Lap the Competition: A Winning Pricing & Marketing Strategy for Advisory
June 18 @ 12:00 pm – 1:00 pm EDT
Description
Many accounting firms struggle to convert advisory opportunities into client engagements, even when pricing is competitive. In many cases, the challenge is not the price itself, but how the value of services is communicated and understood by clients.
This session examines how clients evaluate professional services, with a focus on pricing communication, perceived value, and decision-making factors. Participants will be introduced to a structured framework for identifying breakdowns in advisory conversations and improving clarity in service offerings.
The course will cover methods for packaging services, aligning pricing with client expectations, and using clear, consistent language to support client understanding. Attendees will also learn how to assess and refine their current offerings to improve client acceptance and engagement outcomes.
Learning Objectives
By the end of this session, attendees will be able to:
- Identify the Clarity Gap framework, a diagnostic for exactly where your advisory conversation is losing clients
- Evaluate the Translation System, the specific language shifts that move a confused client to a confident yes
- Outline the process of the Monday Morning Audit, a repeatable self-audit you can run on any service, any time
Who Should Attend?
Accounting professionals, firm owners, and advisors seeking to improve pricing communication and client conversion
Prerequisites: None
Course Level: Basic
Course Length: 60 Minutes
Delivery Method: Group – Live Internet
Field of Study: Business Management & Organization – Non-Technical
CPE: 1
CE: 0
Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to [email protected].@intuit.com.
