Accounting Leadership Accelerator

Your client relationships have been cultivated over years, even decades, by delivering top-notch service and getting to know them on a personal level. Now, it’s critical that the rising leaders of your firm establish trust and build rapport with your clients. They eventually need to become rainmakers themselves. The future of your firm is at stake.

Your rising leaders need a crash course in people skills. This three-part workshop series equips them to confidently network, communicate, and protect existing client relationships.

The tools and techniques they’ll learn can be put into action immediately. You’ll see a difference in their active listening skills, professionalism, and communication after just the first workshop.

We’ve trained thousands of professionals around the world. These workshops are custom-designed to address the biggest skill gaps of accountants who are staff, seniors, supervisors, and new managers.

Incorporate science-backed techniques to appear confident and competent in every interaction with clients, prospects, and internal colleagues. Participants will:

• Clarify the key qualities of successful accountants and create an action plan to exhibit those qualities (ultimately building their own reputation and the reputation of your firm)
• Improve public speaking and client pitch skills by strengthening body language and tone of voice
• Prepare for being asked questions they don’t know the answer to
• Proactively communicate, especially when working remotely, and know when to pick up the phone

Create a networking plan to proactively cultivate meaningful relationships with clients and referral sources. Participants will:

• Practice making small talk to find commonality with someone and to establish a personal relationship
• Identify how they can take initiative to meet key people, and to make a great impression when they connect
• Maintain relationships long-term by finding ways to add value to clients and prospects

Become irreplaceable to clients (and firm partners!) by actively listening and skillfully navigating the difficult, and often critical, conversations that inevitably arise in professional services. Participants will:

• Apply active listening skills to ensure everyone they interact with feels valued, heard, and understood
• Practice leading difficult conversations, such as delivering bad news to a client or telling a partner when a mistake was made
• Take a problem-solving approach when issues arise to demonstrate resourcefulness