2-DAY CPA BOOT CAMP
(A PROGRAM SPECIFICALLY FOR CPAs WITH HIGH NET WORTH CLIENTS)
THE DIFFERENCE BETWEEN VERSION
2.0 & 3.0
CPA BOOTCAMP agenda
DAY 1
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9:30 A.M. – 10:00 A.M.
Registration Open
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Check In With The Welcoming Committee
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Receive Your Program & Name Badge
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Find Your Seat
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Most Importantly, Fill Up Your Coffee Cup :)
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10:00 A.M. – 11:00 A.M.
How To Develop Your Brand
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What Do You Want To Be Known For?
- How To Curate Your Company Culture
- The Omakase Technique, Process, & Mindset
- Role Playing Session
11:00 A.M. – 11:30 A.M.
How To Network
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Why I Hate Elevator Pitches
- How To Not Push, Chase, Or Desperately Pitch
- How To Become The Most Interesting Person In The Room
- Role Playing Session
11:30 A.M. – 12:00 P.M.
How To Prospect
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How To Employ Effective Email Marketing
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How To Develop Authentic Tools To Build Credibility
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How To Pique Interest, Curiosity, & Desire
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Role Playing Session
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12:00 P.M. – 1:30 P.M.
Lunch (On Your Own)
1:30 P.M. – 2:15 P.M.
How To Complete A Client Needs Analysis
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How To Establish Suitability
- How To Get The Client To Open Up To You
- How To Create Momentum & Eliminate Client Procrastination
- Role Playing Session
2:15 P.M. – 2:30 P.M.
15-Minute Break
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2:30 P.M. – 4:00 P.M.
Pre-Selling The Prospect With Video Content
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How To Use Technology As An Educational Tool
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Understanding The Future Of A.I. In Sales
- Why Clients Like To Browse In Private
- Previewing Lionsmark's Client-Facing Video Content
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4:00 P.M. – 5:00 P.M.
The First Client Meeting With Darren
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How Darren Gains Client Trust In Less Than 5 Minutes
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How To Become The Franchise Owner Instead Of The Star Player
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How To Make The Client Grateful For Your Relationship
5:00 P.M. – 7:00 P.M.
Cocktail/Dinner Networking Reception
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Meet Our Sponsors
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Get To Know The Other Attendees & Exchange Ideas
7:00 P.M. – 9:00 P.M.
Fireside Chat: Intimate Safe Space To Get To The Seed Of The Seed
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Ask The Lionsmark Team For Specific Advice On A Case
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Trouble-shooting Specific Challenges Your Business Is Facing
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Learn How To Drastically Increase Your Confidence
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DAY 2
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9:00 A.M. - 10:00 A.M.
The Second Client Zoom Meeting With Darren
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The Methodology Of How Darren Designed The Lionsmark Proposal
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How Darren Reviews The Proposal With The Client
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How Darren Closes The Deal & Takes The Application On The Spot
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Role Playing Session
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10:00 A.M. – 11:00 A.M.
Panel Discussion: Underwriting
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How To Create Underwriting Packages That Are In Good Order
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How To Prevent Cases From Stalling In Underwriting
- What Content To Send Clients While They Are In Underwriting
- How To Solidify The Sale
- Role Playing Session
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11:00 A.M. – 11:20 A.M.
20-Minute Break
11:20 A.M. – 12:00 P.M.
Closing The Deal
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How To Deliver The Approved Underwriting Offer To The Client
- How To Solidify Their Decision
- How To Create An Emotional State Of Gratitude Within The Client
- Role Playing Session
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12:00 P.M. – 12:30 P.M.
Premium Financing Loan Renewals
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What Lionsmark's Role Is
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What Darren's Role Is
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What Your Role Is
- Renewal Case Study Examples
- Role Playing Session
12:30 P.M.
Departures
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