ConvergenceCoaching®, LLC Client Advisor Program™


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.

Who Should Participate:     Experienced managers and above with experience owning client relationships and some exposure to personal marketing and business development  
Duration:     Six to seven months  
Class Size:     Up to 14 participants  
Level:     Intermediate  
Instructional Delivery Method:     Remote group internet-based roundtables  
CPE Credits:     Up to 14.4 credits hours  
NASBA Fields of Study:     Personal Development, Communications & Marketing, Business Management and Organization  
Prerequisites:     Experience owning client relationships, some exposure to personal marketing and business development  
Advanced Preparation:     Advanced prep materials to be sent via email to participants ahead of the first roundtable  

Click here for more information regarding our refund, complaint and program cancellation policies and/or please contact us.

CPE ConvergenceCoaching, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: .


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