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The mindset required to sell and succeed

Your framework for client fee reviews and sales meetings

James Ashford
Founder, GoProposal by Sage

Ian Vacin

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

GrowthSalesAccounting
 

Many accountants think it's wrong to sell. They are uncomfortable selling to their clients the services that they need.

In this video, you'll find out why this mindset is wrong, and the shift to make if you want your business—and your clients' businesses—to succeed.

James Ashford from GoProposal shares the common reasons most accountants struggle to sell, and what changes and techniques you can adopt to help more clients reach their goals, solve their greatest challenges, and grow your firm.

Watch to learn:

  • Why common attitudes towards selling and ‘accountant thinking’ can hold you back

  • Why accountants have an ethical obligation to sell

  • Why you need to sell 'certainty'

  • A framework for client fee reviews and sales meetings

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Your framework for client fee reviews and sales meetings

James Ashford
Founder, GoProposal by Sage

James Ashford is a serial entrepreneur, investor, speaker, and #1 bestselling author. James built GoProposal from scratch and within five years, built it into one of the leading proposal tools on the market. In 2021, he sold it for a maximum valuation, leading to an 8-figure exit to a FTSE 100 company. Now, he spends his time helping ambitious entrepreneurs avoid the mistakes he made, and achieve stratospheric levels of success in their businesses so they can ultimately live the life they want.

Ian Vacin

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.