About this Event
Overview
You’re great at what you do. You understand numbers, compliance, tax strategy, and financial planning at a level most people never will.
But turning that expertise into consistent new clients?
That’s a different skill.
This workshop will show you how to use your existing knowledge and turn everyday conversations into new business, without feeling like a salesperson.
Workshop: Asking Better Questions — The Missing Skill Behind Client Growth
Most CPAs and financial professionals were never formally trained in sales.
You were trained to be accurate, analytical, and trusted.
Not to lead conversations that turn into new clients.
So what happens?
You explain too much
You wait for the client to decide
You hope referrals keep coming
And you leave opportunities on the table
The solution isn’t scripts or pressure tactics
It’s learning how to ask better questions
What You’ll Learn
- The Better Questions Framework and how to use it in client conversations
- The four types of questions that help prospects clearly see the value of your expertise
- How to guide conversations without sounding pushy or salesy
- How to move from “just giving advice” to being hired and retained
- How to position your financial expertise as a solution, not just information
Why This Matters for You
Your clients don’t hire you just for numbers
They hire you for clarity, confidence, and direction
The problem is, most prospects don’t fully understand the value of what you do until the right questions are asked
When you ask better questions:
- Clients open up faster
- Problems become clearer
- Decisions happen sooner
- Your value becomes obvious
Who Should Attend
- CPAs and accountants who want more consistent client growth
- Financial advisors, tax professionals, and fractional CFOs
- Firm owners who rely on referrals but want more control over their pipeline
- Any financial professional who knows their craft but hasn’t been trained in sales
Why Attend
Because you don’t need to become a different person to grow your business
You don’t need to “get better at selling”
You need a better way to have the conversations you’re already having
Better questions lead to better conversations
Better conversations lead to better clients
Event Details
Location: 504 Fair St SW, Atlanta 30313
Time: 11:00 AM – 2:00 PM
Agenda
- Introductions
- Training: Better Questions Framework for Financial Professionals
- Q&A
- Break
- Group Exercise and Practice
Event Venue & Nearby Stays
Russell Innovation Center for Entrepreneurs, 504 Fair Street Southwest, Atlanta, United States
USD 0.00 to USD 108.55
