t
Partner
Coaching & Personal Development
"If
you think education's expensive - try ignorance. Of course,
training should not be viewed as a cost, but an investment.
The issue is not whether the expenditure is high, but how certain
are the returns on this investment."
- David H.
Maister, from chapter 12 - Success through skill building -
From his Touchstone book, True Professionalism.
"Training
is for pets. Coaching is for people."
- Steve McIntyre-Smith,
from "Towards Awesome Client Service, Module Three".
What can you achieve
through coaching?
-
Spot
new opportunities. Helping partners, sole practitioners
and their team members to spot new opportunities with existing
clients is one of our more popular services, often yielding
a very high return on investment.
-
Improve
your 'hit rate'. We also coach and mentor people
on developing a new approach to meeting potential new clients
- often with dramatically improved results.
-
Raise
your profile. Helping senior people in the firm to
raise their profile is another of our value-added services.
-
Let's
Talk.
Improving internal communications within the practice for
higher rewards is another high-yield investment that a firm
can make in itself.
- One-on-one Partner
coaching. We
also work with a number of partners in public accounting firms
on an individual basis, often by telephone, acting as a sounding-board
for their ideas and goals and helping them to achieve more with
less.
Introduction.
Our 23 years experience
in working in the public accounting domain has taught us many
lessons. The most important one being that ‘you never stop
learning’.
With this in mind, we have
developed a series of workshops and coaching sessions aimed at
helping the progressive accounting practice to introduce a marketing
mindset to their firm.
From the co-op student through
to senior partner, each person has a role to play in helping the
firm to foster good client relationships, which filters through
directly to the bottom line.
(Left:
Steve McIntyre-Smith delivering a marketing course to the senior
partners of a major firm of CAs.)
The problem we see at many
firms is, that not everyone is sure what their role should be.
The result? A confused team,
even more confused clients, unrealized opportunities and money
left ‘on the table’ in many, many cases.
In each case, we tailor
the content to make the sessions totally applicable to YOUR firm.
We conduct extensive research
with you on the issues you face, the experiences you have had,
the things you have tried and the results you have achieved and
then develop the course based on this information to deliver a
tailored, high impact experience to those attending.
In-House Courses.
We offer a three-tiered
level of in-house coaching for public accounting firms, helping
them to implement a marketing mindset throughout the firm.
1. Introducing a
marketing mindset - What do clients really want?
· Developing a marketing mindset for all professional staff.
· Do you do marketing TO clients, or FOR clients?
· Why clients change advisers.
· Understanding key client frustrations.
· How we can capitalize on these.
· Key questions to ask clients.
· Benefits NOT features!
· What is a marketing mindset?
· How well you serve your client this year has a major
influence on whether they come back for more next year.
· Up selling skills.
· Cross-selling skills.
· The importance of differentiation.
· How to gain a truly competitive advantage.
· Getting more referrals by providing truly awesome service
to clients.
· Using the Internet to research prospects.
· The suspect – prospect – client cycle.
· Get to be #2 on as many people’s lists.
· Making meetings work.
· The importance of being ‘Famous’.
· Developing long-term relationships with existing clients
where both parties benefit.
Details: 1-day duration (usually delivered as
2 half days) - includes course materials, with all the tools to
start to develop some marketing skills. Includes interactive sessions
and case studies. Includes a look at how NOT to do it, and a second
look at the same situations and examples of suggested ways to
get better results.
2. Key selling skills
for today’s Partners and tomorrow’s Superstars.
· The approach.
· The game plan.
· Game day.
· One mouth, two ears – listening for problems.
· Client meetings as a sales opportunity.
· Generating quality referrals.
· Not ALL business is GOOD business.
· The benefits of bundling.
· Fixed price agreements.
· Dialling for dollars (using the telephone to create opportunities).
· Behind closed doors - the client project status report
as a selling tool (educating the client for success).
· Networking without cables.
· Developing a marketing plan.
· Implementing the plan.
Details: 1-day duration (usually delivered as
2 half days) - includes course materials, with all the tools to
start to develop some marketing skills. Includes interactive sessions
and case studies. Includes an open forum to discuss opportunities
with existing clients.
3. Strategic marketing
for Senior Partners
· What type of client?
· What services to focus on?
· What price points?
· Where?
· How?
· When?
