HOW TO PROVIDE AN 80/20 ANALYSIS AS PART OF YOUR ADVISORY SERVICES. “How an 80/20 analysis can shift your clients’ focus from what is lost because of the pandemic to what is possible!”

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HOW TO PROVIDE AN 80/20 ANALYSIS AS PART OF YOUR ADVISORY SERVICES. “How an 80/20 analysis can shift your clients’ focus from what is lost because of the pandemic to what is possible!”

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Learning Objectives

How to help business clients understand the importance of analyzing their customers
How to conduct an 80/20 analysis with your business clients
How to expand your services by creating other projects through the 80/20 analysis

Course Description

You can increase trust and retention by communicating regularly with your clients and following the 80/20 rule.

Imagine you harvest fruit from an orchard, and you notice that just 20% of the trees produce 80% of the fruit. This surprising result demonstrates unequal distribution, and it likely occurs day after day in your business. When you get 80% of your results from 20% of your customers, that’s the 80 20 Rule in effect. The 80/20 rule helps businesses find areas that have the most impact. This allows those business to focus their efforts and resources on those areas. During the pandemic many business clients have lost their confidence in the future of their business.

You will learn, as part of your business advisory service, how an 80/20 analysis can bring practical solutions to business owners to make informed decisions and gain back their confidence in the success of their business. In this webinar you will also learn :

How to walk your clients through an effective 80/20 analysis
Effective ways of business clients’ customer acquisition and retention strategies
Engaging your client's company’s culture with the 80/20 approach
Growing organizational effectiveness

Webinar Qualifies For

1 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
1 General Credit for Accountant/Bookkeeper/Tax Professionals
1 CE Credit for Certified Wealth Strategist (CWS)
1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)

About Instructor

Sia Kal

Managing Partner, FY USA LLC

Sia is an internationally recognized Business Performance Coach who has been educating thousands of Accounting Firms on how to scale and reach impressive and sustainable results in their business. He has created and delivered hundreds of compelling professional courses and workshops, specifically designed to upgrade the business performance of accounting firms. Sia’s expertise is to enable accounting firms resolve issues that imped their ability to achieve success beyond expectations. His passion is to focus on morality and fair dealing in the business world to cultivate relationships. His key to success has been ‘putting people before profit,’ a strategy that has proven to be profitable.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

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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 through its website: www.NASBARegistry.org.

Ratings and Review

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1 Credit

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Subject Area

Business Mgmnt and Org

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HOW TO PROVIDE AN 80/20 ANALYSIS AS PART OF YOUR ADVISORY SERVICES. “How an 80/20 analysis can shift your clients’ focus from what is lost because of the pandemic to what is possible!”

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Sia Kal

Other Details

Additional Information

1 Hour

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.7

Subject Area

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