CPA Tom Wheelwright Shares How to Build a Client Base During a Crisis

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Three-Day Event Featuring Live Webinars with Tom Wheelwright, Kim Kiyosaki, Rich Dad and more

Tom Wheelwright, Author, CPA and CEO of WealthAbility®, is set to lead the highly anticipated CPA Profit Building Conference, May 28-30 via video conference. To help CPAs that may be struggling due to the coronavirus pandemic, Wheelwright is sharing tips to build and maintain a client base during a crisis.

“Many CPAs believe the only thing that matters to their clients is compliance and technical skill. The reality is that they are looking for more, especially during times of crisis,” Wheelwright said. “This conference will teach you how to create a consistently unique experience that results in loyal clients.”

Wheelwright’s advice includes:

1. Create an excellent experience
Being client centric is the most important function of your business. It encompasses how you onboard your customers, how (and how often) you communicate, how you train, how you create results, and even how they feel about you. Creating an excellent experience will lead to multiple referrals to ideal clients on a regular basis.

2. Build a high-performing team
To attract and retain high net worth highly profitable and even high-profile clientele, you need to build a high-performing team that doesn’t need babysitting. The key is to keep your highest performers for the long-haul and train your “C-Players” to become “A-Players.” When your team is strong and has mastered the softer skills they don’t teach in school, they’re able to work quickly and efficiently while still maintaining a high level of customer service.

3. Provide more value while spending less of your time
A great way to provide more value while spending less of your time is to train your clients to do what’s in their best interest. Training empowers them to make educated decisions on simple matters while allowing the team to focus their efforts on larger decisions. In addition, simplifying the process of achieving consistently great results reduces time spent while increasing benefits for your clients.

At the three-day CPA Profit Building Conference, ticket holders will learn how to build their client base during the coronavirus pandemic, how to stay profitable, how to manage staff at home and more. Tickets are on sale now at Tickets are $497 and include access to the three-day Zoom webinar led by Tom Wheelwright, CPA, CEO of WealthAbility®, entrepreneur and best-selling author of Tax-Free Wealth; special guests including Kim Kiyosaki, Rich Dad Companies; Rich Dad Advisors Blair Singer and Andy Tanner; and 22 hours of Continuing Professional Education credits in qualifying states. Follow WealthyAbility® on social media @4wealthability on Facebook, @wealthability_now Instagram, and @wealthability on Twitter for event updates.

About WealthAbility®
WealthAbility® is a leading financial education company created by CPA, CEO, Author and Speaker Tom Wheelwright to revolutionize the way entrepreneurs, investors and CPAs manage wealth, global change and their business. The overall goal is to help clients “Make Way More Money and Pay Way Less Taxes.” To better serve clients, WealthAbility® provides a new platform of educational tools and global network of CPAs trusted by over 244,123 entrepreneurs and investors to reduce taxes and create wealth. Through these tools, WealthAbility® helps clients reduce taxes by 10-40%, increase confidence in clients’ personal ability to create wealth, and achieve financial dreams – much faster. In addition, the WealthAbility® Network for accounting professionals is educating CPAs and other accounting professionals to better serve clients and run more successful businesses.

About WealthAbility® Founder Tom Wheelwright
Tom Wheelwright is a CPA, CEO of WealthAbility®, Best-Selling Author of Tax-Free Wealth (Rich Dad Advisors Series), Speaker, Entrepreneur and Host of 2 popular podcasts: The WealthAbility™ Show with Tom Wheelwright CPA and The WealthAbility® for CPAs Show. Wheelwright is the CPA for Robert Kiyosaki (Rich Dad Poor Dad) and speaks around the world with Robert to thousands of entrepreneurs, business owners and investors. Wheelwright is a Contributor to Entrepreneur magazine, and his work has been seen in Forbes, The Wall Street Journal, The Washington Post and on FOX and Friends, Marketplace / NPR, ABC News Radio and many other media.

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