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The Secrets of Client Attraction: 5 Steps to High-Quality Conversations


This session is for small-sized CPA firms. The strategy level content is NOT suitable for non-owners/managers, firms without business clients, or anyone in non-CPA firms. Please ONLY register if you are an owner in a CPA firm with business clients.
Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 21, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Who should attend?CPA - small firm
Course Description

A steady and consistent client flow is more important than ever as practitioners continue to rebuild and establish new ways to serve their clientele. Many accountants are suffering from a lack of client flow and desperately seeking answers for how they can break through the economic challenges and bounce back with record-breaking monthly profits and new clients.

In this webinar, I’ll be pulling back the curtain and revealing exactly how to transform your practice marketing methods into a reliable, predictable SYSTEM that delivers quality clients to your doorstep day in, day out, regardless of whether the economy was booming, busting, or anything in between.

Learning Objectives:

  • Design a unique and powerful system that will quickly and easily convert MORE prospects into clients, even in uncertain times

  • Determine how to build a personal connection with your prospect under any circumstance so that they feel the need and urgency to work with your firm

  • Identify a proven client-conversion system that will build your confidence and help overcome the fear of meeting prospects

  • Assemble an auto-lead-generating marketing system that will consistently bring in 2-3 new quality clients per month

  • Recognize how to build authority and command higher fees as the “Top CPA” in your marketplace—without having to explain your fee structure


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Salim Omar transformed a struggling practice he started in 1996 with low-paying clients, poor cash flow, and high turnover, into a highly profitable firm with a top-quality team that allows him to work just a few days in a week while his practice continues to grow.

He is the author of the popular book, The Ultimate CPA Practice in the New Economy. In addition, he has been featured in various prestigious publications, such as the CPA Journal and Accounting Today.

About Our Presenter

The premiere marketing and practice management company serving over 8,000 CPAs all over the world.

Salim Omar is a best selling author, thought leader and mentor for CPA firms. He is considered by many as THE “CPA Practice Coach” because he owns and runs a CPA practice so he understands what it takes to create and sustain a successful firm.