Convincing clients to see the value in paying for additional services can be a challenge, and cash flow services are no exception. Enhancing your service offering is key to helping your clients reach their goals while growing your revenues, but without the resource of a marketing department, uncertainty in how (and when!) to pitch, price and market services is one of the biggest hurdles facing small to medium firms right now.
Luckily, we have the pleasure of working with hundreds of firms who have successfully pitched, priced and marketed a profitable cash flow service - and we’ll be sharing their learnings with you. Join us to find out the secrets to success from our Bronze, Silver and Gold partners where you’ll learn:
- Practical steps to help you have a meaningful cash flow conversation with your clients
- How to market your cash flow service
- How to price your cash flow service