Practice Development Coaching (PDC)

Get ready to grow your practice to new levels of success with NCI's Practice Development Coaching (PDC).

What is PDC? Coaching has a well understood role in the world of sports; every great athlete has at least one life changing coach. In the world of accounting and business however, coaching is almost unknown. NCI is about to change that. Our practice development coaching is the process of preparing you to succeed in achieving your goals by providing the resources, tools, and development you need. Using these tools is a great way to accelerate productivity. Through our coaching program we’re going to make you accountable to obtain better results. Throughout our careers we have found that when we are accountable to someone or something we achieve more, and so will you.

Here are some of the goals and objectives of PDC:

Help you set and reach your goals
Fix small problems before they become big ones
Provide a structured weekly format of information and feedback
Provide you access to the best of the best in marketing and practice management
Keep you focused and on target
Provide access to your peers in a non-competitive environment where you can benefit from their experience
Each call will be recorded and made available to you as a valuable resource to refresh your training

Here’s how it works:

Sign up on a month to month basis. If at any point you feel our weekly sessions are not helping you grow and better manage your business just say so and we’ll cancel your subscription.

Your investment is only $189.00 per month payable monthly to any major credit card. For this relatively small investment, here’s what you’ll receive:

Access to every afternoon coaching session via group Webinar call
Sessions are held weekly on Monday unless otherwise noted and are approximately one hour in length
E-mail a question after any session and we’ll have an answer for you within 24 hours via e-mail
Pre-conference e-mail containing subject matter in outline format so you can follow along and take notes
Toll-free line for each and every Webinar

NO MORE EXCUSES, now’s the time to put the NCI team at your beckoning call, see below for our conference schedule and call 1-888-New Clients (1-888-639-2543) to register.

Remember, your most successful athletes, business executives and movie stars all have professional coaching. Let us help you reach the top of your game.

Your Coaching Team

: Bruce Clark, CEO and Founder of New Clients, Inc.; Bruce Clark is the CEO and founder of New Clients, Inc., an international marketing and consulting firm to the accounting profession. He spent 14 years as marketing director of his father’s firm, Garden Accounting Service, and, in 1987, established NCI. For several years, Bruce also owned and operated his own accounting firm, which he successfully sold in 1987. Since establishing NCI, he and his team have conducted over 300 seminars and trained over 4,500 accountants on how to develop a successful practice and lifestyle. He is also a dedicated practitioner of the Korean martial art, Tang Soo Do. Bruce has earned the rank of 5th degree black belt, giving him the respected title of Master. Bruce is also the author of the book, NCI Effect, Explosive Growth and Personal Development Plan for Accountants and CPAs. He and his wife, Kathy (Kate), have been married for 31 years.

: Todd Steinberg, Executive Vice President of Sales and Marketing; Todd joined NCI in the summer of 1994. He is experienced in all facets of NCI’s marketing and practice sales programs. Todd is involved in the sale of accounting firms for our clients and also installs and supports our marketing programs and is one of NCI’s Practice Development Coaches.

: Jeff Arndt, Senior Account Executive; Jeff Arndt has been a Senior Account Executive with New Clients Inc. for the past two years. He graduated with a Bachelor’s degree from California State University at Chico. Before going to work for NCI he was the Director of Marketing at a CPA firm in Oakland, CA. He brought in $200,000 in business in the fourteen months he was with the firm. In his current role at New Clients he sells marketing programs to accounting firms around the country and supports those programs. He has also contributed to teaching the marketing program at NCI’s Practice Development Seminar. In his spare time he likes spending time with his family. He is also and avid sports fan having played basketball in high school and college. His favorite sports teams are the Oakland Raiders and the Oakland Athletics.

2013 Coaching Itinerary & Topics to be Discussed

January 2013

Monday, January 7th at 1:00PM EST – Product Knowledge Session
Monday, January 7th at 2:30PM EST – Goal Setting 2013
Monday, January 14th at 2:30PM EST – Lead Sources
Monday, January 21st at 2:30PM EST – Creating Peak Performance
Monday, January 28th at 2:30PM EST – Servicing Your Clients

February 2013

Monday, February 4th at 1:00PM EST – Product Knowledge Session
Monday, February 4th at 2:30PM EST – How to Get More Appointments
Monday, February 11th at 2:30PM EST – Understanding the Sales Process
Monday, February 18th at 2:30PM EST – Building a Sense of Urgency
Monday, February 25th at 1:00PM EST – Keeping the Pipeline Full of Prospects

