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

    • Buy now
    • Learn more
  2. Introduction

    • Introduction to How to Find and Sell to Advisory Clients in Your Accounting Firm.mp4
    • Why Advisory.mp4
    • What is Advisory.mp4
  3. How to Find Advisory Clients

    • Existing Clients and Referrals.mp4
    • Teaser Template to use with Existing Clients
    • Content Marketing.mp4
  4. How to Sell to Advisory Clients

    • How to Sell Advisory Clients.mp4
    • Additional Assessment Templates.mp4
  5. 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 - what we heard example.pptx
    • a2 Assessment Proposal - bespoke example.pptx
  1. Products
  2. Course
  3. Section

Introduction

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

    • Buy now
    • Learn more
  2. Introduction

    • Introduction to How to Find and Sell to Advisory Clients in Your Accounting Firm.mp4
    • Why Advisory.mp4
    • What is Advisory.mp4
  3. How to Find Advisory Clients

    • Existing Clients and Referrals.mp4
    • Teaser Template to use with Existing Clients
    • Content Marketing.mp4
  4. How to Sell to Advisory Clients

    • How to Sell Advisory Clients.mp4
    • Additional Assessment Templates.mp4
  5. 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 - what we heard example.pptx
    • a2 Assessment Proposal - bespoke example.pptx

3 Lessons
    • Introduction to How to Find and Sell to Advisory Clients in Your Accounting Firm.mp4
    • Why Advisory.mp4
    • What is Advisory.mp4