Put the power of seminars to work for your firm
What activity enables you to meet with your most valuable clients and referral sources, demonstrate your expertise, make a positive impression, and enhance relationships that can lead to even more business? Conducting seminars on tax, accounting and financial planning subjects. Here’s why and how to make seminars part of your client retention and loyalty programs.
Proven relationship-builders
- Enable you to demonstrate your concern and build goodwill — and perhaps generate more business — by informing participants about ways to better achieve their business and financial objectives,
- Give you a chance to chat face-to-face with clients and professional contacts, so you get to know them better and possibly learn about additional services they may need, and
- Provide an opportunity for participants to mingle and feel part of a special group.
Planning is essential
To maximize attendance, plan well in advance. Typically, it will take 10 to 12 weeks to do everything necessary to arrange for and promote your seminar.
So is follow-up
Depending on the venue — for example, a restaurant for a small crowd or a hotel ballroom for a larger group — encourage participants to linger afterward over hors d’oeuvres, drinks and conversation. This is the best time to get a one-on-one audience with your clients and referral sources.
For the entire Accountant article please check out the October Practice Management Newsletter and don’t forget to visit Practice Management Insights to sign up for the Newsletter and get great Accountant related content each month.
