Webinar: Marketing Your Reimagined Firm - How to Sell Clients on Your New Value

July 13, 2020

MARKETING YOUR REIMAGINED FIRM: HOW TO SELL CLIENTS ON YOUR NEW VALUE from CPAacademy.org on Vimeo.

Title: Marketing Your Reimagined Firm: How to Sell Clients on Your New Value

Date/Time: October 22 | 11:00 am PST

Speaker: Lee Frederiksen, Ph.D., Managing Partner at Hinge Marketing

Description: Unprecedented revenue opportunities have come to the accounting marketplace—but many firms are struggling to understand how to market themselves to compete for and leverage these opportunities. In the session, Dr. Lee Frederiksen will walk you through how to position and present your new value and how to overcome some of the marketing challenges that arise at different stages of the sales and marketing funnel. Using the case story of Klein, Rowe & Co., he’ll share common marketing mistakes accounting firms should avoid and share the top techniques adopted by high-growth firms. 

Objectives:

  • See how marketing to professional services buyers has changed based on new expectations and research. There are new revenue opportunities out there.
  • Understand the heightened need for marketing: strategy, processes, resources, and technology
  • Learn how to develop a strategic and tactical framework to confidently position and sell your new value
  • Identify which techniques and technology are most effective for different marketing challenges

As part of our Bill.com Automating Success webinar series, this webinar will also highlight and help identify key issues and fixes in our fictional case study. Read more on Klein, Rowe & Co today.


About Lee Frederiksen, Ph.D.;  Lee Frederiksen Ph.D. is the Managing Partner at Hinge. Lee is a former researcher and tenured professor at Virginia Tech, where he became a national authority on organizational behavior management and marketing. He left academia to start up and run three high-growth companies, and at Hinge, he leads the research team where we conduct studies of professional services firms and provide research and strategy for clients. And just recently, Lee was named one of Accounting Today’s top 100 influencers in the accounting and financial services industry.

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