On today’s episode of CAS Minute, we discuss how to build a positive culture in your CAS practice by ‘loving’ your team well. We also dig into how to position your team members most intentionally for positive outcomes in their personal life. Is churn bad or can it be a positive thing for everyone? We’ll cover strategies for fostering respect, appreciation, and growth, while creating an inclusive environment where team members feel valued. By the end of this episode, you’ll have actionable insights to help you create a culture that supports and empowers your team to succeed.

On today’s episode of CAS Minute, we dive into how to position your CAS firm as a thought leader in your industry. We’ll explore key strategies like creating valuable content, hosting webinars, leveraging social media, and sharing client success stories to build trust and credibility. By the end of this episode, you’ll have the tools to establish your firm as an authority, attracting clients who value your expertise and insights.

On today’s episode of CAS Minute, we discuss when advisory services may not be the best fit for your clients. We’ll cover the key signs—such as a lack of financial foundations, a short-term mindset, or resistance to change—that indicate advisory services won’t bring value. By the end of this episode, you’ll know how to identify these red flags early and steer clients toward the right services, ensuring better outcomes for both your firm and the client.

In part two of our series on sales closing tactics for CAS practices, we explore the urgency close and the alternative close. We’ll discuss how to create urgency around your services and offer clients clear choices to drive them toward a decision. By the end of this episode, you’ll be equipped with two more tactics to secure deals and grow your CAS firm.

On today’s episode of CAS Minute, we begin part one of our series on closing tactics for CAS practices. We’ll cover two powerful strategies—the assumptive close and the value-based close—helping you move prospects toward a decision and emphasize the tangible benefits of your services. By the end of this episode, you’ll be ready to apply these techniques in your next client meeting to close deals more effectively.

On today’s episode of CAS Minute, we explore how the Solution Selling framework can help you close more deals in your CAS practice. We’ll cover how to uncover client pain points through deep discovery, position your services as the solution, and build value throughout the sales process. By the end, you'll learn how to guide clients toward closing by providing tailored recommendations that address their unique challenges.

Link to 'New Solution Selling' on Amazon: https://a.co/d/gmw2Tgu

On today’s episode of CAS Minute, we dive into how the SPIN Selling framework can be applied to the CAS sales process. We’ll explore how asking Situation, Problem, Implication, and Need-Payoff questions can help uncover your client’s true needs and build a strong case for your services. By the end, you’ll have the tools to guide clients through a consultative sales process that leads to more closed deals.

Here's the amazon link to the book: https://www.amazon.com/SPIN-Selling-Neil-Rackham/dp/0070511136

In part two of our series on designing a social media content calendar for your CAS firm, we focus on content creation and optimization. We explore how to create original content, curate industry-relevant posts, and use tools to manage and automate your calendar. Finally, we’ll walk through tracking your performance and adjusting your strategy based on real-time engagement data to continually improve your firm’s social media presence.