Client Advisor Program™ (CAP)
In this dynamic and uncertain market, clients require a different level of service to support their business continuity and financial well-being. Their needs demand more than our compliance deliverables, providing information and guidance to help them make swift decisions as they manage cash, pivot their business models, and navigate staffing, technology and other infrastructure changes. To make the shift to a truly strategic client advisor, you’ll have to shed old ideas and habits and develop both your advisory skills and an advisory approach to engagements.
The ConvergenceCoaching Client Advisor Program™ (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, web-based video roundtables covering a range of client-centric topics. After each roundtable, 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 feedback. The result is participants become more indispensable to clients and drive growth with every module mastered.
Each 2-hour Roundtable 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 program’s six modules and associated outcomes are outlined in our overview. The cost to participate in the CAP is $2,995 per person, including CPE credit.
To view the full description of each roundtable’s content, click here.
For questions or more information, contact us for a copy of the CAP FAQ’s or to schedule a call with one of our team members.
Reserve your seat today and become a more transformative advisor and coach to your clients!
Who Should Participate: Experienced managers and above with experience owning client relationships and some exposure to personal marketing and business development
Duration: Six remote roundtables over 4 months
Class Size: 14 participants
Instructional Delivery Method: REMOTE
CPE Credits: Up to 14.4 credit hours
NASBA Fields of Study: Personal Development and Communications & Marketing
Prerequisites: Experience owning client relationships, some exposure to personal marketing and business development
Advanced Preparation: Advanced prep materials to be sent via email to participants ahead of the first roundtable
Click here for more information regarding our refund, complaint and program cancellation policies and/or please contact us.