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Free cpe webinars
Becoming a Cherished Advisor®: The Technology, the Process & Project Management

BECOMING A CHERISHED ADVISOR®: THE TECHNOLOGY, THE PROCESS & PROJECT MANAGEMENT

This webinar was previously titled THE CHERISHED ADVISOR: THE SIMPLE SALES PROCESS.
Cost Free
Presentation Length 1.0 hour

Recorded DateJune 20, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Are you unable to keep up with your client advisory leads, or where you are in the sales process with potential or current clients? Many of us begin selling to prospective clients organically without a foundation to create a long-term advisory relationship and ensure we bring the right clients to our practice. The success of a new advisory client relationship starts from the discovery phase through onboarding.

In reality, the sales process never ends -- it is an ongoing relationship that you grow over time to create a long-lasting, prosperous client relationship. Breaking down your sales process and setting up the proper foundation can not only help you work with the clients you want, but it can also help you avoid taking on clients that are not a good fit. In addition, by setting up the right level of automation and back-end processes, you can generate more revenue with the clients you already know and love before bringing on new clients.

Learning Objectives:


  • Evaluate and understand the collaborative selling model to create value for your potential clients and set yourself up for a successful long-term business relationship

  • List and apply the five-step Simple Sales Process so that you have a framework to create a sales strategy of your own from the Discovery to the Deepening Existing Client Relationships phase

  • Identify and develop a discovery process to truly get to know a potential prospect not only to allow them to learn more about you but also to equally assess whether they are a good fit for your practice



 

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Amyvetterbiz

Amy Vetter, CPA, CITP, CGMA, MBA, and Certified Speaking Professional (CSP) is the CEO of The B3 Method Institute and B3 Yoga, which provide ongoing learning to help people in all industries and career levels to achieve their desired potential in work and life.

Amy is a transformative keynote speaker, consultant, board member, author, and host of the podcast, Breaking Beliefs. As the creator of the B3 Method® for Business, Balance & Bliss, Amy has inspired thousands of people at hundreds of events on the mindful use of technology, change management, connected leadership, mindfulness in the workplace, and work-life balance.

As a CPA, Amy is also a key influencer in the accounting and finance profession. She has been named one of the “Most Powerful Women in Accounting” by the AICPA and CPA Practice Advisor and a Top 100 Most Influential Person by Accounting Today multiple times. Amy also shares her accounting and business insights as a contributor to AICPA’s Journal of Accountancy, Accounting Today, CPA Practice Advisor as well as Inc.com and Entrepreneur.com.

With an MBA and deep entrepreneurial roots, Amy is a skilled C-suite executive and corporate board member. She has deep experience in cloud technology and transformation and creating go-to-market (GTM) strategies to scale businesses nationally and internationally. Amy has held leadership roles overseeing sales, education, marketing, and advisory services functions at accounting software companies, as a partner in a CPA Firm, and when she owned and operated her own national accounting and advisory services practice.

Amy authored three books: Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life, Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, and Disconnect to Connect; Tap into the Power Within You to Achieve the Life You Desire. Her most recent book is an instant Amazon Bestseller that teaches you the tools and research to break the cycle of negative generational patterns that create unwanted outcomes in our present lives.

About Our Presenter

Amyvetterbiz

Amy is an accomplished entrepreneur, business executive, CPA, national speaker, and yoga practitioner. She is also the author of the book, Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life. In her book, Amy has created a methodology, backed by scientific research, on how to live a more authentic life and achieve work-life harmony based on the unique combination of her business and life experiences. Her second book, Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, is a step by step book for accounting and bookkeeping professionals wanting to transform their services by taking advantage of emerging technologies. Amy’s latest work, Disconnect to Connect; Tap into the Power Within You to Achieve the Life You Desire, is an instant Amazon Bestseller that teaches you the tools and research to break the cycle of negative generational patterns that create unwanted outcomes in our present lives.