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New Clients Now

Consistent momentum you need to make changes that result in getting new clients quickly for your accounting firm & accelerate your success in winning top-quality clients.

Created byMartin Bissett
BeginnerUpdated Apr 29, 2021

About This Course

This high-impact, micro-learning video course will get you the consistent momentum you need to make incremental changes that result in getting more new clients quickly for your accounting firm and accelerate your success in winning top-quality clients.

This exciting program is comprised of 50 short but meaty episodes that each provide a major tip, technique, template or model for accelerating your accounting firm to attract and win top-quality clients right now.

Using this time-saving learning method you'll acquire a complete business development infrastructure you can build one step at a time, no matter how busy you are.

Course Content

1 activity • 50 videos • duration: 3h 52m

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Section 150 videos • 1 quiz • 3.9 hours
  • videocamEpisode 1 - P.R.O.G.R.E.S.S.
    Duration 6:13
  • videocamEpisode 2 - Dealing with Prospects Who Fail to Sign Up
    Duration 8:40
  • videocamEpisode 3 - Questions to Winning New Clients
    Duration 8:20
  • videocamEpisode 4 - How to Read the Client
    Duration 8:41
  • videocamEpisode 5 - The Fastest Way to Kill an Opportunity
    Duration 4:54
  • videocamEpisode 6 - Mindset Curve
    Duration 4:26
  • videocamEpisode 7 - Be Superior
    Duration 4:12
  • videocamEpisode 8 - Communicating Your Value
    Duration 4:51
  • videocamEpisode 9 - Pipeline Building
    Duration 6:26
  • videocamEpisode 10 - A.C.C.O.U.N.T.S.
    Duration 5:16
  • videocamEpisode 11 - Many Sources of Rain
    Duration 3:54
  • videocamEpisode 12 - Sell is a Four-Letter Word
    Duration 3:41
  • videocamEpisode 13 - The Model for Winning New Fees
    Duration 4:30
  • videocamEpisode 14 - Resolving Concerns
    Duration 5:27
  • videocamEpisode 15 - Cross Supporting
    Duration 5:03
  • videocamEpisode 16 - Creating Effective Referals
    Duration 5:06
  • videocamEpisode 17 - Your Story
    Duration 5:00
  • videocamEpisode 18 - Proposal Template
    Duration 5:41
  • videocamEpisode 19 - What vs When
    Duration 4:49
  • videocamEpisode 20 - Road Blocks
    Duration 5:35
  • videocamEpisode 21 - A Cancellation Prevention Excerise
    Duration 3:45
  • videocamEpisode 22 - The Personal Touch
    Duration 3:30
  • videocamEpisode 23 - Doing Your Homework
    Duration 3:43
  • videocamEpisode 24 - It's About Time
    Duration 3:11
  • videocamEpisode 25 - Keeping Up Appearances
    Duration 2:56
  • videocamEpisode 26 - Booking the Next Meeting
    Duration 2:20
  • videocamEpisode 27 - Setting the Objectives
    Duration 2:41
  • videocamEpisode 28 - Being Upbeat
    Duration 3:04
  • videocamEpisode 29 - The Agenda
    Duration 3:26
  • videocamEpisode 30 - Creating Genuine Empathy
    Duration 2:54
  • videocamEpisode 31 - Key Questions
    Duration 4:16
  • videocamEpisode 32 - Goals and Challenges
    Duration 3:03
  • videocamEpisode 33 - Agreeing the Way Forward
    Duration 2:30
  • videocamEpisode 34 - Sincere Appreciation
    Duration 2:54
  • videocamEpisode 35 - Old Technology
    Duration 3:40
  • videocamEpisode 36 - Lines of Communications
    Duration 3:36
  • videocamEpisode 37 - Briefing the Team
    Duration 3:37
  • videocamEpisode 38 - Scheduling Each Step
    Duration 2:51
  • videocamEpisode 39 - Importance of Rehearsal
    Duration 3:41
  • videocamEpisode 40 - The Hyper-connected World
    Duration 5:33
  • videocamEpisode 41 - The New Business Model
    Duration 4:05
  • videocamEpisode 42 - The Cloud
    Duration 4:15
  • videocamEpisode 43 - Fee Growth Challenges
    Duration 4:50
  • videocamEpisode 44 - The NOW! Accountant
    Duration 4:46
  • videocamEpisode 45 - Let's Meet TOM
    Duration 5:19
  • videocamEpisode 46 - The DNA of Marketing in Our Blood
    Duration 5:12
  • videocamEpisode 47 - Understanding TOM
    Duration 4:53
  • videocamEpisode 48 - TOM's Private Life
    Duration 8:57
  • videocamEpisode 49 - What Accountants Tell Me
    Duration 5:22
  • videocamEpisode 50 - The Water Law
    Duration 6:26
  • quizReview Questions

Your Instructor

Martin Bissett

menu_book3 courses
star19 reviews

In the last 5 years Martin has: 1. Authored 9 books including Passport to Partnership, content from which has been adopted into the curriculum of AAT Level 3 courses, and taught in selected UK colleges and US CPA Societies. 2. Spoken to audiences from over 40 nations on 4 continents. 3. Been retained by Accountingweb as a judge of their prestigious practice excellence awards for three years in a row. 4. Created several trademarked items of intellectual property including the ACCOUNTS™ system and ‘Martin’s Relationship Pricing™’ Model 5. Written for several professional publications including AccountingToday, AccountingWeb, CPA Practice Advisor and Chartered One. 6. Sat on many international expert panels and guested on professional podcasts in the US, UK, and Australia.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.2 out of 5
Student's Choice
9 reviews
  • BB
    Beverly B.
    starstarstarstarstar

    Good course. I've learned a lot..thanks for the great information

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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