Developing Business in the New Marketplace

Business development is becoming more and more challenging, especially in the accounting sector where time is short and competitors are abundant. In this webinar, David Ackert, President of Ackert Inc., and Julie McPherson, Vice President of Training at The Rainmaker Companies, will help show you why generating new clients can be manageable, efficient, and trackable with the help of sales frameworks and modern technologies.

Learning objectives include: 

  • Discover how to assess and optimize your referral network 
  • Understand how to navigate the 5 distinct stages of a sales conversation 
  • Learn the best practices most favored by accounting firms for overcoming BD challenges 
  • Hear about the findings of the latest industry study on CRM platforms and how they are being used at accounting
    firms to drive business development objectives