Jason On Firms Podcast

390 A New Book with a Fresh Approach To Selling

13 snips
Dec 24, 2024
Discover a fresh perspective on selling in the accounting world with 'The Four Conversations,' offering a structured approach for transforming vendors into trusted experts. Learn effective client engagement strategies that focus on value creation and open communication, essential for successful negotiations. Explore how aligning team selling strategies with outside insights can enhance performance and drive business growth. This insightful discussion provides actionable tips for accountants eager to elevate their sales game!
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ADVICE

Armor-Piercing Outreach

  • Use an "armor-piercing" outreach strategy by focusing on a specific service you excel at, which your client’s current provider likely lacks.
  • This approach makes it easier for high-value clients to work with you without fully replacing their existing provider.
INSIGHT

Higher Quality Clients

  • Clients with existing providers are often higher quality and more loyal.
  • Offering specialized services, even seemingly basic ones, can be your "foot in the door" to gaining these better clients.
ANECDOTE

Brandon Hall's Tax Planning

  • Jason Staats mentions Brandon Hall’s strategy of offering tax planning services, even to non-clients.
  • This exemplifies how specializing in an underserved area can attract clients who already have CPAs.
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