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Free cpe webinars
The Cherished Advisor®: The Simple Sales Process 

THE CHERISHED ADVISOR®: THE SIMPLE SALES PROCESS

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 11, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Are you unable to keep up with your client advisory leads, or where you are in the sales process with potential or current clients? Many of us begin selling to prospective clients organically without a foundation to create a long-term advisory relationship and ensure we bring the right clients to our practice. The success of a new advisory client relationship starts from the discovery phase through onboarding.

In reality, the sales process never ends -- it is an ongoing relationship that you grow over time to create a long-lasting, prosperous client relationship. Breaking down your sales process and setting up the proper foundation can not only help you work with the clients you want, but it can also help you avoid taking on clients that are not a good fit. In addition, by setting up the right level of automation and back-end processes, you can generate more revenue with the clients you already know and love before bringing on new clients.
 
Learning Objectives:


  • Evaluate and understand the collaborative selling model to create value for your potential clients and set yourself up for a successful long-term business relationship

  • List and apply the five-step Simple Sales Process so that you have a framework to create a sales strategy of your own from the Discovery to the Deepening Existing Client Relationships phase

  • Identify and develop a discovery process to truly get to know a potential prospect not only to allow them to learn more about you but also to equally assess whether they are a good fit for your practice

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Amyvetterbiz

Amy Vetter, CPA, CGMA, RYT500, CSP (Certified Speaking Professional), is a dynamic keynote speaker and CEO of The B³ Method Institute who transforms how organizations measure and achieve success. As one of only 12% of professional speakers worldwide to earn the CSP designation, Amy brings a unique blend of C-level business acumen and mindful leadership expertise to every stage.


Winner of the TEDx Talk Audience Choice Award for "Disconnect to Connect: The Path to Work-Life Harmony," Amy captivates audiences by demonstrating how The B³ Method® and Fulfillment ROI create sustainable success by integrating well-being with business strategy. Her professional journey as a CPA, coupled with her training as a certified health and life coach, gives her a distinctive perspective on creating purpose-driven organizations. Her most requested keynotes address critical challenges through topics including Business, Balance & Bliss, Connected Leadership, and Workplace Wellness.


Named one of the Top 25 Most Powerful Women in Accounting and a Top 100 Most Influential Person in Accounting multiple times, Amy is also the author of "Disconnect to Connect" and host of the Breaking Beliefs podcast. Her practical, engaging presentation style makes her a sought-after speaker for organizations looking to transform their approach to leadership, culture, and sustainable success.



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Amyvetterbiz

He began his career as a public practicing CPA. He eventually embraced his passion for technology and merged it with his experiences in public accounting and transitioned to the IT Director of a multi-office regional CPA firm in the Baltimore, MD area. Learning from the challenges of maintaining the technology for a firm, Byron established Simplified Innovations Inc, a subscription-based IT Dept focused on servicing the needs of CPA Firms, which he successfully exited after 8 years. Later, Byron joined the accounting automation startup Botkeeper and led the build of the post-sales teams from Series A to Series C and ultimately functioned as General Manager/Integrator. Now as the VP, Client Success at The B3 Method Institute, he helps organizational leaders to find their Business, Balance & Bliss while designing the accounting practice they desire that they can build and scale. Byron lives on a small horse farm in Maryland with his future wife, Nikki, and a gaggle of animals, including his dog Trinity. His extremely proud of his accomplished daughters, one a civil engineer and the other a student-athlete at the University of Pittsburgh where Byron regularly cheers on the Women's Lacrosse team, #H2P!

About Our Presenter

Amyvetterbiz

Amy is an accomplished entrepreneur, business executive, CPA, national speaker, and yoga practitioner. She is also the author of the book, Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life. In her book, Amy has created a methodology, backed by scientific research, on how to live a more authentic life and achieve work-life harmony based on the unique combination of her business and life experiences. Her second book, Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, is a step by step book for accounting and bookkeeping professionals wanting to transform their services by taking advantage of emerging technologies. Amy’s latest work, Disconnect to Connect; Tap into the Power Within You to Achieve the Life You Desire, is an instant Amazon Bestseller that teaches you the tools and research to break the cycle of negative generational patterns that create unwanted outcomes in our present lives.