Practice Development news July 2013

Practice

Wealth Management for Women: Creating a Women’s Circle

Female clients of wealth management firms often have different circumstances behind their financial planning needs. Some are breadwinners and business owners, while others are at-home family caregivers. Some worry about paying college tuition, caring for an elderly family member and managing household finances. Nearly all put their families’ needs ahead of their own.
Practice

The 'Stuff' of Marketing: Collateral Pieces

Collateral is the "stuff" of marketing: brochures, postcards, fact sheets, and the like. Collateral pieces are tangible things that we're all familiar with, so they're easy to talk about.
Practice

How to Attract Clients and Promote Your Payroll Business

Customers may be interested in trying your payroll services as an extension to existing services if they see a benefit to making a change from what they are currently doing.
Practice

Janover LLC and Schoenfeld Mendelsohn Goldfarb LLP Announce Merger

Effective August 1, 2013, the long-established, highly regarded firm of Schoenfeld Mendelsohn Goldfarb LLP (SMG) has merged into the firm of Janover LLC with offices in Garden City and Manhattan, New York.
Practice

Weyrich, Cronin & Sorra Expands a Niche with Merger

After its merger with Michael D. Sisk & Co, WC&S will now market its growing niche of employee benefit plans audits in areas the firm may not have much name recognition.
Practice

Creating Must-Read Marketing E-mails

E-mail is one of the most widely used marketing tools. But with so many marketing e-mails out there, it takes skill and practice to cut through the clutter. Here are a dozen tips that will help you do just that.
Practice

Marketing Turned Outside In

We've all heard the expression "content is king." Well, when it comes to marketing, that's becoming all the more true, according to a presentation about inbound marketing at the 2013 Association for Accounting Marketing Summit.