New Clients Now

CPE Available


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

CPE Details

  • Instructional Delivery Method

    Self-study
    (On-demand video training)

  • Field of Study

    Lead Generation
    for Accounting Practices

  • Program Knowledge Level

    Intermediate
    Level

  • Prerequisites

    None

  • CPE Hours

    4.0

Meet Martin Bissett

Founder of The Bissett Group

Martin Bissett is the founder of the Bissett Group of companies that provide practice and personal growth communities, content, and continuing education exclusively to the accounting and bookkeeping professions worldwide.

Previously he established a high six-figure consulting firm while serving as a keynote speaker with over 100 one-off and repeat engagements to his name, as well as becoming the most published author on his topics of specialism with 11 books including 1 bestseller.

Since 1998, he has played a major part in working with over 1800 accounting firms in over 40 countries. These projects have led to those firms acquiring over £500m of recurring fees before inflationary increases, referrals and upselling are factored in. He stopped keeping track of this number over 5 years ago.

Martin now advises both accounting practitioners and FinTech companies alike, at board level.  

Course curriculum

  • 1

    New Clients Now Learning Objectives

    • CPE Subjects and Learning Objectives

  • 2

    Season 1 Episode Guide

    • New Clients Now Episode Guide - Season 1
  • 3

    Season 1 Episodes

    • Episode 1 - P.R.O.G.R.E.S.S.

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

    • Review Question #1 (Required for CPE)

    • Episode 3 - Questions to Winning New Clients

    • Episode 4 - How to Read the Client

    • Review Question #2 (Required for CPE)

    • Episode 5 - The Fastest Way to Kill an Opportunity

    • Episode 6 - Mindset Curve

    • Review Question #3 (Required for CPE)

    • Episode 7 - Be Superior

    • Episode 8 - Communicating Your Value

    • Assessment Questions #1 (Required for CPE)

    • Episode 9 - Pipeline Building

    • Episode 10 - A.C.C.O.U.N.T.S.

    • Episode 11 - Many Sources of Rain

    • Review Question #4 (Required for CPE)

    • Episode 12 - Sell is a Four-Letter Word

    • Episode 13 - The Model for Winning New Fees

    • Episode 14 - Resolving Concerns

    • Review Question #5 (Required for CPE)

    • Episode 15 - Cross Supporting

    • Episode 16 - Creating Effective Referals

    • Episode 17 - Your Story

    • Review Question #6

    • Episode 18 - Proposal Template

    • Episode 19 - What vs When

    • Assessment Question #2 (Required for CPE)

    • Episode 20 - Road Blocks

    • Episode 21 - A Cancellation Prevention Excerise

    • Review Question #7 (Required for CPE)

    • Episode 22 - The Personal Touch

    • Episode 23 - Doing Your Homework

    • Episode 24 - It's About Time

    • Episode 25 - Keeping Up Appearances

    • Episode 26 - Booking the Next Meeting

    • Review Question #8 (Required for CPE)

    • Episode 27 - Setting the Objectives

    • Episode 28 - Being Upbeat

    • Episode 29 - The Agenda

    • Episode 30 - Creating Genuine Empathy

    • Episode 31 - Key Questions

    • Review Question #9 (Required for CPE)

    • Episode 32 - Goals and Challenges

    • Episode 33 - Agreeing the Way Forward

    • Episode 34 - Sincere Appreciation

    • Assessment Questions #3 (Required for CPE)

    • Episode 35 - Old Technology

    • Review Question #10 (Required for CPE)

    • Episode 36 - Lines of Communications

    • Episode 37 - Briefing the Team

    • Episode 38 - Scheduling Each Step

    • Episode 39 - Importance of Rehearsal

    • Review Question #11 (Required for CPE)

    • Episode 40 - The Hyper-connected World

    • Episode 41 - The New Business Model

    • Episode 42 - The Cloud

    • Episode 43 - Fee Growth Challenges

    • Episode 44 - The NOW! Accountant

    • Review Question #12 (Required for CPE)

    • Episode 45 - Let's Meet TOM

    • Episode 46 - The DNA of Marketing in Our Blood

    • Episode 47 - Understanding TOM

    • Assessment #4 (Required for CPE)

    • Episode 48 - TOM's Private Life

    • Episode 49 - What Accountants Tell Me

    • Episode 50 - The Water Law

New Clients Now

Create momentum to win high grade clients

Buy Now $147