Sitting by the phone aggressively waiting for it to ring is not a viable business development strategy.
You’re busy—we get that. And with everything your professional staff has on their plates, it can be difficult for them to carve out the necessary time for both business development and the nurturing of key business relationships. That’s why we developed “The Business Relationship Master Class.”
Our full-day workshop focuses on a self-perpetuating business development culture—one based on relationships, not selling—that will help your firm’s professionals better compete in your market space.
The Business Relationship Master Class workshop is structured to help your firm’s professional staff build extraordinary relationships by learning how to apply 20 relationship-building strategies for winning new business.
When successfully executed, these strategies will help your firm’s professional staff:
Is business development a growing concern at your firm?
Think for a moment…when your organizational rainmakers retire, how many of your next generation of professional staff are equipped to act in ways that promote growth and prosperity? Do they have the expertise, interest and passion to generate enough new business to feed the business? Can your business survive if they don’t?
As a marketing agency within a CPA and business advisory firm, we understand just how challenging it can be to get that first meeting with a great prospect. And once you are successful in obtaining that meeting—what comes next? How do you keep building on the relationship to convert your lead into a client?
Your conversion rate will depend on the ability of your professional staff to successfully conduct the introductory meeting process, prepare an outstanding proposal, follow up on the proposal and close the deal.
The objective of our Business Development Training Workshop is to train CPA and business advisory professionals to successfully manage the entire lead conversion process by:
As part of our training, we will provide instructional strategies and tactics, and share the best questions to ask prospects.
The key to the workshop’s success is the opportunity for your professionals to immediately put these best practices to work—attendees will pair off and practice what they learn through the role-playing exercises we provide.
When your CPAs and business advisors achieve a greater comfort level with the entire lead conversion process through role-playing what they learn in our workshop, they will be better prepared to:
Want to learn more about building a strong business development culture within your firm? Contact Jonathan Ebenstein at 440-459-5965.
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Marcum Strategic Marketing
6685 Beta Drive
Cleveland, OH 44143
440.459.5700
Marcum Group provides a comprehensive range of professional services spanning accounting and advisory, technology solutions, wealth management and executive & professional recruiting.
Marcum LLP is a national accounting and advisory services firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals achieve their goals.
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