CAS Minute

著者: Roman Villard CPA
  • サマリー

  • CAS Minute, hosted by Roman Villard, CPA, delivers quick and impactful insights for growing and optimizing your Client Advisory Services practice.

    In each episode, we dive into practical strategies, proven methodologies, and innovative approaches across CAS Sales, Operations, Culture, Foundations, and Marketing.

    Tune in for concise, actionable advice designed to help you tackle the most pressing challenges in your CAS practice, all in less than 5 minutes.

    © 2024 CAS Minute
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  • 32 CAS Sales: Solution Selling Framework for Advisory Services
    2024/09/18

    On today’s episode of CAS Minute, we explore how the Solution Selling framework can help you close more deals in your CAS practice. We’ll cover how to uncover client pain points through deep discovery, position your services as the solution, and build value throughout the sales process. By the end, you'll learn how to guide clients toward closing by providing tailored recommendations that address their unique challenges.

    Link to 'New Solution Selling' on Amazon: https://a.co/d/gmw2Tgu

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    6 分
  • 31 CAS Sales: SPIN Selling Method and Why You Need it
    2024/09/16

    On today’s episode of CAS Minute, we dive into how the SPIN Selling framework can be applied to the CAS sales process. We’ll explore how asking Situation, Problem, Implication, and Need-Payoff questions can help uncover your client’s true needs and build a strong case for your services. By the end, you’ll have the tools to guide clients through a consultative sales process that leads to more closed deals.

    Here's the amazon link to the book: https://www.amazon.com/SPIN-Selling-Neil-Rackham/dp/0070511136

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    5 分
  • 30 CAS Marketing: Designing a Social Media Content Calendar (2 of 2)
    2024/09/13

    In part two of our series on designing a social media content calendar for your CAS firm, we focus on content creation and optimization. We explore how to create original content, curate industry-relevant posts, and use tools to manage and automate your calendar. Finally, we’ll walk through tracking your performance and adjusting your strategy based on real-time engagement data to continually improve your firm’s social media presence.

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    5 分

あらすじ・解説

CAS Minute, hosted by Roman Villard, CPA, delivers quick and impactful insights for growing and optimizing your Client Advisory Services practice.

In each episode, we dive into practical strategies, proven methodologies, and innovative approaches across CAS Sales, Operations, Culture, Foundations, and Marketing.

Tune in for concise, actionable advice designed to help you tackle the most pressing challenges in your CAS practice, all in less than 5 minutes.

© 2024 CAS Minute

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