MARKETING & SALES

Make CPE Work for You

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Businessman hailing taxi at airport

Three ways to recoup your investment.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

Attending and learning from conferences can be amazing opportunities for your career or your business. They can also be huge money drains. It’s easy to take a look at the conference registration and make a quick decision about whether we can afford it – or even worse – whether it will clear our credit card limit or not.

MORE by Sandi Leyva
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A smart business owner will take a bit different approach. Here’s how to calculate how much revenue or increase in price you need to justify the expense of attending a conference.
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Bissett Bullet: Who is Taking Care of Your Team?

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Today’s Bissett Bullet: “What do your team need from you in order to be at their very best?”

By Martin Bissett

Your team will need four things in order to do their very best for your clients. They need to be secure mentally, socially, physically and financially. When was the last time you checked that this is the case? It is small gestures such as this that build loyalty in practice.

Today’s To-Do:

Find the time to speak to at least one of your team members today. Ask how they are and find out if there is anything they need from you.

See more Bissett Bullets here

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Sell the Sizzle, Not the Bacon

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two seated people talking in office

Four elements to consider every time.

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

Selling professional services is not as difficult as some accountants and consultants believe. I like to define sales as solving a client’s problem. If you think in these terms, you’ll realize that this is what we do every day.

MORE by August J. Aquila
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Sales is the life blood of every business out there. If we did not sell our services and products, we would not have a firm or business. So, don’t think of sales as something unprofessional. It’s an integral part of growing your practice.
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Bissett Bullet: Meet the Decision Maker

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Today’s Bissett Bullet: “If the prospective client you’re meeting with needs to ‘recommend’ your proposal to others, they are not the person who can make the decision.”

By Martin Bissett

In a number of cases in growing our firms, especially in larger businesses, we can sometimes be palmed off with recommenders and not actual decision makers and yet we treat them as if they are. Do not waste time with people who cannot authorize a payment to you.

Today’s To-Do:

Make sure in a new business meeting that you are meeting with at least one of the decision makers in the business. Also, make sure that any meeting that you have with a recommender is based purely on getting a meeting with a buyer next time.

See more Bissett Bullets here

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