Episode 25

Tips for UK Accountants to Fill Their Sales Funnel

It's the "UK Matters in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In today's episode 25, "Tips for UK Accountants to Fill Their Sales Funnel" with special guest Lucy Cohen, founder of innovative UK accounting firm Mazuma. https://www.linkedin.com/in/lucycohen

You can also watch this on youtube here: https://youtu.be/kIUxJ5S0tFc

Key takeaways from this episode include:

➺ why UK people and especially accounting professionals dislike the 'sales' word so much

➺ who client churn is a part of life for accounting firms, resulting in the need to maintain a pipeline of potential new clients

➺ what one decent conversation with a current client might do for accountants who want to grow their business portfolio

➺ the reasons why accountants have such a haphazard or scattergun approach to generating new business opportunities

➺ simple ways accounting professionals can close new business with easy conversational methods

➺ the importance of playing to strengths for accountants who want to be more intentional in filling a sales funnel

➺ examples of great questions accounting professionals can ask to close a warm prospect

...and much more.

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Mentioned in this episode:

Dead Show / YouTube

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About the Podcast

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UK Matters in Accounting
Critical insights, commentary and analysis of key issues, trends, news and events in the accounting and fintech world, specifically for the United Kingdom

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About your hosts

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Martin Bissett

Martin Bissett is the founder of the Bissett Group of companies that provide practice and personal growth communities, content, and continuing education exclusively to the accounting and bookkeeping professions worldwide.

Previously he established a high six-figure consulting firm while serving as a keynote speaker with over 100 one-off and repeat engagements to his name, as well as becoming the most published author on his topics of specialism with 11 books including 1 bestseller.

Since 1998, he has played a major part in working with over 1800 accounting firms in over 40 countries. These projects have led to those firms acquiring over £500m of recurring fees before inflationary increases, referrals and upselling are factored in. He stopped keeping track of this number over 5 years ago. Martin now advises both accounting practitioners and FinTech companies alike, at board level.
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Rob Brown

Rob Brown chairs events, panels and networking events globally for the accounting and fintech profession. He is Rob is co-founder of the Accounting Influencers Roundtable (AIR) which runs international virtual speed networking events for the accounting community. To participate, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

Aside from interviewing thousands of accounting experts and influencers, Rob helps accounting firms attract talent through compelling employee advocacy and branding techniques. He is author of the bestselling book Build Your Reputation (Wiley) and his TEDx talk ‘The Personal Brand of You’ has been viewed 400,000 times on YouTube. He is a stroke survivor, has epilepsy, is a committed Christian and has a black belt in kickboxing. He is based in Nottingham UK, home of Robin Hood, plays chess and backgammon, loves orange chocolate and is allergic to grapefruit.