Know Your Crowd
About this lesson
Workshop: How to Build a Profitable Advisory Model Around Your Ideal Clients
Sponsored by Spotlight Reporting
Most firms want to do more advisory work, but few have built a model around the clients they actually want to serve. This workshop helps you get clear on why your firm offers advisory and who your ideal clients are. You’ll then explore how to attract more of them and unlock the time required to serve them well. You’ll build your ideal client profile and get an exclusive look at data from 1,200 accounting firms showing what’s working in advisory.
This session corresponds to pages 24–28 in the workbook.
Earn your CPE credit
Finish the video, then take the short quiz to log your credit on Earmark.
You'll need a free Earmark account at earmark.app. Your certificate is issued as soon as you pass.
Questions about a quiz or certificate? Email support@earmarkcpe.com.