Making Rain - Improving Success with Retaining Clients and Attracting Prospects

Continuing Education Credits
Click or touch a Credit for more information
CPA
2.0 CPE
CPD-IES8
2.0 Hours
CMA
2.0 CPE
CFE
2.0 CPE
CIA
2.0 CPE
CRMA
2.0 CPE

Certified Public Accountant

Continuing Education Credit:
2.0 CPE Credit
Field of Study:
Communications & Marketing
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Illumeo is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

NASBA Sponsor Number: 109504
State of New York Sponsor Number: 002746
State of Texas Sponsor Number: 009890
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
More information about CPA CPE Credits
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Chartered Accountant (IES8 CPD)

Continuing Education Credit:
2.0 Hour
Field of Study:
Communications & Marketing
CPE Delivery Method:
Self-Study
Program Location:
Online
Your specific provider of Continuing Professional Development accreditation has final authority on the acceptance of individual courses for CPD-IES8 credit.
More information about CPD-IES8 Hours
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Certified Management Accountant

Continuing Education Credit:
2.0 CPE Credit
Field of Study:
Communications & Marketing
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
More information about CMA CPE Credits
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Certified Fraud Examiner

Continuing Education Credit:
2.0 CPE Credit
Field of Study:
Communications & Marketing
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
More information about CFE CPE Credits
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Certified Internal Auditor

Continuing Education Credit:
2.0 CPE Credit
Field of Study:
Management and communication (oral and written)
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Internal Auditor (CIA) CPE program.
More information about CIA CPE Credits
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Certification in Risk Management Assurance

Continuing Education Credit:
2.0 CPE Credit
Field of Study:
Other activities contributing to professional competence
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
Registry of CPE Providers Seal

Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Risk Management Assurance (CRMA) CPE program.
More information about CRMA CPE Credits
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Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  Learning Objectives for Making Rain - Improving Success with Retaining Clients and Attracting Prospects0:38
  Varying Levels of Client Service11:15
  Varying Levels of Client Service Cont'd12:56
  Building Trust with Clients12:48
  Define What you Want9:38
  Continued Marketing to Current Clients9:42
  Satisfying Buying Motives8:49
  Differentiating your Firm8:44
  Marketing to Prospects13:04
  Handling Objections4:30
SOME TIPS AND KEYS
  Tips for Value Pricing9:15
  Tips for Negotiating and Closing5:02
  Key Points for Getting Started2:32
CONTINUOUS PLAY
  Making Rain - Improving Success with Retaining Clients and Attracting Prospects1:48:53
SUPPORTING MATERIAL
  Slides: Making Rain - Improving Success with Retaining Clients and Attracting ProspectsPDF
  Making Rain - Improving Success with Retaining Clients and Attracting Prospects Glossary/ IndexPDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam