New Clients Now


This high-impact, micro-learning video course will get you the consistent momentum you need to make incremental changes that result in getting more new clients quickly for your accounting firm and accelerate your success in winning top-quality clients. 

This exciting program is comprised of 50 short but meaty episodes that each provide a major tip, technique, template or model for accelerating your accounting firm to attract and win top-quality clients right now.

Using this time-saving learning method you'll acquire a complete business development infrastructure you can build one step at a time, no matter how busy you are. 

Major Subjects Covered

  • How to handle new prospective clients from initial contact, through to the first and second meetings.

  • How to build a new client pipeline, manage and forecast it incorporating an effective referral strategy.

Learning Objectives

  • Know how to stay in control of the process of sale from before the first meeting to client sign-up.

  • Spot buying signals and deal with objections in the first meeting and how to react.

  • Understand the perspective of the client and their needs.

  • Put in place the steps to build, prioritise and manage your pipeline

Martin Bissett

Founder of The Bissett Group

Martin Bissett has worked with over 2,000 accounting firms across 44+ countries since 1998, helping them generate over £500m in recurring fees. As an advisor to accounting firms and FinTech companies at board level, his clients include major names like Intuit, Dext, Xero, IRIS, and ICAEW.

A prolific speaker and author, Martin delivers 10-20 keynotes annually and has written 14 books, including the bestseller Passport to Partnership and Never Mind The Bullets. His work is part of accounting curricula in both the UK and US.

Martin’s career spans the globe, including 23 US states, and his expertise has earned him global recognition. More recently, he has published children’s literature with The Climb and Letting Go, with another release planned for 2025.

Course Content

    1. New Clients Now Episode Guide - Season 1

    1. Episode 1 - P.R.O.G.R.E.S.S.

    2. Episode 2- Dealing with Prospects Who Fail to Sign Up

    3. Review Question #1 (Required for CPE)

    4. Episode 3 - Questions to Winning New Clients

    5. Episode 4 - How to Read the Client

    6. Review Question #2 (Required for CPE)

    7. Episode 5 - The Fastest Way to Kill an Opportunity

    8. Episode 6 - Mindset Curve

    9. Review Question #3 (Required for CPE)

    10. Episode 7 - Be Superior

    11. Episode 8 - Communicating Your Value

    12. Assessment Questions #1 (Required for CPE)

    13. Episode 9 - Pipeline Building

    14. Episode 10 - A.C.C.O.U.N.T.S.

    15. Episode 11 - Many Sources of Rain

    16. Review Question #4 (Required for CPE)

    17. Episode 12 - Sell is a Four-Letter Word

    18. Episode 13 - The Model for Winning New Fees

    19. Episode 14 - Resolving Concerns

    20. Review Question #5 (Required for CPE)

    21. Episode 15 - Cross Supporting

    22. Episode 16 - Creating Effective Referals

    23. Episode 17 - Your Story

    24. Review Question #6

    25. Episode 18 - Proposal Template

    26. Episode 19 - What vs When

    27. Assessment Question #2 (Required for CPE)

    28. Episode 20 - Road Blocks

    29. Episode 21 - A Cancellation Prevention Excerise

    30. Review Question #7 (Required for CPE)

    31. Episode 22 - The Personal Touch

    32. Episode 23 - Doing Your Homework

    33. Episode 24 - It's About Time

    34. Episode 25 - Keeping Up Appearances

    35. Episode 26 - Booking the Next Meeting

    36. Review Question #8 (Required for CPE)

    37. Episode 27 - Setting the Objectives

    38. Episode 28 - Being Upbeat

    39. Episode 29 - The Agenda

    40. Episode 30 - Creating Genuine Empathy

    41. Episode 31 - Key Questions

    42. Review Question #9 (Required for CPE)

    43. Episode 32 - Goals and Challenges

    44. Episode 33 - Agreeing the Way Forward

    45. Episode 34 - Sincere Appreciation

    46. Assessment Questions #3 (Required for CPE)

    47. Episode 35 - Old Technology

    48. Review Question #10 (Required for CPE)

    49. Episode 36 - Lines of Communications

    50. Episode 37 - Briefing the Team

    51. Episode 38 - Scheduling Each Step

    52. Episode 39 - Importance of Rehearsal

    53. Review Question #11 (Required for CPE)

    54. Episode 40 - The Hyper-connected World

    55. Episode 41 - The New Business Model

    56. Episode 42 - The Cloud

    57. Episode 43 - Fee Growth Challenges

    58. Episode 44 - The NOW! Accountant

    59. Review Question #12 (Required for CPE)

    60. Episode 45 - Let's Meet TOM

    61. Episode 46 - The DNA of Marketing in Our Blood

    62. Episode 47 - Understanding TOM

    63. Assessment #4 (Required for CPE)

    64. Episode 48 - TOM's Private Life

    65. Episode 49 - What Accountants Tell Me

    66. Episode 50 - The Water Law

About this course

  • $147.00
  • 67 lessons
  • 4 hours of video content