Marketing is challenging, whether you're a seasoned professional or the designated marketing person in your firm because there's no one else to do the job. John Jantsch, president of Duct Tape Marketing, shares his strategies.
Plan sponsors typically rely on financial advisors or retirement plan consultants to benchmark their plans and evaluate plan providers. So it is vital for advisors who serve the retirement plan marketplace to have an in-depth understanding of what must be reviewed.
Croskey Lanni, PC is merging Hirzel, Jackson & Swaine, PC into its practice and will operate as Croskey, Lanni & Company, PC. The firm's focus is serving the accounting, tax, and business advisory needs of its diversified client base.
Often, your staff will take your marketing message to customers and prospects, and they're almost certainly the ones who will deliver on the promises your marketing campaign makes. Take some concrete steps to make sure they get it.
Tim Shelley and Glenn Aldridge are joining forces to expand the CPA practice of Aldridge Shelley, PC, formerly operating as K. Glenn Aldridge, PC.
High Impact Excel: Pivot Table Edition
Following up on the success of his popular High Impact Excel session, this time around David H. Ringstrom, CPA turns his attention to pivot tables. In one hour you'll learn how to whip unwieldy data into shape, and then quickly build meaningful reports by dragging and dropping with your mouse. David will also discuss techniques for improving pivot table data integrity. Detailed handouts with numbered steps will be provided for a variety of Excel versions.