LIve webinar

Pre-selling advisory services

We've enlisted the help of a professional development consultant and mental skills coach to help you win new clients.

Start 2020 off with the right skills and confidence to position yourself for more advisory business. For our next webinar, we've enlisted the help of a professional development consultant and mental skills coach to help you win new clients in 2020.

Thomas Loosley (NZ Sales Lead) and Mike Barnes (Founder of Advisor-E), are going to teach you how to approach potential clients and will explain what you should be saying to secure advisory engagements. They're going to discuss:

Ways to use psychology to increase desire for your services.
Effective techniques for advisory pre-sales and why timing is important.
Exclusive tips to improve relationship dynamics with clients and how this will help you win big in 2020.

Join Thomas and Mike to get practical, actionable tips during the webinar. Ask them anything along the way!

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Register to join

December 4, 2019 1:00 AM

If you can't attend, simply register anyway and get a recording sent to you the following day

About the speakers

Thomas Loosley, NZ Sales Lead, Spotlight Reporting

Thomas has been in the accounting and advisory software space for nearly eight years. He previously worked at Xero as a Senior Account Manager and has a deep understanding of accounting processes, the challenges firms face, and change management when firms decide to adopt new or upgrade their technology.

Mike Barnes, Founder, Advisor-E

Mike is a professional development consultant and helps accounting firms gain more top-tier clients. What makes Mike unique is his advanced understanding of personality types and his experience with soft-skills coaching. This allows him to work with accountants to develop tools to help their clients succeed.