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Marketing Your Reimagined Firm: How to Sell Clients on Your New Value

MARKETING YOUR REIMAGINED FIRM: HOW TO SELL CLIENTS ON YOUR NEW VALUE

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 22, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Unprecedented revenue opportunities have come to the accounting marketplace—but many firms struggle to understand how to market themselves to compete for and leverage these opportunities. In this session, Dr. Lee Frederiksen will walk you through how to position and present your new value and overcome some of the marketing challenges that arise at different stages of the sales and marketing funnel. Using the case study of Klein, Rowe & Co., he’ll share common marketing mistakes accounting firms should avoid and share the top techniques adopted by high-growth firms.

Learning Objectives:


  • List ways that marketing to professional services buyers has changed based on new expectations and research (There are new revenue opportunities out there)

  • Recall the heightened need for marketing: strategy, processes, resources, and technology

  • Identify how to develop a strategic and tactical framework to confidently position and sell your new value

  • Identify which techniques and technologies are most effective for different marketing challenges


As part of our Bill.com Automating Success webinar series, this webinar will also highlight and help identify key issues and fixes in our fictional case study. Read more on Klein, Rowe & Co today.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Lee Frederiksen is a rare combination of businessman and research scientist. An award-winning marketer, Visible Expert®, and business strategist, he draws on his Ph.D. in behavioral psychology and his own deep experience as CEO and entrepreneur to help firms achieve high growth and high profitability.The author of six acclaimed books on marketing and business and the Managing Partner of Hinge, a marketing firm for the professional services industry, Lee can be found serving up wisdom in his humorous, straightforward style at speaking engagements around the country.

About Our Sponsor

Billcom
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California.