Manhattan/Bronx Chapter: Exactly What to Say, for Accountants Tech Session Webinar
This session is for CPAs who wants to sharpen their conversational skills in order to make more meaningful connections with their clients or network.
November 25, 2024
Live Webcast
NASBA 1
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Instructor
Carlos
Garcia
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Mr. Carlos Garcia
Bio
Carlos is the founder of ExceedSales. He's been working with hundreds of financial professionals over 15 years. His company helps you build a winning sales strategy that works for your business. He's played a vital role in the success of a number of small, medium and corporate accounting & financial services businesses, as well as fast-tracking a number of sales careers. ExceedSales is a carefully curated team that offers a variety of sales expertise with a passion for accounting relevant sales solutions. Carlos is based in Miami and work with clients all over the world. And when he works with his clients on an ongoing basis, he finds that they achieve their goals more quickly than ever before.
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Instructor
Hector
Garcia
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Mr. Hector Garcia
Bio
Hector M. Garcia is a CPA and QuickBooks Trainer for Quick Bookkeeping & Accounting LLC. He has over 10 years of experience working with small business finance and accounting, along with 3 Post-graduate degrees from Florida International University (FIU) in Accounting, Finance and Taxation.
This session is for CPAs who wants to sharpen their conversational skills in order to make more meaningful connections with their clients or network.;
Learning Objectives
Upon completion of this form, you'll be able to:
Understand the Exactly What To Say framework for controlling conversations through staying curious and asking better questions
Learn some of the 23 "Magic Words" from the EWTS book to enhance the quality of your conversions in work and life
Learn how to implement "Influential" conversations to help your clients make better, quicker decisions for their business
