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Webinar: Winning New Clients the Smart Way
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When: 06/10/2010
1-2 PM Eastern
Where: Webinar
Contact: Jon Hubbard

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About the Webinar
You have an opportunity to win a new client.  You know there is some form of competitive selection process, a meeting to present your services and capabilities has been arranged.
Why will you win that new client?
If we are to be really honest, your story will be similar to most other competent CPA firms.  The selection process then, is either price or reference driven.
What if there was a real alternative?
This is where you use Global Finance Bridge as a very powerful differentiator.
Woody Levitan from Levitan Yegidis & Associates CPAs says "with Global Financial Bridge we completely changed the competitive landscape; we take the prospect's financial statements and communicate the story behind their business through the One Page Scorecard.  I am always amazed by the client's comments including, "If only our existing CPA exposed us to these simple yet powerful concepts we would have made very different decisions.  My presentation is very different from any of my competitors. It's powerful messages substantially changed our winning formula."

  • Andre Gien of Global Finance Bridge
  • Woody Levitan of Levitan, Yegidis & Associates LLP
  • Ken McCall will be facilitating
Learning Objectives
  • How to use Global Financial Bridge as a most effective business acquisition system
  • How to use Global Financial Bridge as a great way to get additional revenue from existing clients
  • Learn the 5 chapters of the "financial story"Observe how financial statements can be used to measure both past and future management decisions

Investment is $149 per registrant or $99 for Boomer Technology Circle members
CPE Credit
1 hour
Advance Preperation
Course Level
Cancellation & Refunds
Full refunds will be issued if written cancellation requests are received prior to 5/28/10. Due to financial obligations incurred, no refunds will be issued on cancellation requests received after 5/28/10. Program "no shows” forfeit their entire registration fee. Substitutions are accepted and welcomed.
For additional information regarding administrative policies such as complaint or refund, please contact Jon Hubbard at or by phone 888-266-6375.


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