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How To Authentically Attract Ideal Clients that Pay, Stay and Refer in a Scalable Manner

  • Accountant
  • CPA (CA)
  • CMA
  • CPA (US)
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Attracting the right clients for your business isn’t just a good idea - it’s essential for the sustained growth of your business. And while many business owners like to think “everyone” is their target customer, attempting to attract an overly broad group of people is not only a waste of your time, energy, and money, but also dilutes your brand and your business’s core values.

 

With the constant changes in the market, economy, and technology, it is more important now than ever to step back and re-evaluate the holistic approach of your practice’s marketing and sales strategies to attract ideal clients and elevate the relationships.

 

Without an authentic and holistic strategy focused on relationships, marketing can be unpredictable, can push away prospects, and waste a lot of time and money. In many cases, it can be like pouring water into a leaky bucket.

 

So how do you attract your ideal customers?

 

In this CPE course, we will provide you with a proven formula and framework used by firms around the country for attracting and elevating ideal clients, establishing predictable growth while providing a better client experience to cultivate advocates and raving of your business. Following this process will naturally increase retention, reviews, and referrals.

 

Attendees of this CPE course will be guided through a holistic assessment and leave with clear direction and actionable insights to implement that will provide the most impact towards set goals.

Learning Objectives

  • To discuss how to consistently attract and elevate ideal clients with The Growth Triad
  • To analyze how to increase reviews and referrals by leveraging the Client Value Journey Framework
  • To inspect how to increase team efficiency and effectiveness following The Business Growth Cycle
  • To analyze how to save time and maximize profitability with The Profit Growth Formula.

Recommended For

  • This Online CPE webinar is recommended for CPAs, CMAs, CEOs, CFOs, Business Owners, Business Managers, and Other Individuals interested in authentically attracting ideal clients that pay, stay, and refer in a scalable manner.

Who Should Attend?

  • Accountant
  • Accounting and audit managers/practitioners
  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Business Owner
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Staff of Accounting Firm
  • Tax Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Kenny Harper

Founder, Growth Amplifiers

Kenny Harper is a Certified Marketing Advisor & Trainer who specializes in helping accountants and advisors to save time, increase revenue while elevating the value they provide to their customers. Kenny is a marketing expert, an author, a professional speaker who discusses Client Value Journey Optimization. He is host of The Growth Amplifiers Podcast and has been featured in publications, magazines, podcasts and blogs for the accounting industry.

Professional Highlights:

  • Award-Winning Business Growth Coach for B2B Firms
  • Fractional CMO for Accountant and Advisory Practices
  • Certified DigitalMarketer™ Trainer
  • Author & International Professional Speaker on Marketing and Sales

About Company

Growth Amplifiers works with B2B advisors to implement strategies for predictable and profitable growth while saving time and providing an elevated customer experience.

If you’re like most accountants, you’ve got a busy firm with lots of clients who don’t give their accounting professional much thought or value. But you know that you’ve got much more value to offer your clients. The whole reason you became an accountant in the first place was to help businesses grow by maximizing their profit. The clients you serve should see you as a trusted advisor, not just an order-taker.

As your business has grown and your daily list of tasks has increased along with it, it may feel like the impact you’re making is actually shrinking. After all, you are pulled in so many directions both professionally and personally. Maybe your personal and family life has had to take a backseat as you’ve built your business... but it doesn’t have to be that way.

At Growth Amplifiers, we equip you with all the tools, training, and support you’ll need to claim back your time, increase your revenue while providing more value to your clients. Whether that is authentically attracting new ideal advisory clients or increasing the lifetime value of the clients you already have, we make it easy to achieve the possibilities you imagine for yourself.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.3

31 Ratings

Excellent

13

Very Good

15

Average

3

Poor

0

Terrible

0

DA

Darlene Attard, CPA (US)

Feb 11th, 2022

Kenny spoke slowly and with enthusiasm, which helped me to retain and follow what he was sharing. Very valuable!

SB

Steven Blake, CPA (US)

Feb 25th, 2022

This was a very good course.

DB

Dominick Balistreri, CPA (US)

Feb 11th, 2022

na

CL

Colin Lightbody, CPA (CA)

Feb 10th, 2022

Very good presentation

How To Authentically Attract Ideal Clients that Pay, Stay and Refer in a Scalable Manner

FREE

1 Credit

Subject Area

Business Management and Organization

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