Reserve your spot with Loren for a Deep Dive into your business.
Limited to only 3 spots. During this exclusive private coaching session we roll up our sleeves to nail your marketing strategy.

Pre-work to Prepare for the Retreat
1. Your Business Success Assessment
Clarify your purpose and direction. The Attract Quality Clients Virtual Retreat will help to illuminate your dream firm path.
Recognize your start point prior to the retreat. Then pinpoint the strategic moves which will attract quality clients.
2. How to Stop Attracting Non-Ideal Clients
How many of your initial consults go nowhere? You find yourself speaking with price sensitive clients who are unwilling to pay your fees. And, once you share your rates the conversation abruptly ends.
Well, somehow you unknowingly attract the wrong kind of clients.
Targeted marketing solves your problem by weeding out non-ideal clients. As a result, you no longer spend time with people who aren’t a fit for your service.
3. Develop a Steady Stream of Referrals
People are four times more likely to invest in your accounting services when referred by someone they trust. Plus, clients referred to you invest about 13% more than your other clients.
Just like most accounting professionals despise cold calling, that’s true for your clients too. They’d rather get a recommendation from a friend than blindly call a firm they found during a Google search.
Referrals are one of the least expensive marketing strategies. Strategic referral partners can drive a steady stream of high-quality referrals to your firm.
Coming Soon
Recordings of each session will be posted here




Attract Quality Clients Virtual Retreat
Hosted by Loren Fogelman
Mark your calendar: Thurs., May 25 and Fri., May 26
Time: 12pm to 3pm ET / 9am to 12pm PT
BONUS Group Q&A Session: Wed, May 31 at 12pm to 1pm ET / 9am to 10am PT
Meeting ID: 856 0525 7860
Passcode: 997219
