Social Impact, Education and Government

Ethical Client Acquisition for Accountants: Strategies for Attracting Great Clients

This audio course is for accounting professionals who want to improve their skills in engaging with clients or customers, including how to proactively manage the client acquisition cycle to attract more of the right clients, more quickly. Instructor Bruce Fern
demonstrates effective client acquisition techniques and how to apply proven client acquisition practices in a way that is consistent with the International Code of Ethics for Professional Accountants. Bruce shows you how to build client rapport, build your personal credibility and brand as a professional accountant, and create the foundation for deepening your business relationship with the client over time.
 He also includes his “wisdom points”—challenging statements about your internal level of confidence and emotional intelligence that affect your relationships with clients at every stage of the client acquisition cycle.

Note: This course was created by ProDio Learning. We are pleased to host this training in our library.

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