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Training That Equips You For Success

CPAs and attorneys are very good at what they’ve studied hard to do: provide expert accounting or legal services. But many of them find marketing and business development activities a real challenge — even though excelling in these areas is increasingly important to their overall success.

Why do so many talented professionals feel out of their element when it comes to business development? Not because they lack the ability, but because they have not developed the skills, learned the tricks, or been given the tools for generating new business.

You’ll know what to do — and how

This is where PDI Global’s Marketing and Business Development Training services come in. Our marketing and business development pros first determine your personal or firm’s overall strengths, needs and objectives. Then we design a unique training program customized to you and your firm. Finally, we work closely with you to build your skills, boost your confidence, take action and achieve results.

We can help you — as well as your staff, associates, managers or partners — with a broad range of individual and firmwide marketing and business development activities, including:

  • Crafting and implementing a personal marketing plan
  • Building and working a referral network
  • Identifying targets and cultivating prospects
  • Establishing a personal brand
  • Delivering proactive client service
  • Developing stronger and more profitable client relationships
  • Cross-selling and cross-serving

We can also provide ongoing coaching and accountability to help you get — and keep — your business development program operating at maximum effectiveness.

How do you rate?

To see how you can benefit from our Marketing and Business Development Training services, contact Sarah Johnson or Art Kuesel, PDI Directors of Consulting Services, at 800.227.0498 – or request a copy of this or one of our other Marketing Tools and Resources. They will help you identify where you’re strong and what you need to work on.

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