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5 Steps to Easily Enroll Premium Clients without Negotiating Your Fees 1 Credit

5 Steps to Easily Enroll Premium Clients without Negotiating Your Fees 1 Credit

  • Rating

    4.4
  • Published on

    March, 2024
  • Subject Area

    Business Mgmnt and Org

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Oct 21, 04:00 PM ET

Learning Objective

  • To analyze and master a five-step strategy to enroll high-value clients without negotiating fees.
  • To identify and avoid five common mistakes encountered during free consultation sessions.
  • To discuss and develop proficiency in asking three strategic consultation questions that showcase your firm's value proposition effectively.
  • To acquire skills to handle objections professionally and confidently during initial client meetings.
  • To inspect the #1 tip to attract quality clients without employing sales pitches or fee justifications.

Course Overview

Revolutionize your approach to client consultations with our transformative course designed to eliminate fee negotiations during initial meetings. Are you tired of the cycle where your fee structure becomes a point of contention after offering initial free consultations? Take charge of these crucial encounters by leveraging a five-step strategy that attracts high-value clients without compromising your worth.

Typical accounting training might equip you with technical skills, but it often falls short of preparing you for the intricacies of those pivotal initial consultations. Our CPE Business Management webinar bridges that gap, ensuring these meetings become an avenue for enrolling top-tier clients without the stress of negotiating fees. It's time to reshape these encounters, turning them into powerful opportunities for your firm.

Discover a proven formula that compels premium clients to seek you out, rendering sales pitches and fee justifications a thing of the past. Say goodbye to the discomfort of traditional sales approaches and hello to clients eagerly saying "YES" without hesitation. Embrace strategies that captivate potential clients, allowing your services to speak for themselves from the outset.

Major Topics Covered:

  • Enroll quality clients
  • 3 winning consultation questions 
  • Handle objections like a pro
  • The raise your rates formula

Join us for an engaging experience where you'll redefine your approach to consultations, empowering yourself to enroll premium clients effortlessly while sidestepping the hassle of negotiating fees.

  • 1 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
  • 1 General Credit of Business Mgmnt and Org for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Business Mgmnt and Org for CPA in Canada
  • 1 CPE Credit of Business Mgmnt and Org for Certified Management Accountants (CMA)
  • 1 CPE Credit of Business Mgmnt and Org for Chartered Global Management Accountants (CGMA)
  • 1 PDU Credit of Business Accumen for Project Management Professional (PMP)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CPE Credit of Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA)
  • 1 Points Credit of Business Management for Certified Professional in Talent Development (CPTD)
  • 1 CPE Credit of Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 CPE Credit of Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA)
  • 1 Points Credit of Business Management for Associate Professional in Talent Development (APTD)

  • 1 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
  • 1 General Credit of Business Mgmnt and Org for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Business Mgmnt and Org for CPA in Canada
  • 1 CPE Credit of Business Mgmnt and Org for Certified Management Accountants (CMA)
  • 1 CPE Credit of Business Mgmnt and Org for Chartered Global Management Accountants (CGMA)
  • 1 PDU Credit of Business Accumen for Project Management Professional (PMP)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CPE Credit of Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA)
  • 1 Points Credit of Business Management for Certified Professional in Talent Development (CPTD)
  • 1 CPE Credit of Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 CPE Credit of Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA)
  • 1 Points Credit of Business Management for Associate Professional in Talent Development (APTD)

Additional Information

Credits

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

Loren Fogelman| CE/CPE/CPD Courses for CFE CMA & more
Loren Fogelman

Business Coach, Business Success Solution

  • 4.5
  • rating
  • rating
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Loren Fogelman is a keynote speaker and one of America’s top ranked business coaches. From 2018 to 2021, 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. 

She’s a regular contributor to Intuit’s Firm of the Future series, Accounting Web and the author of two Amazon best seller books: The Winning Point: How to Master the Mindset of Champions and The Success Solution: Break Through Limiting Beliefs for Business Success.  

Ready to value price your services? Discover how to double your income while working half the time. Claim your FREE RESOURCE to separate your fees from your time at https://www.businesssuccesssolution.com/value-book/. 

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Ratings and Review

4.4

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FM

Flo Meadows, CPA (US)

Loren Fogleman has great energy, insights, and expertise. Simple and profound information that I will put to use, beginning today!

CK

Christina Koch, CPA (US)

Great tips and information!

Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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