Sometimes firms with great potential fail. They fail because they are unable to communicate to their ideal clients that they are the best fit. And a "best-fit" is not just that a client is ready, willing, and able to engage with a firm but goes beyond. They are a client that is best served by a firm's expertise, specialty, or volume. Ultimately, the benefit to the firm and the client are substantial when you unlock the demographics and needs that make that client a "best fit" for your firm.
This session will help identify the services offered by Intuit and the clients that most benefit from the expertise that you provide. In doing so, our goal is to help you attract those ideal clients to your firm, powering prosperity for all involved!
This session is not currently eligible for CPE/CE credit.
LEARNING OBJECTIVES: By completing this webinar, you will be able to:
Identify the Intuit solutions available to you and the benefits they provide your clients
Spot common trends among current and potential clients that help identify the best-fit service(s) for them
Utilize marketing resources to improve reach and benefit to your firm
WHO SHOULD ATTEND? Firms looking to grow or better curate their client list
Course Level: Basic Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: NA Recommended CPE: 0 Recommended CE: 0