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Free cpe webinars
Crafting Client Connections: Revamping Your Firm’s Sales and Marketing Strategy

CRAFTING CLIENT CONNECTIONS: REVAMPING YOUR FIRM'S SALES AND MARKETING STRATEGY

Cost Free
Presentation Length 1.5 hours

Recorded DateSeptember 3, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

For many accounting, tax, and bookkeeping professionals, marketing and sales can feel challenging, especially without three big things: a sound strategy, an efficient plan, and tried-and-true tactics to close sales. These are the three practice-building skills attendees will obtain after attending this webinar!

Based on decades of experience from a CPA, sales coach, and an accounting-specific marketing firm owner, attendees will gain valuable and practical takeaways to apply immediately. Attend this webinar to unlock your firm's full potential in marketing and sales to win more of the clients you want with proven strategies for success!

Learning Objectives:


  • Identify your ideal client and target market

  • Outline how to craft compelling messaging to communicate your unique value proposition

  • Evaluate how to leverage digital channels for maximum reach and impact

  • Demonstrate how to nurture prospects and build strong client relationships

  • Recognize how to overcome objections and close deals with confidence

  • Identify how to develop a streamlined sales process to drive business growth and success

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Gaynor Meilke

Charisma Ink
Chief Opportunity Officer , MS, CBC, CTC
[email protected]
(517) 918-9353

Charismaink

Gaynor Meilke is a business and transformational coach and the owner of Charisma Ink, LLC, a marketing and consulting company dedicated to helping CPAs, accounting firms, bookkeeping practices, financial services providers, and the vendors who serve them achieve market ownership, grow their niches, and increase revenue.

She helps business owners leverage positive market forces and organizational assets, to help them create new opportunities and improve bottom line results.

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Marietorosiancpa

Marie’s entrepreneurial journey began early, at the age of 11, assisting her father with his business. These formative experiences sparked her passion for finance and laid the groundwork for her future success.

Marie’s strengths lie in her deep understanding of sales, marketing, operations, and finance. Her proprietary VALUEATION-MT® methodology is a revolutionary approach that integrates key elements such as business valuation, financial analysis, and growth roadmaps. This framework enables business owners to gain a clear understanding of their finances, make informed decisions, and increase their business value.

About Our Presenter

Charismaink
Charisma coaches and collaborates with B2B business leaders to maximize their mindset, marketing, and the monetization of their skills and expertise.