March 2013

Monday, March 4th at 1:00PM EST – Product Knowledge Session
Monday, March 4th at 2:30PM EST – Sales Training Basics
Monday, March 11th at 2:30PM EST – Using the Service Agreement as a Tool
Monday, March 18th at 2:30 PM EST – Basic Closing Techniques
Monday, March 25th at 2:30 PM EST – Selecting Your Appointment Setters

April 2013

Monday, April 1st at 1:00PM EST – Product Knowledge Session
Monday, April 1st at 2:30 PM EST – Training Your Appointment Setters
Tuesday, April 8th at 2:30PM EST – No Doesn’t Mean No
Monday, April 15th at 2:30PM EST – Asking the Right Questions
Monday, April 22nd at 2:30PM EST – Tips to Improve Your Website
Monday, April 29th at 2:30PM EST – Build a Leads Driven Buisness

May 2013

Monday, May 6th at 1:00PM EST – Product Knowledge Session
Monday, May 6th at 2:30PM EST – Web Marketing
Monday, May 13th at 2:30PM EST – Obtaining A Commitment & Overcoming Objections
Monday, May 20th at 2:30PM EST – Lead Sources
Tuesday, May 28th at 2:30PM EST – Creating Peak Performance

June 2013

Monday, June 3rd at 1:00PM EST – Product Knowledge Session
Monday, June 3rd at 2:30PM EST – Servicing Your Clients
Monday, June 10th at 2:30PM EST – Creating an Effective Referral System
Monday, June 17th at 2:30PM EST – How to Get More Appointments
Monday, June 24th at 2:30PM EST – Understanding the Sales Process

July 2013

Monday, July 1st at 1:00PM EST – Product Knowledge Session
Monday, July 1st at 2:30PM EST – Building a Sense of Urgency
Monday, July 8th at 2:30PM EST – Keeping the Pipeline Full of Prospects
Monday, July 15th at 2:30PM EST – Sales Training Basics
Monday, July 22nd at 2:30PM EST – Using the Service Agreement as a Tool
Monday, July 29th at 2:30PM EST – Basic Closing Techniques

August 2013

Monday, August 5th at 1:00PM EST – Product Knowledge Session
Monday, August 5th at 2:30PM EST – Selecting Your Appointment Setters
Monday, August 12th at 2:30PM EST – Training Your Appointment Setters
Monday, August 19th at 2:30PM EST – No Doesn’t Mean No
Monday, August 26th at 2:30PM EST - Tips to Improve Your Website

September 2013

Tuesday, September 3rd at 1:00PM EST – Product Knowledge Session
Tuesday, September 3rd at 2:30PM EST – Build a Leads Driven Business
Monday, September 9th at 2:30PM EST – Web Marketing
Monday, September 16th at 2:30PM EST – Obtaining a Commitment & Overcoming Objections
Monday, September 23rd at 2:30PM EST – Lead Sources
Monday, September 30th at 2:30PM EST – Asking the Right Questions

October 2013

Monday, October 7th at 1:00PM EST – Product Knowledge Session
Monday, October 7th at 2:30PM EST – Creating Peak Performance
Monday, October 14th at 2:30PM EST – Servicing Your Clients
Monday, October 21st at 2:30PM EST – Creating an Effective Referral System
Monday, October 28th at 2:30PM EST - How to Get More Appointments

November 2013

Monday, November 4th at 1:00PM EST – Product Knowledge Session
Monday, November 4th at 2:30PM EST – Building a Sense of Urgency
Monday, November 11th at 2:30PM EST – Keeping the Pipeline Full of Prospects
Monday, November 18th at 2:30PM EST – Sales Training Basics
Monday, November 25th at 2:30PM EST – Using the Service Agreement as a Tool

December 2013

Monday, December 2nd at 1:00PM EST – Product Knowledge
Monday, December 2nd at 2:30PM EST – Basic Closing Techniques
Monday, December 9th at 2:30PM EST – Selecting Your Appointment Setters
Monday, December 16th at 2:30PM EST – Training Your Appointment Setters
Monday, December 23rd at 2:30PM EST – No Doesn’t Mean No
Monday, December 30th at 2:30PM EST – Asking the right Questions

Our weekly coaching sessions will include online video slide shows. Details on how to log on will be sent via e-mail along with each session’s topic. For questions call us at 1-888-New Clients [1-888-639-2543].

Download the Practice Development Coaching Order Form

New Clients, Inc.