You have worked hard for the opportunity to meet with a new prospect. You only get one chance to make an outstanding first impression and to present your CPA firm’s capabilities in the best possible light. Are you ready?
For CPAs and business advisors, thought-provoking questions are the most valuable tool for learning a client’s business and financial challenges. When you ask thought-provoking questions about potential problems or opportunities, it expands a person’s perception of what you can do for them.
Worried about not having enough time to adequately present yourself, your firm and your capabilities? The trick is to shape your meeting so that you have just enough time to get prospects curious enough that they want to continue the conversation after you end it.
If your firm and its CPAs want to truly be successful, then their role can’t just be as a one-dimensional tax or audit professional. They must be multifaceted. They need to be Johnny Depp!
If a client feels inspired rather than manipulated to engage your firm, they will be able to verbalize the reasons why they think hiring you over your competitor makes better sense.
Skoda Minotti Strategic Marketing has been named a Gold Partner with HubSpot under its Agency Partner Program, which recognizes select marketing agencies for executing inbound marketing to the highest industry standards and deploying it successfully on behalf of growing client bases.
Jonathan Ebenstein provides eight tips for changing your company’s approach to developing new business.
To build and maintain a client base, most CPA firms rely on just a few partners to make it “rain” and feed their staffs. And while this has been the formula for success for so many firms for decades, it is an outdated, old-school way of operating. It also puts the future of your firm at risk.
It may be warm and sunny now, but the holidays will be here before you know it. And, the need to start your holiday card planning and execution process will be here even sooner.
By educating purchasing agents and establishing high levels of trust with them throughout the RFP process, you will significantly increase your chances of winning new business.