Mentor Plus . . . We Mentor the Mentors
September 2012
Mapping the Client Experience
Here is the link to the recording - http://www.instantpresenter.com/mentorplusmeetup/EA50DB858548 This is the package of extra tools I promised in the session. 
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Please note, there are some audio hiccups in this recording. We apologize in advance but we figured the recording was worth saving rather than scraping. We hope you agree. Send me an e-mail with your comments when you finish listening. I'd love to know what you think of the session.
send e-mail: edi@mentorplus.com | ||
August 2012
How much do you spend to acquire a client? Not sure? See file below for Cost of Acquisition - Gold Mine Planner spreadsheet referenced in the video.
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2012 Sessions:
1/25/12 - "Edi's Office Hours Session"
In this session Edi hosts an open forum focused on starting and building your advisory practice. 2/15/12 - "Win-Win Fees: How to get your clients to see your fees as a bargain!" How to establish the value proposition that will have your clients thanking you for their bill. 3/14/12 - "Working effectively with family owned businesses" Overcoming the challenges and maximizing the opportunities that come with family owned, small to medium sized businesses. 5/9/12 - "Making the shift from compliance to reliance - A case study" In this session Edi talks with Brian DiBella and Lori Petersen about their change in focus from tax, compliance and bookkeeping to a more advisory centric practice. 6/13/12 - "Differentiating yourself using the 4th statement - The business performance statement" In this session Edi discusses the importance of differentiating yourself from the competition using the 4th statement - or the business performance statement. CLICK HERE for more on this topic. 7/18/12 - "Level 5" In this session Edi reviews the concept of Level 5 and how to use this concept in conjunction with $COPE IT! and a few other ready-made Mentor Plus tools to improve the quality of information you provide to your clients. |
Edi's Office Hours - Show Me The Money Session Archives:
Click HERE to review the recording of the "Show Me The Money" Session held 9/21/11 - Topic: Passionate Accountant of the Month, Christine Limparis of Hildebrand, Limparis & Assoc. (http://www.hlacpa.com/) is interviewed. Click HERE to review the recording of the "Show Me The Money" Session held 8/10/11 - Topic: Never Miss a Client Service Opportunity Again Special Guest: Andre Gien - The Financial Storyteller (http://www.salesmatrix.com.au/) talks about the easiest way to identify your businesses most powerful profit centers and how to create more of the same. Click HERE to review the recording of the "Show Me The Money" Session held 6/14/11 - Topic: Edi Osborne - CEO of Mentor Plus (www.mentorplus.com) talks about the easiest and most effective marketing campaign she's come across; The Power of Field Trips. Click HERE to review the recording of the "Show Me The Money" Session held 5/24/11 - Topic: Passionate Accountant of the Month, Bob Staiger of Swensen Corp. (http://www.cpa-swensoncorp.com) is interviewed about his use of benchmarking with clients. Click HERE to review the recording of the "Show Me The Money" session held 2/16/11 - Topic: Passionate Accountant of the Month, Rich Rackers of Rackers & Fernandez, LLC (http://www.rf-llc.com/) is interviewed. Click HERE to review the recording of the "Show Me The Money" session held 1/26/11 - Topic: Passionate Accountant of the Month, Woody Levitan of Levitan, Yegidis & Associates (http://www.lyacpas.com/) is interviewed. Click HERE to review the recording of the "Show Me The Money" session held 11/4/10 - Topic: Passionate Accountant of the Month, Marty Fox of Grimbleby-Coleman CPA's Inc. (www.grimbleby-coleman.com) is interviewed |