It costs more money to develop a new client than to simply retain an existing one. While a CPA firm with longevity needs to continuously develop new business to replace departing clients, a proper balance of marketing efforts should be divided between existing clients and prospects. This module provides tips and techniques for ensuring that your firm has the capacity to grow and expand its book of business in a healthy way.
Learning Objectives
Upon completion of this course, participants will be able to:
Recall the importance of continuously marketing to retain existing clients
Describe best practices for developing opportunities to engage with prospective clients
Explain what differentiates your firm and its services from the competition in a way that is easily communicated and understood
