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Free CPE: How To Develop Qualified Prospects For Your Practice

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Event Date: August 20, 2014, 2:30 pm ET

In this session we'll review best practices for how to generate interest in your firm’s services. Topics include:
  • Web Based Marketing Strategies
  • Appointment Setting
  • Networking & Personal Observations

DOWNLOAD THE SLIDE DECK FOR THIS PRESENTATION

Presenter:
Todd Steinberg
VP of Sales
New Clients, Inc.

 

Todd Steinberg offers more than 20 years of experience emphasizing sales, marketing and business development in the industry of marketing accounting services. The scope of Todd’s experience has spanned virtually all aspects of the accounting practice marketing industry. A respected leader in the industry, his experience includes developing new marketing strategies, NCI program sales, integrating financial planning and payroll services into accounting practices, providing sales and marketing support to NCI’s 4,500+ clients, hiring and training of marketing personnel for accounting firms nationwide and speaking at regional and national conferences as an authority on marketing accounting services. His career includes leadership roles such as serving as the National Seminar Director at NCI’s Practice Development Seminar, Director of NCI’s Practice Development Coaching program and Director of Monitoring and Support. He is also responsible for leading NCI’s accounting practice sales division and has been personally involved in the sale of over 125 firms nationwide. Todd is Series 7, 66, Life, Accident & Health Licensed.
 
Program Levelintermediate
Prerequisitesnone
Advance Preparation Needednone
Field of StudyMarketing Professional Services
Delivery MethodGroup-Internet Based
Recommended CPE Credit1 credit per 50-minute session*
Registration Instructionsregister online
Costfree
Complaint Resolutionpublisher@accountingweb.com
Refund policy/Cancellation policyDue to this program being offered free of charge, there will be no refunds issued

 

Sift Media is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

* To obtain CPE credit, the live session must be attended.  THE RECORDING DOES NOT QUALIFY FOR CPE CREDIT.

 


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