Session 1
Social Media - Building Your Buzz
There are only three things you need to know about social media:
- You had better get on board
- Your firm had better get on board
- Your clients are already on board
Find out what all the buzz is about and what you can do to build your buzz so you can stay “top of mind” with your clients and prospects even during tax season.
Hosted by Geni Whitehouse, Countess of Communication
Session 2
Ditch the Return - The 5 Key Measures to Talk About
Instead of focusing your client meetings on last year’s outcomes, shift the dialogue to something that really matters -- their future. Start down the advisory path with your clients by pointing out the 5 key measures they need to focus on to improve their outcomes for 2010. The good news is you don’t have to wait until 2010 to start applying this approach. You can start right now with your year-end meetings. By shifting your focus right now and planting the right seeds with your clients, you’ll be able to harvest plenty of advisory work by spring.
Whoever said you couldn’t grow anything in the winter?
Hosted by Edi Osborne, Motivational Mentor
Session 3
Take a Position - Establishing Your Firm’s Voice
Tax season presents dozens of opportunities to communicate (both actively and passively) what your firm is all about:
* Who you are
* What you are passionate about
* And how this translates into benefits for clients and prospects
This session will help you learn how to stand out and have your “voice” heard in a very noisy, crowded marketplace.
Hosted by Geni Whitehouse, Countess of Communication
Session 4
Converting Conversations Into Engagements
We’ve all heard the saying, “all talk and no action.” Unfortunately, all too many client meetings live up to this saying. You know how it goes, you have a great meeting, talk about a dozen key issues, and yet nothing crystalizes into billable services. In fact, much of the time, you give away valuable advice during these sessions that is lost in the informality of your presentation.
Having a formal framework and structured professional follow-up for client meetings is the key to harvesting opportunities. In this session, you’ll learn how to convert client conversations into actions that have value for both your firm and your clients.
Hosted by: Edi Osborne, Motivational Mentor
Session 5
Kaizen for Accounting Firms
The Japanese call it “Kaizen.” Savvy firms recognize Kaizen (translated: Continuous Improvement ) as their core competitive advantage when it comes to eliminating waste and reducing costs. Firms, like all businesses, are having to do more with less. The Kaizen “keen eye” is a cultural phenomenon that makes the difference between just having staff “do their job” and fully engaging the team in the strategic management of your firm through effective self-management .
Tax season provides an ideal proving ground for developing a Kaizen culture in your firm. This is a session you will want to share with everyone on your team.
Hosted by: Edi Osborne, Motivational Mentor
Session 6
Emotional Intelligence; Building Block for Superior Performance
All of us arrive on this planet with certain skills, values, behaviors, and innate abilities that influence how effectively we navigate the “gap” that resides between ourselves and others. The “gap”, depending upon how small or extreme it is, can make the difference between a workplace filled with negative, passive aggressive behavior and a functional, emotionally intelligent team environment. The stress of tax season often serves to amplify the gap. Learn how to nip the gap before it can have a negative impact on your team.
Participants in this session have the option* to take the assessment that measures Emotional Intelligence. You’ll learn how to interpret your assessment, set goals for improvement in key areas, and monitor your progress as you work to improve your inter and intrapersonal relationships.
*additional $35 charge applies. Assessments ordered outside of this course are $85.
Hosted by: Steve Osborne, Student of Human Behavior
Click here to sign up for the Tax Season Tune-Up.