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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