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Key Steps for Building an Advisory Practice

KEY STEPS FOR BUILDING AN ADVISORY PRACTICE

This course is designed specifically for firms owners or those actively looking to grow their practice.
Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 24, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

If you are ready to learn what is holding you back from transitioning from compliance work into advisory services, this is for you. This course will explore the #1 (and #2 and #3) reasons that accountants fail when trying to build a practice on advisory services and most importantly how to fix the problems.  
 
Learning Objectives:


  • Determine the #1 reason accountants fail building an advisory practice

  • Define the foundation of an advisory practice and how to implement

  • Explore how to find advisory opportunities

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Ty is a CPA with almost 20 years of experience in both public accounting and sales. Ty worked as an accountant at firms ranging from small to large before moving into the accounting technology sector, successfully building sales training programs for Wolters Kluwer and Bloomberg BNA. Working in different areas of the accounting industry, Ty recognized that sales and business development skills are a necessary part of the job of a CPA and the most underserved in terms of skill development and training. Ty’s passion is to provide the tools essential for accountants to be successful and enjoy business development. Ty has a Bachelor’s degree in Accountancy from Transylvania University in Lexington, KY.

About Our Presenter

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We recognize that sales can be intimidating, whether that means selling services or those of your firm, but this business development is necessary to progress in your career in this industry. With the proper training and framework in place, becoming a “sales person” is actually very simple. That is what the Sales Seed is all about.