       Adjustment: Feedback is key to enhancing personalization and effectiveness.

 

Chapter 1 Review Questions

Click to go to: Accounting CPE Courses | Online Accounting Courses for CPAs
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