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ADP - Mastering Modern Selling Strategies

Author: ADP Speaker

CPE Credit:  2 hours for CPAs

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This course guides accountants in transitioning from transactional roles to becoming trusted advisors by focusing on strategic selling and relationship-building. Participants will learn to adapt to changing market dynamics, develop effective networking skills, and master consultative selling techniques that create meaningful client solutions.

Publication Date: April 2025

Topics Covered

  • Evolving role of accountants
  • Insight selling
  • The Trusted Advisor sales approach
  • Networking & referral strategies for accountants
  • The art of opening the sale
  • Consultative selling & probing questions
  • Handling objections & closing the sale

Learning Objectives

  • Understand the shift from traditional accounting to advisory services
  • Recognize the impact of changing buyer behavior and digital sales trends
  • Learn to sell strategically using the trusted advisor sales approach
  • Develop effective networking and referral techniques to expand business opportunities
  • Master the art of consultative selling by asking insightful questions and crafting solutions that resonate with clients

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Personal Development (2 hours)

Program Prerequisites
None

Advance Preparation
None

Registration Options
Quantity
Fees
Regular Fee $0.00

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