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September 1st, 2020 @ 10am PST / 1pm EST

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Russ Alan
Prince

Anthony
Glomski

LIVE 1-HOUR VIDEO WORKSHOP

How to Build a Pipeline of New High-Value Accounting Clients

October 6th, 2020 @ 10am PST / 1pm EST

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- $59 General admission -
CPA Trendlines pro members receive an exclusive discount
To become a CPA trendlines pro member, click here!

All attendees will receive a complimentary chapter from the upcoming book,
"Your $5 Million High-Net-Worth Practice: Guidelines for Sourcing and Working With the Wealthy During the Covid-19 Crisis and Beyond"

For most accountants, the hardest part of building a very successful practice is bringing in new business. Sourcing high-value clients is a cornerstone of the most accomplished accounting practices.

What You'll Learn In This Exclusive Live 1-Hour Video Workshop

Identify Promising Referral Sources

Step 1

Learn how the professionals you select will become your advocates and endorse you exclusively.

Effectively Evaluate Other Professionals

Step 1

Learn how to evaluate accurately the most promising sources of new referrals.

Build a Pipeline of New High-Value Clients

Step 1

Build a pipeline of great clients interested in your services without ever having to make a referral.

Identify Promising Referral Sources

Step 1

Learn how the professionals you select will become your advocates and endorse you exclusively.

Effectively Evaluate Other Professionals

Step 1

Learn how to evaluate accurately the most promising sources of new referrals.

Build a Pipeline of New High-Value Clients

Step 1

Build a pipeline of great clients interested in your services without ever having to make a referral.

Our Featured Speakers

Immaculate

Russ Alan Prince is one of the leading authorities in the private wealth industry. He regularly consults with the Super Rich, family offices and select fast-tracking entrepreneurs, and is often engaged by wealthy family members and successful entrepreneurs for personal wealth creation coaching. He has authored or co-authored more than 60 books, including Everyone Wins! How You Can Enhance and Optimize Business Relationships Just Like Ultra-Wealthy Entrepreneurs (available on Amazon).

Russ Alan Prince

President @R.A. Prince & Associates

Amazing

Anthony Glomski is the founder of AG Asset Advisory, an internationally recognized SEC-registered Family Office. His team works extensively with entrepreneurs to optimize their financial world. This collaborative process addresses an array of family, financial, and lifestyle concerns along with coordination and oversight of various professionals to keep everyone focused tightly on their goals. Anthony began his career at KPMG and has been featured in Forbes, US News, and several other media outlets.

Anthony Glomski

Founder @AG Asset Advisory

Anthony and Russ will explain a proven methodology that will result in a steady stream of new high-value accounting clients for your practice — no matter what kind of accounting practice you have.

They will walk you through the process and show you how you will build a pipeline of great clients interested in your services who are extremely interested in working with YOU! Click HERE to learn more.

Our Live Video Workshops Have Limited Capacity

Secure your seat now; once we max out our capacity, we'll close the registration.

All attendees will receive a complimentary chapter from the upcoming book,
"Your $5 Million High-Net-Worth Practice: Guidelines for Sourcing and Working With the Wealthy During the Covid-19 Crisis and Beyond"

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