Ever feel a connection to a potential client only to never hear from them again? Then you’re left to wonder why.

Like many accounting professionals, you love what you do, but you’re uneasy during consultations. Your training prepared you to do the work but not to master client consultations. So, you mistakenly talk too much or overlook critical questions.

Rather than pitch your services, discover how trusted advisors ask great questions. It’s often the missing piece to growing your accounting practice, especially if you don’t like the sales part. Follow this proven formula, which has your ideal client ask how they can work with you.

Trusted advisors approach initial consultations differently than traditional firms. Rather than compete on price, they communicate value. Give potential clients what they need to eagerly say “YES” on the spot.

Learning Objectives: 

• Identify the #1 tip to enroll ideal clients with grace and ease


• List three specific questions trusted advisors need to ask


• Determine five steps to confidently handle objections while maintaining the connection