· Why many CAs will tell you that marketing doesn’t
work.
· What the few ‘in the know’ know.
· How does this reflect on chargeable hours?
· What to look for in team members to fast-track.
· Key contributors to finding and keeping great people.
(It’s way more than money.)
· Flying in formation (ensuring the firm’s web site,
newsletters, brochures and marketing materials consistently reflect
your goals and objectives).
· Using the Internet for success.
· Individual marketing plans for individual partners and
clients.
· Workshop session – bring me your biggest marketing
challenges and let’s discuss a plan of action.
· Setting priorities.
· Setting a budget.
· Return on investment.
Details: 1-day duration (usually delivered as
2 half days) - includes course materials, with all the tools to
start to develop some marketing skills. Includes interactive sessions
and case studies. Includes an open forum to discuss opportunities
with existing clients.
One-On-One Partner
Coaching
"Physician,
heal thyself."
Many firms act as mentor
and confidant to their clients, but who can they turn to for
this type of help themselves?
In the past, many firms
have turned to 'Management Gurus' but these people haven't spent
a day in public practice themselves, so their knowledge of the
real issues can only be theorectical.
In the past few years,
we have established a reputation second to none for our partner
coaching sessions.
We've been in your shoes,
as a sole practitioner and partner in a larger public accounting
firm, so we know - from first-hand experience - what you're
going through and the problems you face.
We do not pretend to have
all the answers ourselves - that would be foolish, but what
we do have is 23 years experience working in and with the public
accounting profession which gives us a real insight into the
key issues you face and potential solutions.
But coaching is far more
than that. Real coaching helps you to figure out your own answers
to the challenges that you face, given your own intimate knowledge
of your firm, your peoploe, your clients and your local market.
Our role is to act as
a guide and catalyst for positive change, removing the 'Physician,
heal thyself' cacth twenty two situation a practitioner often
finds themself in.
We offer this service
in two formats:
-
Face-to-face
coaching , where we meet once a month and spend time
with you to help resolve the issues of today and set an action
plan for the following month with we review at the next meeting
before dealing with additional matters that have arisen in
the previous month.
-
Telephone
coaching, where we 'meet' by telephone once per month
with the same agenda.
Wherever you are located,
this opens up the opportunity to benefit from quality, tailored
coaching.
Raise your game
by raising your profile.
By speaking at Board of
Trade meetings, giving seminars, lectures, lunch speaches at
Rotary meetings and a whole host of such activities, you can
raise your profile among potential clients to the point where
you are seen as THE ONLY Accountant to deal with.
Here's
the problem - not all of us are born public speakers.
Fortunately these skills
are trainable, and we work with a number of Partners to
give them the confidence and ability to stand at a meeting and
present to a crowded room of strangers, then work the room to
generate new business.
Once you are armed with
these skills, we can also help create opportunities for you
to use them. We teach how to work a room without you coming
across as a "slimeball" and show you how to gain permission
to follow-up and keep in touch with valuable new prospects generated
this way.
When this is coupled with
our public relations program, you start to create a surprisingly
large number of opportunities with prospective clients, your
profile is raised substantially among your target market and
you become known as THE accountant to deal with in your region.
Add to this the fact that client loyalty rises among your existing
clients, and the true value of acquiring these skills starts
shining through.
We are born with one mouth and two ears. Learning to
use them in that ratio makes us all better listeners, and effective
listening (and good questioning techniques) yield huge results
when properly applied. By using effective listening techniques
and showing the prospect that you understand their problems,
you can then start to show them solutions that they will want
to buy from you.
This is not rocket science,
and these skills are relatively easy to learn - but learning
how best to apply them is what makes or breaks the value of
these skills. Fortunately, our people have had the benefit many
thousands of dollars worth of training in public speaking, marketing
and ethical selling skills from some of the world's best in
the field.
Organizations that our
people have been trained by include: Jay Abraham, Dale Carnegie,
Zig Ziglar, Brian Tracy, David Maister and Anthony Robbins.
Now you too can benefit from the insider secrets we learned.
Call
us today on 905-842-2284 to arrange a free,
no obligation, initial meeting to discuss how we
can help.
or send
us an e-mail
©2002
- 2003, Stephen J. McIntyre-Smith, Marketing For Accountants.com.
All rights reserved.
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