Create
Profitable Alliances with CPAs
Six Audio Tape Learning System
In
Create Profitable Strategic Alliances with CPAs, Steve Moeller
shows you how to use proven, step-by-step strategies for building
profitable strategic alliances with CPAs and other important centers
of influence.
- Identify the
most profitable CPAs in your community
- Understand
what motivates CPAs to refer clients to you
- Position yourself
as a problem solver for CPAs and their clients
- Identify and
eliminate CPA's biggest concerns about referring clients
- Use a 12-step
strategy to create win-win relationships with CPAs
- Generate new
clients for yourself and your CPAs
- Includes sample
scripts, letters, and a Marketing Action Plan in hard copy and on
diskette
Create Strategic
Alliances with CPAs is a turnkey marketing system complete with
audio tapes, detailed scripts, checklists, and ready-to-customize
forms, letters, and marketing action plan. Here's a session-by-session
overview:
- Overview of
the Strategic Alliance Process, Benefits of Working with CPAs, Marketing
vs. Selling, Moeller's Golden Rule of Marketing, Four Strategic
Steps, Targeting Your Prospects, Profile of Ideal CPA Firm
- Targeting,
Researching, and Positioning for Success, Research to Identify Opportunities,
How to Be Seen as a Problem Solver, Why CPAs Won't Work with You,
Offering Marketing Help to the CPA, CPA Industry Issues and Challenges,
Position Yourself as an Expert
- Beginning the
12-Step Process to Communicate Your Message, Setting Up the First
Meeting, The 12-Step Process, Prioritizing Opportunities, Discovering
Specific Opportunities, Get the CPA on Your Team
- Developing
Your Presentation, Meet to Clarify Interests, Developing Your Presentation,
Strategic Alliance Discussion Points, Presenting Your Proposal,
Reducing Concerns Over Liability
- Building the
Long-Term Relationship, Taking the CPA for a Test Drive, Developing
Your Presentation, Working with the CPAs Clients, Using the Marketing
Action Plan, Implementing Solutions to Client Problems, Building
the Long Term Relationship
Creating
Strategic Alliances with CPAs Workbook
Provides a detailed 12-step strategy complete with scripts, sample
letters, and handouts to use every step of the way. Also includes
a diskette filled with these documents for easy editing and customization.
Strategic
Alliance Marketing Action Plan
A comprehensive sample proposal developed to solidify a long-term
relationship with key strategic alliances. Also included on diskette
© 2001
- 2005 American Business
Visions, LLC. All Rights Reserved.
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