DCPA2501. Sealing the Deal: Strategies for Positioning and Selling Client Advisory Services in a Competitive Market

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Learn how to effectively position and sell your client advisory services (CAS) to attract new clients and drive business growth. This session will provide you with proven strategies, techniques, and tools to differentiate your offerings, communicate value, and close deals in a competitive market.

Learning Objectives:

  • Analyze proven best practices presented by CAS experts on how to grow your CAS practice.
  • Differentiate CAS service offerings that could be used in your firm to help your clients.
  • Identify areas within your firm that can provide next-level value to your existing and new clients, including how to fine-tune your technology to optimize financial operations.
  • Determine ways to stand out from competitors to close deals and build valuable, long-term client relationships.

Speakers

Image of Nicole Ksiazek

Nicole Ksiazek

Director, SIAP Strategy and Sales
Sage
Image of Ashley Doyen

Ashley Doyen

Manager, CAS Firm Strategy
CPA.com
Image of Robert Henderson

Robert Henderson

Mr.
Partner-in-Charge
Windes