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, 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 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 webinar'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 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
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 for more information regarding our refund, complaint and program cancellation policies and/or please contact us.