* The Succession Institute, LLC is not a CPA Firm

Managing Your Business Development Efforts

Posted: October 18, 2018 at 10:32 pm   /   by   /   comments (0)

Managing Your Business Development Efforts Handout.PDF <Handout is password protected: Opens with the password for the video (case sensitive – same as for the live show)>

Description: Even if you have all the clients you need, are they all the most desirable clients you could have? Even if you don’t want to really grow your practice very much, what will you do about replacing client attrition due to death, transfer/moving, merger and sale? No matter what the economy is like, you should be developing business on a consistent basis.

This video will provide you with some practical activities that CPAs can begin to use right away to improve their business development and marketing efforts.

Content:

  • Recognize how to improve a CPA firm’s business development (BD) efforts
  • Identify practical activities that busy CPAs can begin to use right away in their BD and marketing efforts

A complete list of our full length videos is available on our Webcast Video Index page.
Contact us
to purchase the password to access this video.