Speaking

Find The Right Speaker for Your Next Accounting Profession Event!

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Building a Growth Culture Where Everyone Contributes

Learn how to motivate and enable every level of the firm to get involved in growth. We will explore realistic expectations of each level in the firm, when to introduce different business development strategies, how to develop a culture of accountability, and how to make business development a positive experience within the firm. We recommend taking this session after Coaching & Mentoring Strategies to Improve Staff Retention.

Sales Enablement

More and more firms are embracing marketing’s role in firm growth by developing strategic marketing plans and initiatives to grow firm recognition and drive new leads. However, this is only half of the growth equation. Once leads are brought into the firm, individuals need the proper training and resources to be able to convert those leads into new clients - and that is where sales enablement comes into play

The Strategic Approach to Key Client Expansion and Retention

Are you truly acting as an advisor to your top clients? While adding additional services to your existing clients might sound like a business development strategy, it also functions as one of the best ways to retain your top clients and position yourself as their trusted advisor. By taking a strategic approach to understanding your key clients and identifying all possible ways you can serve them, you not only will expand your services but also deepen the level of trust and build stronger relationships with your clients.

Coaching Strategies to Improve Motivation

With turnover and burnout at an all-time high, connecting with what is important to your people is the best way to improve morale and motivation.  Leveraging a coaching model as opposed to traditional management enables you to create a loyal culture in younger staff from day one. This will also include ways to uncover motivators and unique ideas to engage individuals in the firm so that they will feel more loyalty to not just stay at the firm, but also get involved in future success.

Driving Culture Change

Whether you are undertaking a major culture change or simply trying to change minor habits at your firm, a change management strategy is crucial to adoption. Learn strategies to communicate, incentivize, and build excitement and accountability for an internal culture change.

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Our speaking team has decades of experience serving the accounting profession and infectious enthusiasm for growth - the perfect recipe to motivate and inspire your audience.

We dedicate hundreds of hours per year to sharing our experiences with the profession because we are openly committed to accounting marketing and business development.

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