CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
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Webcast

Making Rain – Improving Success with Retaining Clients and Attracting Prospects

Individual
Teams

$98.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

2 Credits: Personal Development
Course Level
Intermediate
Format
Webcast

Course Description

It costs more money to develop a new client than to simply retain an existing one.  While a CPA firm with longevity needs to continuously develop new business to replace departing clients, a proper balance of marketing efforts should be divided between existing clients and prospects.  This module provides tips and techniques for ensuring that your firm has the capacity to grow and expand its book of business in a healthy way.

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Learning Objectives

Upon completion of this course, participants will be able to:

  • Recall the importance of continuously marketing to retain existing clients
  • Describe best practices for developing opportunities to engage with prospective clients
  • Explain what differentiates your firm and its services from the competition in a way that is easily communicated and understood
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Course Specifics

Course ID
WC1625417579
Revision Date
February 11, 2025
Prerequisites

Expeirence in public accounting

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Jennifer F. Louis, CPA

Jennifer F. Louis, CPA has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization’s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President/Director of …

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