EventSpan

Speaker:

Buck Bierly

Full description:

This webinar focuses on building relationships with CPAs to generate referrals.

You will learn:  

 ·         Which CPAs you should target for referrals

·         Why your Value Proposition matters

·         What the research shows about referrals

·         How to plan for your initial meeting with the accountant

·         What you should accomplish in the first appointment

·         Strategies for staying in touch with CPAs 

Special Guest: August Aquila, President of Aquila Global Advisors, who was named one of the 100 Most Influential Figures in the Accounting Industry  by the AICPA 

Target audience: Sales Managers, Commercial Lenders, Business Bankers, Branch Managers, Executive and Professional Bankers and Product Specialists seeking to increase referrals from CPAs. 

Time: 11:00 AM Eastern (10:00 AM Central, 9:00 AM Mountain, 8:00 AM Pacific)  

Registration: You can register for the session three ways: (1) Call Susan Lersch at 610-296-4771 or (2) email her at susan.lersch@mzbierlyconsulting.com or (3) go to the Training Center section of our secure Webex website at https://mzbierlyconsulting.webex.com and pay the $225 fee for the webinar by credit card.

 If you can’t make the live webinar the recorded version will be available in our archive within 24 hours of the live session.  

You can also contact Susan Lersch to find out more information about discounts for multiple lines for the same webinar. Her number is 610-296-4771.

Upcoming Webinars: 

January 30, 2012 “Branch Manager as lnside Sales Coach and Outside Business Developer” with David Kerstein 

February 13, 2012 “Opportunities in Health Care” with Jim Unland 

To register go to https://mzbierlyconsulting.webex.com.