Propelling Your Practice

This program is an 8-week cutting edge training program for Financial Advisors, CPA’s, Accountants and Financial Professionals looking to grow a highly profitable practice with proven systems for finding, attracting, acquiring and keeping high paying, ideal clients every single month with predictability. Training, Support, Tools and Guidance for CFPs, CPAs, Financial Advisors, Accountants, and Tax Professionals looking to grow their practices. This program is for ambitious practice owners who want to:

• Dramatically grow their income while reducing the time they spend on their businesses

• Add invaluable skill and expertise to their clients’ experience

• Work with clients who value and appreciate your services… clients that take your advice and expertise and in return have amazing results

• Modernize their accounting practice and rise above the over-concentrated market

• Have a radical competitive edge in their field of expertise

• Put their business on the fast track to turning their accounting practice into a money machine

This course is for motivated professionals who love excellence, want to be better in their field, love delivering a high level of service and are looking for abundance in all areas of life.

Module 1: CLARITY

What to expect / Setting Goals / Intro to Mindset/ Audit or Module 1 workbook/ Accountability/ How much time are you wanting to invest/ What is a Virtual CFO/ How to show up as the expert/ How to talk to your clients/ Language of your clients/ Knowing your clients’ heaven and hell/ Language of emotion/ Picking a niche? Do you want to be a Virtual CFO or a Business Consultant/Coach?

Lessons

Welcome + What to Expect Exercise: Audit Exercise: Visualization What Do You Want? How to get the most from the Program Exercise: DarrenDaily
Finding Your Ideal Clients Effective Sales Techniques Building Strong Client Relationships Marketing Your Practice Time Management for Financial Professionals Ethics and Professionalism in Financial Services Scaling Your Practice for Growth