The Modern CPA Success Show cover image

The Modern CPA Success Show

Cultivating a Sales Mindset with Mike Meilinger

Jul 24, 2023
Sales mindset expert Mike Meilinger talks about the importance of client care and communication. Topics include client retention, referrals, the sales process, building confidence, flexibility in client projects, and taking control and building confidence.
48:11

Episode guests

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Quick takeaways

  • Building strong relationships with clients is essential for growth.
  • Creating a strong brand promise and defining clear service packages can differentiate accounting firms from their competitors.

Deep dives

The Importance of Building Relationships

Building strong relationships with clients is essential for growth. By focusing on keeping good clients and reducing client turnover, firms can experience significant growth. Through strategic client selection and asking powerful questions, firms can identify high-value clients and generate referrals. Building trust and delivering value are key factors in maintaining client relationships.

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