In many firms, selling the firm's services is often left to the firm's rainmakers. But in a smaller firm, or in the case of a sole proprietor, it is the service providers who must also sell the company. It can be difficult to find useful guidance in developing these essential skills, in one's self or in the firm's next generation leaders, because there's no cookie-cutter, one-size-fits-all approach to rainmaking.
David Straughan, a partner and CPA at MacGillivray, has been providing business building guidance through many years and numerous presentations in both the US and Canada. This particular session is designed to teach existing and emerging firm leaders what rainmaking really is (as well as what it isn't) so that they can learn how to leverage their positions as trusted advisors to build their practices and propel their careers forward. Attendees will learn how to track and qualify prospects and, best of all, how to close the deal to turn that prospect into a new client for their firm.
More specifically, topics discussed will include:
This webinar will be of most interest to general practitioner accountants in small to medium-sized firms, but may also be of interest to tax professionals, lawyers and financial planners/advisors.
Professional Development Credits
Wolters Kluwer professional development programs are designed to meet the continuing education requirements of a variety of professional associations. These requirements do vary by association and region. Please consult your provincial association to ensure this webinar meets the continuing professional development standards for your specific situation.
This Webinar Includes:
The original airdate of this webinar was 05/17/2016