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
Bruce Clark , CEO and Founder of New Clients, Inc.
Bruce Clark is the CEO and founder of New Clients, Inc. Since 1986, New Clients, Inc. has worked with over 3500 accounting firms nationwide to develop large, successful, growing practices. Additionally, Mr. Clark has personally been involved in the sale of over 200 accounting firms and has given over 200 seminars on how to market accounting services.


Duane Gravley
Duane Gravley, CPA and President of Gravley & Company, Burnsville , MN
Duane is a former partner of Ernst & Whiney, now known as Ernst & Ernst. He attended NCI's Client Acquisition Program in December of 1986. In seven years his start up grew to over $1,000,000 in annualized billings. It was during this time that Duane developed the management and processing system he now teaches to NCI clients. This system allows Duane to run a profitable practice delivering a quality product and service while himself spending only 20 hours per week running the firm.

Troy Patton
Troy Patton, CPA and President of The Archer Funds of Indianapolis , IN
Troy started his practice in 1999. Known today as NCI's Six Million Dollar Man, Troy attended NCI's Client Acquisition Program in 1999 and over the next six years combining both accounting services and financial planning products grew his practice to an 11 office, six million dollar operation. After selling his practice in 2004, Troy developed the Archer Funds and works with NCI clients desiring to add financial planning to their portfolio of products and services. Troy now teaches each month NCI's Practice Development Seminar (Plan I).

Todd Steinberg
Todd Steinberg, Senior Account Executive
Todd joined NCI while still a student in high school putting together packages in the mail room. Now 16 years later he's experienced in all facets of NCI's marketing and practice sales programs. He is involved in the sale of accounting firms for our clients. He also installs and supports our marketing programs and is one of NCI's Practice Development Coaches.

 

2010 Coaching Itinerary & Topics to be Discussed

Monday, January 4th at 1:00PM EST - Product Knowledge Session
Monday, January 4th at 2:30PM EST - Goal Setting 2010
Monday, January 11th at 2:30PM EST - Creating Peak Performance in Sales & Telemarketing
Monday, January 18th at 2:30PM EST - Obtaining Commitment & Overcoming Objections
Monday, January 25th at 2:30PM EST - Canceled

Monday, February 1st at 1:00PM EST - Product Knowledge Session
Monday, February 1st at 2:30PM EST - Selecting Your Appointment Setters
Monday, February 8th at 2:30PM EST - Training Your Appointment Setters
Monday, February 15th at 2:30PM EST - canceled due to technical difficulties
Monday, February 22nd at 2:30PM EST - Web Marketing

Monday, March 1st at 1:00PM EST - Product Knowledge Session
Monday, March 1st at 2:30PM EST - Build a Leads Driven Business
Monday, March 8th at 2:30PM EST - Creating an Effective Referral System
Monday, March 15th at 2:30 PM EST - No Doesn't Mean No
Monday, March 22nd at 2:30 PM EST - Keeping the Pipeline Full of Prospects
Monday, March 29th at 2:30PM EST - Tips to Improve Your Website

Monday, April 5th at 1:00PM EST - Product Knowledge Session
Monday, April 5th at 2:30 PM EST - Asking the Right Questions
Monday, April 12th at 2:30PM EST - Using the Service Agreement as a Tool
Monday, April 19th at 2:30PM EST - Building a Sense of Urgency
Monday, April 26th at 2:30PM EST - Sales Training Basics

Monday, May 3rd at 1:00PM EST - Product Knowledge Session
Monday, May 3rd at 2:30PM EST - Lead Sources
Monday, May 10th at 2:30PM EST - Servicing Your Clients
Monday, May 17th at 2:30PM EST - Asking the Right Questions
Monday, May 24th at 2:30PM EST - Basic Closing Techniques
Tuesday, June 1st at 2:30PM EST - Creating Peak Performance in Sales & Telemarketing

Monday, June 7th at 1:00PM EST - Product Knowledge Session
Monday, June 7th at 2:30PM EST - Obtaining Commitment & Overcoming Objections
Monday, June 14th at 2:30PM EST - Selecting Your Appointment Setters
Monday, June 21st at 2:30PM EST - Training Your Appointment Setters
Monday, June 28th at 12:00PM EST - No Doesn't Mean No

Wednesday, July 7th at 1:00PM EST - Product Knowledge Session
Wednesday, July 7th at 2:30PM EST - Web Marketing
Monday, July 12th at 2:30PM EST - Build a Leads Driven Business
Monday, July 19th at 2:30PM EST - Creating an Effective Referral System
Monday, July 26th at 2:30PM EST - Cancelled

Monday, August 2nd at 1:00PM EST - Product Knowledge Session
Monday, August 2nd at 2:30PM EST - Building a Sense of Urgency
Monday, August 9th at 2:30PM EST - Goal Setting
Monday, August 16th at 2:30PM EST - Keeping the Pipeline Full of Prospects
Monday, August 23rd at 2:30PM EST - Tips to Improve Your Website
Monday, August 30th at 2:30PM EST - Sales Training Basics

Tuesday, September 7th at 1:00PM EST - Product Knowledge Session
Tuesday, September 7th at 2:30PM EST - Lead Sources
Monday, September 13th at 2:30PM EST - Servicing Your Clients
Monday, September 20th - no coaching
Monday, September 27th at 2:30PM EST - Asking the Right Questions

Monday, October 4th at 1:00PM EST - Product Knowledge Session
Monday, October 4th at 2:30PM EST- Basic Closing Techniques
Monday, October 11th at 2:30PM EST - Using the Service Agreement as a Tool
Monday, October 18th at 2:30PM EST - Web Marketing
Monday, October 25th at 2:30PM EST - No Doesn't Mean No

Monday, November 1st at 1:00PM EST - Product Knowledge Session
Monday, November 1st at 2:30PM EST - Creating Peak Performance in Sales & Telemarketing
Monday, November 8th at 2:30PM EST - Obtaining Commitment & Overcoming Objections
Monday, November 15th at 2:30PM EST - Selecting Your Appointment Setters
Monday, November 22nd at 2:30PM EST - Training Your Appointment Setters
Monday, November 29th at 2:30PM EST - Build a Leads Driven Business

Monday, December 6th at 1:00PM EST - Product Knowledge Session
Monday, December 6th at 2:30PM EST - Creating an Effective Referral System
Monday, December 13th at 2:30PM EST -
Monday, December 20th at 2:30PM EST -
Monday, December 27th at 2:30PM EST -

SPECIAL NOTE: 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].

New Clients, Inc.
Practice Development Coaching
Order Form

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Return to NCI via fax to 856-478-0345
Cancellation Policy: You may cancel at anytime if not completely satisfied. Inform us in writing and your credit card will not be charged for any future coaching. Cancellation must be in writing prior to your monthly renewal date. Prorated refunds will not be issued.