In this course, small firms will learn what it takes to compete in the market and grow a profitable practice. Understanding what value an individual and firm bring to their clients is the first step in developing a marketing strategy.

From there, tailoring all of your messaging to speak directly to your ideal client and articulate your value in products and services is important to grow a healthy and profitable practice.

Course Key Concepts: Marketing, Client Service, Leadership, Practice Growth.

Learning Objectives
  • Discover and define value in small firms and individually.
  • Recognize and determine your ideal client.
  • Explore and align your services with the needs of your ideal client.
  • Identify and list 3 foundations of client service.
  • Identify and list 3 ways you can promote good client service.
Last updated/reviewed: March 14, 2024
10 Reviews (48 ratings)

Reviews

4
Anonymous Author
Introduced some new concepts around client personas that will be helpful.
3
Member's Profile
I felt the information was too general. Did not learn anything I have not heard previously. The course is mainly targeted to accountants who have their own practice or plan to build one.
4
Anonymous Author
Interesting points and a good refresher that we should continuously strive to connect with ideal clients and deliver above and beyond. Rings very true based on my experience.
5
Member's Profile
Instructor was engaging and brought value. Topic was relative to audience and provided actionable steps that could be taken.
5
Member's Profile
I do not have any comments on this course. I do not have any comments on this course.
1
Anonymous Author
It was interesting, but the answers to the questions are not clear from the lecture
5
Member's Profile
Great Presentation. She speaks to us like we should to our customers and staff
5
Member's Profile
very good course. the examples from the real world were helpful and insightful
5
Anonymous Author
Best Course I have taken on this platform for those who own or lead a Firm.
5
Anonymous Author
Really interesting course and I feel like this can apply to any business
Prerequisites
Course Complexity: Foundational

No advanced preparation or prerequisites are required for this course.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Marketing Strategies for Small Firm Success3:11
  Cutting Through the Noise9:01
  Value and Differentiation11:06
  Determining Your Ideal Client5:31
  Client Personas6:58
  Service Alignment4:32
  Importance of Client Service3:31
  Delivering Client Services4:48
  Promoting Client Service3:35
  Putting it All Together4:14
CONTINUOUS PLAY
  Marketing Strategies for Small Firm Success56:26
SUPPORTING MATERIAL
  Slides: Marketing Strategies for Small Firm SuccessPDF
  Marketing Strategies for Small Firm Success Glossary/ IndexPDF
  Workbook: Marketing Strategies for Small Firm SuccessPDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam