The Accountant's Ultimate Resource For Sourcing Clients
You’re a financial professional. But sometimes, you also need to be a marketer. Download our free guide to learn how to increase your client base.
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Ready for a new way to book clients?
Are you always looking to expand your sourcing techniques? If so, you’ve come to the right place. Our free guide goes over ways to source clients that you might not have tried yet (e.g., freelancing websites, community organizations, etc.).
And, you can learn how using customer relationship management and email marketing tools can streamline the way you keep in touch with current and prospective clients. Have a consultation? Great! You can find questions to ask potential clients at the end of the guide.
What's Inside
- A detailed guide on sourcing clients
- How to keep in touch with clients
- Questions to ask during a consultation