Gain Quality Clients Without Selling or Negotiating
You’ve likely experienced the frustration of investing time in free consultations, only to hear, “Can I get a discount?” or see potential clients vanish without a response. Sometimes it seems as though those who truly need your expertise hesitate, while others undervalue your work.
In this session, we’ll help you shift from uncomfortable, transactional consultations to engaging, value-driven conversations that attract quality clients. You’ll learn how to confidently communicate the full value of your work so you no longer need to compete on price or offer discounts.
By the end of the session, you’ll have a clear strategy to turn your consultations into opportunities for meaningful, long-term relationships.
Objectives
Upon completion of this session, you will be able to:
- Enroll high-quality clients without relying on a sales pitch
- Avoid the five most common mistakes made during initial consultations to ensure successful client engagements
- Understand the three key consultation questions that clearly communicate your firm’s value
- Confidently address objections and maintain your fees while engaging premium clients
CPE
| Governing body | CPE credits | Designation | Field of study |
|---|---|---|---|
| IRS | 0 | AFSP | N/A |
| IRS | 0 | EA | N/A |
| NASBA | 1 | CPA | Communications & Marketing |
| CTEC | 0 | CRTP | N/A |
| CFP Board | 0 | CFP® | N/A |
Details
Duration: 50 minutes
Course level: Overview
Prerequisite: None
Advanced preparation: None
Delivery method: Group Live