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
  4. Lesson

Introduction to How to Find and Sell to Advisory Clients in Your Accounting Firm.mp4

  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