“Jean worked with our Firm to provide marketing training to several different levels of audit and tax professionals. Some of the information was basic and some more advanced, but Jean did a great job of weaving together the program so everyone got something out of it. For the more advanced marketers, she kept their interest by having them assist with the training and sharing their own success stories with the rest of the group. Jean is always fun and entertaining, but in addition and most importantly, Jean has immediate credibility with the group as a result of her extensive experience in accounting marketing.”

Julie Tucek Marketing Director Legacy Professionals LLP

Providing ongoing marketing training is one of the top areas of improvement needed to create a marketing culture for your firm. Ongoing training will also give your firm a competitive advantage since so few firms are doing an effective job providing it.

I am a popular and experienced trainer. My programs average 4.5 out of 5 in overall program quality and 4.7 out of 5 in delivery.

Capstone Marketing’s training programs are listed below. However, the most effective program is one customized for your firm. Contact me to discuss creating a training program that will engage your people and instill them with the confidence to be effective marketers.

  • Building Relationships Through Power Networking
  • Practice Development Through Client Service
  • How to Ask Clients and Referral Sources for Leads
  • New Business Development: A Case Study
  • Creating Your LinkedIn Profile
  • Getting the Most Out of LinkedIn
  • Identifying Prospects
  • Learning About Your Prospective Clients
  • Creating Your 30-Second Introduction
  • Creating Winning Proposals
  • Effective Proposal Presentations
  • How to Close the Sale
  • Business Etiquette Basics
  • Questioning & Listening
  • And more!