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Phone: (631) 751-6400
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Relationship Building

How to get the type and kind of business you love. Think about those clients you love to see, pay you handsomely and follow your advice as if you were a god. Think about all your clients being in that category. This is our proprietary proven method of converting opportunities created by marketing into strong high realization engagements in which clients are happy to pay you well above "the going rates" and thank you for it. No kidding – this is as true as life itself. Ask our members who have learned how. There exists a very specific method and process that is learnable. It also develops confidence and creates strong communication and consulting skills for any professional. Ask us about:

  • Process - We have developed and refined a unique methodology and process for teaching CPAs how to control the relationship process and approach meetings with clients and prospective clients with tremendous confidence.  Confidence that comes with knowing how to determine if the client is right for you, how to help the client buy the value that you are capable of providing, rather than the hours you spend doing ”work.”

  • Training - Our one day “Relationship Building Workshop” is the precursor to our famous “Relationship Building Boot Camp.”  Members have repeated this powerful program two and three times because of the value they derive from it.

  • Coaching - The Boot Camp, as powerful as it is, teaches a whole new way of relating in a presentation. Because it is the opposite of “selling,” it takes support to internalize it.  Coaching provides a level of comfort as well as exponential acquisition of skills.

  • Field Support - Those who choose, can arrange for a coach to accompany them on prospect and client meetings.  Results are huge.  Ask those members who have experienced it.

  • Changing Relationships with Existing Clients - This can be an incredible source of additional revenue.  Some members have experienced fee increases of several thousand percent and the clients are ecstatic.  Two hundred percent realization rate increases are common, once you have internalized the concepts and process.

  • New Client Acquisition – For members who qualify, we can provide a steady stream of  new clients.


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Last modified: 10/29/07