Your VIP Deep Dive
VIP Upgrade Opportunity

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.

Retreat Videos

Coming Soon

Recordings of each session will be posted here

Attract Quality Clients Virtual Retreat

Hosted by Loren Fogelman

Mark your calendar: Mon., June 10 and Tues., June 11

Time: 12pm to 3pm ET / 9am to 12pm PT

BONUS Group Q&A Session: Tues, June 25 at 1pm to 2pm ET / 10am to 11am PT

Join the online video meeting:

Meeting ID: 856 0525 7860

Passcode: 997219

Check your inbox to verify your email and for training details. See you there!

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