Marketing Today and Tomorrow
One of the concerns we all share is how to attract great clients and how to raise retention rates so that those "A" clients stay with us for a very long time.
I accompanied a partner in a CPA firm about five years ago as he was entertaining one of his favorite clients over lunch.
A few years ago I was talking to the managing partner of a terrific CPA firm in the St. Louis area. He was asking for marketing advice.
Small, medium and large firms all rely in good part on their website to tell their story.
A few years ago a colleague of mine who is the Director of Marketing at a midwest CPA firm shared a great marketing and business development idea with me.
I read a great article in a recent issue of the New Jersey Law Journal that is every bit as appropriate for the world of accountants as it is for attorneys for whom it was written.
Firms often ask how they can improve their ability to “cross-sell or cross- serve” to existing clients.
Business owners crave information, especially when the data helps them make educated decisions about their own company. In order remain successful, they need to see how they stack up against competitors.
At a recent meeting of the New Jersey Professional Services Marketing Group, we were all reminded of the importance of leveraging today’s (and tomorrow’s) technology to help brand our firms and maintain a meaningful presence with our targeted
Several years ago I heard a well-known New Jersey architect say that the most important tool in his marketing arsenal was the use of personal thank you notes!