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Aflogo
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Billcom
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Free cpe webinars
Creating a Growth Strategy for Your CAS Practice

CREATING A GROWTH STRATEGY FOR YOUR CAS PRACTICE

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 17, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

For many firms large and small, Client Advisory Services (CAS) represent a significant opportunity for growth. Your firm’s CAS strategy is the blueprint for your long-term vision and your near-term success. Often, firm strategy is “set and forget,” or it quickly becomes irrelevant due to changing marketing conditions. However, there’s a better way than the traditional approaches of the past.

This masterclass will help newer firms identify and take the necessary steps to create an optimized strategy for their CAS practice. This is an excellent refresher for firms with established CAS practices and provides robust new strategies for enhanced growth and stability.

Learning Objectives:


  • Recognize why the old ways of setting strategy don’t work, and determine the new mindsets your firm requires

  • Identify the key areas of CAS strategy to consider, and specific methods within each for your new or established practice

  • Summarize best practices for monitoring strategy and making course corrections as necessary

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Amy Franko

Amy Franko Associates
CEO | LinkedIn Top Sales Voice
[email protected]

Aflogo

Named to LinkedIn’s Top Sales Voices, Amy Franko is a sought-after sales and leadership keynote speaker. With her unique blend of current research, fresh insights, and real-world examples, she has worked with some of the world’s most-recognized brands. With over 20 years of client-facing sales experience, Amy’s sales career includes IBM and Lenovo’s global companies before pivoting into entrepreneurship. Her book, The Modern Seller, is an Amazon bestseller, and Top Sales World recognizes her as one of the top 50 sales bloggers and keynote speakers in the world. Learn more and download a free chapter of The Modern Seller at amyfranko.com.


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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.