Practice Building Slides

Copyright © 2016 Burkert Valuation Advisors, LLC.All rights reserved. Do not duplicate or copy without permission.

If you are here for …

HOW TO BUILD A BVFLS PRACTICE IN TODAY’S DIGITALLY CONNECTED ECONOMY

You’re in the right place!

Rod Burkert, CPA, CVA, ABV, CVB

I am the founder of Burkert Valuation Advisors. I’ve reinvented my practice several times after going solo in July 2000. In my latest iteration, I have built a mobile consulting firm by leveraging social media and my professional network. Since March 2010, I have worked a “traditional practice” while traveling full time throughout the United States and Canada in an RV with my wife and our dogs.

who i am - what i do

how i roll living the life

i run fast tell me when to brake

i’m direct & to the point no offense intended

rescue me and take me in your arms

✓ 2013 AICPA FVS Membership Top Issues Survey

✓ 2014 AICPA Survey on Int’l Trends in FVS Services

✓ BV Wire’s February 2016 Online Poll

so how do buyers of professional services find experts like us?

✓ Free ebook (133 pages)

✓ HingeMarketing.com

✓ Visible Expert definition: a professional with high marketplace visibility and a reputation for expertise

what buyers of prof’l services value

Source: The Visible Expert, p. 21, Figure 3.1

why buyers seek out experts


how buyers find experts


how buyers search online for experts


how buyers evaluate experts


how screened expert is selected


what do I do?1 how do I adapt?2

how do i counter being seen as a commodity by my market

i already don’t have enough time to do the work, let alone get the work

Copyright © 2016 Thought Leaders IP, Inc. & Burkert Valuation Advisors, LLC.All rights reserved. Do not duplicate or copy without permission.

startup

surge

survival

stability

success

$

$$

$$$

$$$$

$$$$$

spare time

part time

full time

over time

free timeauthority

recommendations

referrals

relationships

sales

marketing

race

chase

hunt

Practice Evolution Pyramid™

Phases of Practice Prominence™

Communication

1

2

3

Practice Prominence

Foundation

Amplification

Phases of Practice ProminenceTM

1. Foundation Establish goals and the “blue ocean” strategies to achieve them. Create a value proposition that attracts your ideal clients and prospects.

✓ Firm Differentiation✓Website Presence✓ Social Media

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2

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Practice Prominence


2. Communication Spread the word about what you do in multiple channels using repurposed content to get noticed by your list of clients and prospects.

✓ Speaking & Writing✓ Podcasts & Video✓ Email Marketing✓Networking✓ Direct Mail & PR

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2

3

Practice Prominence


3. Amplification Be known for what you know. Then leverage your knowledge, educate your niche, and monetize your intellectual property in a 1-to-many business model.

✓New Products✓New Services✓Mktg/Sales Webinars

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2

3

Practice Prominence

Copyright © 2013-2016 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved. Do not duplicate or distribute without permission.


Foundation Establish goals and the “blue ocean” strategies to achieve them. Create a value proposition that attracts your ideal clients and prospects.

Communication Spread the word about what you do in multiple channels

using repurposed content to get noticed by your ideal

clients and prospects.

Amplification Be known for what you know. Then leverage your knowledge, educate your niche, and monetize your intellectual property in a 1-to-many business model.

1

2

3

Practice Prominence

where should i focus my energy for the greatest growth

what is the most valuable thing you got out of today

Rod Burkert Building relationships … Creating value …. Having fun …So you can create a BVFLS practice you’ll love coming to and find success in

Cell: 215-360-6100Skype: rodburkertEmail: [email protected]: sign up at rodburkert.com

Practice Building Slides

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Transcript of Practice Building Slides