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Free cpe webinars
Selling Advisory: Supporting Client Needs in a COVID Landscape

SELLING ADVISORY: SUPPORTING CLIENT NEEDS IN A COVID LANDSCAPE

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 18, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Accountants can add tremendous value to this new world by leaning into their advisory role. A modern advisor is pivotal to maintaining a client's business, which supports employees' livelihoods and helps economic recovery. But how do firms get the point across and create a client advisory service proposal that sells?

Join Will Lopez, Head of Accountant Community at Gusto, and Josh Lance, Head of Accounting at Practice Ignition, as they discuss how to advise your clients through people advisory and capture new client value through your service proposals.

Learning Objectives:


  • Identify the value of delivering people advisory services for clients and your firm

  • Recognize the key elements and best practices for every advisory proposal

  • Identify how to easily sell people advisory as a new business recovery service

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Will Lopez

Gusto
Head of Accountant Community
will.lopez@gusto.com

Gustologo

As the head of Gusto’s accountant community, Will advocates for, and helps identify more opportunities for accountants, bookkeepers, and other advisors to better support small businesses. He is inspired to build a community that can be a voice for small business owners and their transformational advisors to can create more value together. Through a deeper partnership with Gusto, a new era will begin where accountants at every level will be valued for all the hard work they provide to the clients who trust them most with all things people.

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Joshua Lance

Ignition
Head of Accounting at Practice Ignition
josh@lancecpa.com
(630) 537-0218

Ignitionlogo

About Our Presenter

Gustologo
Gusto serves 200,000+ small businesses and 7,000+ accounting firms nationwide. Each year we process tens of billions of dollars of payroll and provide employee benefits—like health insurance and 401(k) accounts—while helping companies create incredible work places.

Through one refreshingly easy, integrated platform, we automate and simplify your payroll, benefits, and HR, all while providing expert support. You and your employees will get the peace of mind you need to do your best work.