The CPA Marketing Genius Podcast

Episode 024: Why CPA Firms Struggle with Attracting High Value Clients

Episode Summary

Attracting high-value clients and creating an experience that will keep them as clients for life. In this episode, we’ll be discussing how conversion is key to attracting high-value clients and how CPAs struggle with converting high-value prospects into clientele. It is important to focus on providing solutions to problems that your clients are facing. In this episode, Salim Omar, CPA, discusses the five reasons why many accounting firms struggle to attract high-value clients. He will discuss how you can frame the services that your firm provides as being different from your competitors and focus on providing solutions that will benefit your clients. Another value-bomb episode so make sure you tune till the end!

Episode Notes

[00:01 - 02:20] Opening Segment 

• Salim Omar, CPA, discusses how CPA firms struggle with attracting high-value clients
• How your firm’s marketing message is confusing and does not address the needs and desires of high-value clients
• Your marketing message lacks believability

[02:21 - 05:22] How To Attract And Convert High-Value Clients

• Salim Omar, CPA, discusses how to attract high-value clients
  • The need to differentiate yourself from other accounting firms
  • Your marketing lacks authority
  • Your fee structure is too low
• Low-quality leads from high-value prospects are due to poor online marketing
• Raising your fee structure will help you attract more high-value clients
• Nine elements of high-value client marketing system
• The importance of converting potential clients into paying customers

[05:23 - 08:25] Closing Segment

• Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!  
• Final Words

Connect with Salim Omar, CPA on his:

Website: Salim Omar, CPA

Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or on your favorite podcast directory. 

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If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/

If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com

Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast.

Tweetable Quotes 

“We got to know who our ideal client is, what are their needs and what are their desires so that we can create marketing messages that differentiate you and that speak to them.” - Salim Omar, CPA

"You've got to differentiate your firm from everyone else." - Salim Omar, CPA

“Your level of success as a CPA firm in attracting high-value clients is going to depend on how well you implement these nine elements in your practice.” – Salim Omar, CPA