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Monday, July 17th @ 1:00pm - 3:00pm CT

The Client Advisor Program™ (CAP) kicks off on July 17th!

The CAP is an entirely remote, modular program designed to teach experienced CPAs and consultants advisory skills and strategies to deepen their client relationships, broaden the support they provide clients beyond compliance services and ultimately make a bigger difference in the lives and businesses of their clients.

The program seeks to teach CPAs and consultants how to identify their ideal clients for advisory and coaching services and implement various strategies and frameworks to develop deep rapport with clients, engage in query to uncover needs and to develop, scope, and price solutions, too. CAP participants will partake in six, interactive webinars covering a range of client-centric topics. They will also conduct a monthly KSS on their current responsibilities so they can identify those they should delegate to create capacity to provide advisory services to clients. Doing so elevates the entire team and ensures they are working at their highest and best use. After each webinar, participants will complete specific homework assignments related to the ideas covered and will report back on their outcomes to experienced coaches who will provide them with individual feedback. The result is participants become more indispensable to clients and drive growth with every module mastered.

Each 2-hour interactive webinar is conducted via a videoconference platform that maximizes interactivity with all participants. Class size is managed to enable ample time for sharing and a size conducive to networking with peers from other firms and developing lasting relationships, too.

The cost to participate in the CAP is $2,995 per person, including CPE credit.

Who Should Participate: Experienced managers or partners who directly manage client relationships and have some exposure to sales and business development

Duration: Six interactive webinars over 6-7 months

Class Size: 14 participants

Level: Intermediate

Instructional Delivery Method: Internet Group-Based

CPE Credits: Up to 14.4 credit hours

NASBA Fields of Study: Personal Development and Communications & Marketing, Business Management & Organization

Prerequisites: Experience owning client relationships, some exposure to sales and business development

Advanced Preparation: Advanced prep materials to be sent via email to participants ahead of the first webinar

 Click Here to Register!

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