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Making Rain: Strategies for Client Service, Selling and Negotiating

Author/Moderator: Jennifer Louis
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Rainmaker—the Bloomberg Financial Glossary defines a rainmaker as a valuable employee, manager or subcontracted person who brings new business to a company. The success of any firm relies heavily on the ability of its professionals to retain and expand services to an existing client service base, while building a tremendous referral network to attract quality new clients. This course will help you obtain the skills necessary to attract and retain quality clients for your firm.

Objectives:

      • This course will help you obtain the skills necessary to attract and retain quality clients for your firm

Major Topics:

      • Master best practices for building loyalty within existing client relationships
      • Analyze how proven selling techniques apply to the professional services firm
      • Understand your clients' perceptions and buying motives
      • Learn how to cross-sell services within your existing client base
      • Identify ways to communicate your firm's marketing advantage
      • Practice effective negotiating techniques
      • Discover how to build a more profitable business network with key prospects
Prerequisite: Management experience

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Developed and offered by the Business Learning Institute.
Register for this course on the CPA2Biz/State CPA Society website. Note that your AICPA/CPA2Biz username will not be recognized on this website. Should you have questions, please contact LearnLive Customer Support directly at support@learnlive.com, or call 1-206-812-4700, Monday - Friday, 8AM - 8PM Eastern Time.

BLI CPEThe Business Learning Institute, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

 

 

 

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Videocourse Details

NASBA Field of Study: Marketing
Level: Intermediate
Recommended CPE Credit: 2
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