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
Preview
Why Advisory.mp4
What is Advisory.mp4

How to Find Advisory Clients

Existing Clients and Referrals.mp4
Teaser Template to use with Existing Clients
Content Marketing.mp4

How to Sell to Advisory Clients

How to Sell Advisory Clients.mp4
Additional Assessment Templates.mp4

Resources

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