Practice Development news March 2012

Practice Development

Accountant's Marketing Checklist: Increase Your ROI on Business Meals

Phyllis Haserot’s book, The Marketer’s Handbook of Tips & Checklists, provides more than 100 checklists covering a range of topics any professional needs to know in order to master building a successful career as both a rainmaker and client-focused service deliverer. This article features one of her checklists.
Practice

Six Ways to Create an Engaging Office Environment This Tax Season

An often overlooked part of marketing and growing your practice involves your physical office arrangement. The appearance of your office should set the client in the right frame of mind to engage you for additional services, including wealth management services.

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