AAM High! Webinar: How to Equip Business Development to Grow & Maintain Relationships

When:  Nov 5, 2020 from 01:00 PM to 02:15 PM (ET)

How to Equip Business Development to Grow & Maintain Relationships

Engaged clients buy faster, stay longer, and advocate for you passionately. Why? Because they have positive memories of working with you - be it from a superb solution, excellent support, helpful content, or exceptional interpersonal experience. In short, engaged clients are characterized by having a positive relationship with your firm.

So how can you better equip Business Development to create and nurture an engaged network? This webinar will dive into the value of tracking and scoring relationships and discuss best practices for delivering that intelligence to your professionals when & where they need it.  

Specifically, this session will unpack:

  • What “relationship intelligence” means
  • How to protect revenue streams using relationship intelligence
  • Why relationship intelligence drives effective account planning

About Brett MacDonald
Brett is an experienced and highly skilled Sales Director with 10+ years in the Commercial and Enterprise sectors. He comes from a background in marketing management which he has also intertwined into his expertise.

About Dan Griffiths
Dan Griffiths, CPA, CGMA is a partner at Tanner, LLC, a Salt Lake City-based CPA firm with 160 team members where he leads the firm’s advisory service lines. Dan is a business coach and consultant and facilitates over 75 owner, board, and executive team retreats each year across a variety of industries. He specializes in business strategy, strategic planning, digital transformation, and leadership development.  From 2016 to 2020, he served as a member of the AICPA Board of Directors.

Danny Estrada - Director, Enterprise Solutions, Introhive

About Sarah Cirelli
Sarah_Headshot_2.pngHead of Marketing and internationally recognized marketing strategist, Sarah has spent over thirteen years executing growth, marketing and business development strategies to professional service firms, non-profits and growing businesses.  Perhaps best-known for jumpstarting her career with the accounting profession's famous viral video sensations and strategic social media strategy, she now spends her time leading a talented team of eight to execute various growth and marketing initiatives for the Firm and its clients.

Sarah’s key responsibilities include leadership, practice growth, brand management, go-to-market strategy, niche development, Pipeline management, ambassador advocacy, business development culture enrichment and more.

Accounting Today has honored her as “Top 100 Most Influential People” in the Accounting Profession 2 years in a row and helped land her a spot as a hand-selected attendee at the first-ever Forbes Under 30 Summit before reaching the age of 30.