This was recorded on 9/22/2022.
Build Advisory Services into Your Tax Firm to Increase Your Revenue and Boost Your Clients' Success
Imagine increasing your monthly client revenues by 50%. If that interests you, then consider adding advisory services to your list of client services. This strategic move diversifies your tax practice and positions you as a firm of the future.
Maybe you’ve considered advisory services, but you’re unsure how to shift from compliance services to becoming an advisor. Then, this is for you.
Even if you realize the value of advisory services, you’re busy with day-to-day tasks. Lack of time prevents you from moving in this direction. We’ll share proven tips to lighten your workload.
Don’t underestimate the value of your knowledge. Your clients appreciate your insights. But, they may not realize the full range of your expertise. Discover the exact steps to highlight your expertise, positively impact your clients and charge premium fees.
Agenda
During this action-packed session you’ll learn:
• How to successfully pivot from transaction to interaction – especially if you lack
confidence.
• 5 steps to rise up as a valued advisor.
• The #1 strategy to kickstart your advisory services.
Loren Fogelman is a keynote speaker and one of America’s top-ranked business coaches. From 2018 to 2020, she continues to be recognized by HubSpot in its annual list of the world’s top 22 business coaches.
She delivers talks and workshops across the United States at major conferences such as Inbound, one of the world’s most esteemed content marketing events for entrepreneurs, as well as many niche accounting conferences.
Loren is an expert in pricing strategy and sales for accounting professionals. She coaches them to shift away from the “dollars-per-hour” pricing trap to a value-based pricing model. This allows her clients to reduce workload by as much as 50% while doubling revenues.
This webinar is a business success webinar and not related to tax law and does not count for IRS CE Credit.
Zoom Webinar Instructions will be emailed to you shortly after registering.
