Understand their deeper needs and position yourself correctly without being an expert salesperson.
This free 45-minute training will show you exactly how to run your Discovery Meetings, enabling you to bill your clients for your true value.
1 | Discovering clients' needs
Make your free consultation meetings fun and easy to execute, using a Discovery meeting process that allows you to identify your customers' deeper needs.
Will is a huge Lakers fan and lover of technology.
Over the last 10 years, he has helped 1,000+ small firm owners across the country increase their income and build thriving tax consulting practices.
Understand your clients' deeper needs and position yourself correctly without being an expert salesperson.
Wed, Aug 18th
11:00 AM PST
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2:00 PM EST
Copyright 2021 SmartPath.co LLC
Thurs, Aug 19th
11:00 AM EST
8:00 AM PST
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2 | Positioning your business
Educate clients about why your firm is valuable and build a good reputation in your community that drives word of mouth and brings in more customers.
3 | Creating targeted proposals
Deliver proposals that match client needs so that you never have to “hard-sell”, and get clients that stay with you longer.
4 | Bonus!
This free training includes downloadable implementation templates so you can start using everything you learn right away and don’t have to waste any time re-inventing your own solution.
"A client had been emailing random questions. After using the SmartPath training, we're meeting next Tuesday to begin my new process at a 43% increase in her prior tax prep fee.”
"The training helped me to clearly identify how to transition my clients to my new way of doing business so that I already have a warm base to build from. My business can now withstand the inevitable decline of the simple tax preparation practice.”
"I needed some guidance and tools to steer the ship in the direction I wanted to go - SmartPath worked great to help me verbalize and implement my vision for my practice. It was great to use their experience with other firms to refine my vision and really narrow in what I want to do for my clients going forward.”
Co-Founder, SmartPath.co
How do I know this will be worth my time?
This training is packed with actionable guidance and zero fluff. We've helped 1,000+ firms increase their cash flow through better packages. We promise we will get you closer to your goals during this 45 minuts, but you have to there.
Will the session be recorded?
Yes, but you'll get the most benefit from attending at the scheduled time - you'll get access to a swipe file with free downloadable templates and scripts. If you absolutely can't make it, make sure you register. That's the only way to access the recording.
What if I register but can't make it?
We'll be sad you couldn't join us, but we will send you the recorded session after the event is over.
Can I ask questions during the training?
Absolutely! If we can't get to your question during our time, we'll make sure you can contact us after the session. This will NOT be a boring, lame webinar - we're going to move fast and help you learn exactly what you need to do to increase your cash flow for 2021 and beyond.
Reserve your spot today and upgrade your tax consultancy
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