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Free cpe webinars
The Ambassador Factor: Modern Business Development for the Accounting Profession


Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 29, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

When it comes to earning new clients and expanding existing ones, the status quo is no longer enough. Every accounting professional and entrepreneur needs to differentiate their firm by building client loyalty. Loyal clients are 3 times more likely to continue buying from you. You’re more likely to expand your services within that client for long-term, sustainable practice growth.
To successfully build loyalty, it takes accountants and firm leaders who are ambassadors. By building the Ambassador Factor in yourself and your firm, you’ll create better business development opportunities, expand the value of existing clients, and exceed your practice growth goals.  
In this session, we will cover:

  • Key trends impacting business development

  • The top traits of modern business developers, with an emphasis on the Ambassador Factor

  • Key value elements that are most important to our prospects and clients

  • The differences between tables stakes (satisfaction) and differentiators (loyalty)

  • Strategies to improve client loyalty

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Amy Franko

Amy Franko Associates
CEO | LinkedIn Top Sales Voice


Named to LinkedIn’s Top Sales Voices, Amy Franko is a sought-after sales and leadership keynote speaker. With her unique blend of current research, fresh insights, and real-world examples, she has worked with some of the world’s most-recognized brands. With over 20 years of client-facing sales experience, Amy’s sales career includes IBM and Lenovo’s global companies before pivoting into entrepreneurship. Her book, The Modern Seller, is an Amazon bestseller, and Top Sales World recognizes her as one of the top 50 sales bloggers and keynote speakers in the world. Learn more and download a free chapter of The Modern Seller at

About Our Sponsor

2019bill (NYSE: BILL) is a leading cloud-based platform that automates, connects, and streamlines back-office financial processes such as payables and receivables to help small and midsize businesses succeed. Over 100,000 customers and 2.5 million network members trust to manage their end-to-end financial workflows, sync with accounting systems, and connect with suppliers and clients — creating a measurable, positive impact on their businesses. partners with leading U.S. financial institutions, top 100 U.S. accounting firms, and popular accounting software providers. has offices in San Jose, California (HQ) and Houston, Texas. | Twitter: @Billcom | LinkedIn: