How To Sell Premium Advisory Services with Confidence - January 31, 2024

We heard professionals say they want more help to confidently present your advisory services to clients and get paid for your value.

If you're like many firm owners, you're feeling overworked, underpaid, and dread having sales conversations with your clients about your services and your fees. But what if you could systematically increase your revenue by knowing how to confidently present your advisory services, have a premium pricing model where you get PAID FIRST before doing any work...while also charging MUCH higher fees and working with ONLY your ideal, high-value clients?

In this presentation, you’ll get the 5 simple steps smart tax planners use to skyrocket their confidence, charge higher fees, get paid first and up front, and cut their work hours in half!

In this workshop, Michelle Weinstein, the distinguished creator of The Pitch Queen and The Abundant Accountant, will guide you through the process to confidently update your client services with tax advisory and get paid for your value. This session equips you with resources to confidently engage clients in premium packages with your advisory and monthly services.

This is NOT product training, but we will explore how to use Intuit Tax Advisor Reports to communicate the value of your advisory services. The session includes your engagement with dedicated coaches who offer hands-on assistance and direction, to help increase your confidence selling your advisory, bookkeeping and accounting services at a premium.
 

Learning objectives:
By completing this webinar, you will be able to:

• Leverage the 5 steps it takes to create and present your advisory services.
• Define the value of your advisory services.
• Understand the tools available to you to confidently engage with clients and prospects about your services
 
Who should attend?
Anyone who is currently offering or is considering growing your practice with advisory services.

Course Level: Basic 
Course Length:  60 Minutes
Prerequisites:  NONE 
Delivery Method: Group-Live Internet
Field of Study: Business Management & Organization – Non-technical
Recommended CPE: 1
Recommended CE: 0