Coaching Rainmakers to Accelerate BD Pipelines

  • Salt Lake City, UT

As an Executive Sponsor of the AAM Summit Conference in Salt Lake City, we’re excited to host a Microlearning Session during the conference.

When: May 9, 2023 @ 4:00pm MT

Where: Hyatt Regency, Salt Lake City Utah

What: Coaching Rainmakers to Accelerate BD Pipelines

While CPAs recognize that much of their new business comes from their professional networks, most struggle to track, manage, and maximize their BD pipelines. Join us for a TED-style presentation where you will discover:

  • Why CRM can be ineffective when it comes to maturing your firm’s BD pipeline
  • Why accounting firms are struggling with CRM (based on the latest industry study)
  • BD coaching models that result in new clients
  • Specific takeaways you can apply to you firm’s business development strategy