As the CPA profession continues to evolve – and deal with competitive challenges this tax season – utilizing effective sales techniques along with the latest technology is critical if firms want to maximize financial success in 2020.
The LFE Institute provides extensive Sales Training to CPAs and other financial professionals who Licensetheir Pre-College Planning tools, but LFE is often asked for sales training to help all CPA close more business.
Which is why they have scheduled a unique one-hour CPA Sales Training Event.
Attendees Will Learn
- 5 Critical Marketing Mistakes to Avoid
- 4 Powerful Ways to Use Technology to Generate Income
- Attracting New Corporate Clients: Essential ‘Words’ to Use
- Leverage: Key to Success!
- 6 Referral Sources to Revolutionize Your Practice
- Effective Digital Marketing Tools to Close More Sales
This sales training is on February 13, 2020, 2:00 EST. Pre-Registration is required, and space is limited. Click here to register
This class is designed to help CPAs at all levels master the skills needed increase revenues, but more importantly, stand out in an ever-growing competitive marketplace!
This special one-hour Sales Training Event is already filling, so register today to learn how easy it will be to make 2020 the best year ever!
About this Training:
This class will be taught by Alice Whinnery, a former CPA with PwC, an author, and a national speaker at CPA, Sales & Marketing, and Employee Benefit Conferences. She has helped thousands of financial professionals throughout the U.S. learn simple sales strategies to increase revenues for more than two decades.
About The LFE Institute
The LFE Institute has been a leader in developing unbiased Financial Wellness Education and delivering Sales Training for financial professionals for more than two decades. After selling its generic educational tools, LFE created new digital Pre-College Planning tools to help families save thousands on college, avoid student loan debt, and protecting the retirement assets of families of college-bound students. LFE now works with CPAs, financial advisors, employers, and other Affiliate Partners to make these life-changing tools available to families in communities throughout the U.S.