Webinar Details

Expanding Services and Client Retention using CoreValue

Thursday, August 30, 2018

1:00 p.m. Mountain time (MT) / 3:00 p.m. Eastern time (ET)

Program Description

The easiest client to sell is one you already have. Leverage your Rolodex and create client-for-life relationships. If you are a CPA, Business Consultant, or Financial Adviser who is looking for ways to deliver additional services to your existing client base, attend this webinar to learn how.

Learning Objectives

After completing this webinar, attendees will be able to:

List ways to start or grow a business consulting practice
Describe how to target new services at quantified client needs
Identify how to help their clients reach personal and business goals—and cement their role as the trusted adviser
Describe ways to protect their client base from other firms by delivering a suite of high-value services

Who Should Attend

Valuation consultants, CPAs, business owners, practitioners who are interested in starting or growing their business consulting practice.

Presenter(s)

George Sandmann

George Sandmann brings over 25 years of experience including executive roles across a variety of industries. He is a start-up veteran with experience in business-to-business and business-to-consumer markets. In 2013, Mr. Sandmann joined CoreValue to work with founder Chuck Richards on sales and marketing, business development, and corporate strategy. Mr. Sandmann became president in 2016. He earned his BA from Hobart College, and his JD and MEL from Vermont Law School. Outside of work, Mr. Sandmann is raising three sons and recharges his batteries with travel and outdoor sports.

CPE Credit

Program Level: Overview: Learning activity level that provides a general review of a subject area from a broad perspective.	Prerequisites: None	Advanced Preparation: None
Delivery Method: Group Internet-Based	CPE Credits: Two (2) Hours	Fields of Study: Computer Software & Applications

Non-Member $180
Member $162

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