The CAS Cache/How to Find and Sell to Advisory Clients in Your Accounting Firm
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  • $200

How to Find and Sell to Advisory Clients in Your Accounting Firm

  • Course
  • 13 Lessons

A step-by-step guide on how to find and sell to advisory clients in your accounting firm.

The course will include the following:

  • Why do advisory

  • What is advisory

  • How to find advisory clients

  • How to sell advisory clients

  • One-page opportunity spotter example for team and referral sources

  • Intake form questions template

  • Pre-call email template

  • Discovery call agenda

  • Financial model example

  • Assessment proposal templates

We offer a 💯money back guarantee if you do not find value in the course.

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Contents

Introduction

Introduction to How to Find and Sell to Advisory Clients in Your Accounting Firm.mp4
  • 1 min
  • 1.79 MB
Preview
Why Advisory.mp4
  • 6 mins
  • 7.9 MB
What is Advisory.mp4
  • 8 mins
  • 9.47 MB

How to Find Advisory Clients

Existing Clients and Referrals.mp4
  • 9 mins
  • 10.7 MB
Teaser Template to use with Existing Clients
    Content Marketing.mp4
    • 11 mins
    • 16.8 MB

    How to Sell to Advisory Clients

    How to Sell Advisory Clients.mp4
    • 23 mins
    • 31.1 MB
    Additional Assessment Templates.mp4
    • 8 mins
    • 12.2 MB

    Resources

    How to Find and Sell to Advisory Clients in Your Accounting Firm Resources.xlsx
    • 30.3 KB
    How to Find and Sell to Advisory Clients in Your Accounting Firm Course Slides
    • 670 KB
    a2 Assessment Proposal - small prospect.pptx
    • 121 KB
    a2 Assessment Proposal - what we heard example.pptx
    • 130 KB
    a2 Assessment Proposal - bespoke example.pptx
    • 136 KB