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Wondering how to run your ideal first client seminar? By on Aug 17, 2018

process compliance concept

At some time in the future of every accounting firm, we need to think how we will we get the message out there to the masses about our unique service offering. Practising with select existing clients is a great way to refine your advisory services, however, it is a slow growth strategy.

Conducting a one-hour client and/or prospect seminar is the key way to get action. Giving the client a taste of what is to come and then following up creates the need for future action. As their partner in success, understanding the financial impact of business decisions before they are made opens the doors to an ongoing and lucrative engagement.

Of course, these sessions need planning. Some things to consider are; what location will we use, what time of day, how long will the seminar run, who will present it, how will we market it, what will the seminar invitation look like, what catering is suitable for the event, what collateral material will we have on the day, how will we follow up opportunities. The list goes on…

Join us in September for one day where we will focus on discussing and helping you solve some of the big issues facing accounting firms today. Click here for details.


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