ConvergenceCoaching®, LLC 

Client Advisor Program™

 

In this dynamic and uncertain market, clients require a different level of service to support their business continuity and financial well-being. Their needs demand more than our compliance deliverables, providing information, and guidance to help them make swift decisions as they manage cash, pivot their business models, and navigate staffing, technology and other infrastructure changes. To make the shift to a truly strategic client advisor, you’ll have to shed old ideas and habits and develop both your advisory skills and an advisory approach to engagements.

The ConvergenceCoaching Client Advisor Program (CAP) is an entirely remote, modular program designed to teach experienced CPAs and consultants advisory skills and strategies to deepen their client relationships, broaden the support they provide clients beyond compliance services and ultimately make a bigger difference in the lives and businesses of their clients.

The program seeks to teach CPAs and consultants how to identify their ideal clients for advisory and coaching services and implement various strategies and frameworks to develop deep rapport with clients, engage in query to uncover needs and to develop, scope, and price solutions, too. CAP participants will partake in six, web-based video roundtables covering a range of client-centric topics. They will also conduct a monthly KSS on their current responsibilities so they can identify those they should delegate to create capacity to provide advisory services to clients. Doing so elevates the entire team and ensures they are working at their highest and best use. After each roundtable, participants will complete specific homework assignments related to the ideas covered and will report back on their outcomes to experienced coaches who will provide them with individual feedback between sessions. The result is participants become more indispensable to clients and drive growth with every module mastered.

Each 2-hour webinar is conducted via a videoconference platform that maximizes interactivity with all participants. Class size is managed to enable ample time for sharing and a size conducive to networking with peers and developing lasting relationships, too.

For questions or more information, contact us for a copy of our CAP FAQ document or to schedule a call.