Client Acquisition (Ethical)


Bruce Fern. M.Ed


CLIENT ACQUISITION: Ethical Strategies for attracting and retaining great clients

This course is for Accounting Professionals who want to improve their skills in engaging with clients or customers, including how to proactively manage the client acquisition cycle to attract more of the right clients, more quickly. Professionals will learn effective client acquisition techniques and how to apply proven client acquisition practices in a way that is consistent with the International Code of Ethics for Professional Accountants.

You will learn how to build client rapport, build your personal credibility and brand as a Professional Accountant, and create the foundation for deepening your business relationship with the client over time.

For those seeking a more meaningful learning experience, the course includes "Wisdom Points" - challenging statements about your internal level of confidence and emotional intelligence that affect your relationships with clients at every stage of the client acquisition cycle.


- Listen to each module completely and in order.
- Modules will only mark as completed when the entire module has completed
- Completed modules will be indicated by a green check-mark.
- Once all audio modules have been marked as complete you can begin the quiz.
- The course will not complete unless all modules and quizzes are marked as complete.
- A minimum 70% pass rate is required to pass the course.
- Once you complete the final quiz and complete the course, please complete the course evaluation.
- Following the evaluation, you will be able to download your completion cerificate.
- After the course is completed, you will no longer be able to retake the quiz.
- Course content (audio files and handouts) will be available for 1 year after purchase.
- Download your completion certificate at any time from your "My Courses" page.

LEARNING OUTCOMES.  In this course you will learn how to:
1. Identify and manage the 5 stages of the client acquisition cycle.
2. Apply the International Code of Ethics for Professional Accountants at every stage of the client acquisition cycle.
3. Establish trust and credibility with clients before, during and after the initial meeting.
4. Identify the 4 elements of your personal brand and how to create them.
5. Recognize and apply the 3 variables that shape the acquisition cycle. 
6. Identify 3 ways to make persuasive recommendations to prospective and current clients.
7. Ask clients for a commitment to take the next step.
8. Investigate and understand clients' deeper and unexpressed needs.
9. Techniques to identify the 4 types of concerns that clients may have and how to address them.
10. Identify and apply the 4 steps to renew and expand your client relationship.


EXPERT GUESTS: This course includes interviews with the following expert guests 
Saskia Muller, CPA, CGA Managing Partner, Galloway Botteselle & Company, Vancouver, BC
Josh Zweig CPA, CA, Partner, Co-Founder, LiveCA, Toronto, ON
Brian Caswell, CPA Partner of Caswell & Associates, Phoenix, NY

COPYRIGHT: All content associated with this course is the property of ProDio Audio Learning Inc. and you may not copy or distribute course content without written authorization.

PLEASE NOTE: Due to the nature of our course content, once the course has been purchased, we are unable to provide refunds. 

SUPPORT: Please email if you require assistance


2.58 Hours

CPD Points


Course Content:

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