Practice Development news November 2013

Practice

How to Build a Better Call to Action

Marketing expert Jack LaRue of Thomson Reuters Tax & Accounting offers some tips that can make your marketing campaign calls to action more effective.
Practice

CPA Firms FMRTL and O'Connor Davies to Merge January 1

Cranford, New Jersey-based CPA firm Fazio, Mannuzza, Roche, Tankel, LaPilusa, LLC (FMRTL) will merge with New York-based full-service CPA firm O'Connor Davies, LLP effective January 1, 2014.
Practice

McGladrey Expands into Houston Market through Merger

McGladrey LLP signed an agreement November 6 to acquire substantially all assets of Houston-based CPA firm Margolis Phipps & Wright, PC (MP&W).
Practice

Hanna, McGlone & Co. Merges with Smart Devine

King of Prussia, Pennsylvania-based CPA firm Hanna, McGlone & Co. PC has merged with Smart Devine, a full-service accounting, tax, and advisory practice located in Philadelphia.
Practice

Why Frequency Matters in Marketing

All too often, small accounting firm owners will try something once, expect immediate results, and then draw the conclusion after a couple of weeks that it was or was not effective.
Practice

The Importance of Being the Sole Advisor

In a perfect world, our clients would choose one advisor to manage all their financial matters. But it’s a fact of life that many clients spread their money around and work with multiple advisors. According to Aite Group, only one of every three clients turns over all of their assets to a single wealth manager.
Practice

Beating the Irrational Fears of Investing by Building Trust

There’s an irrational fear of investing that has been building momentum across our country since 2008. A recent study from Nationwide¹ found consumers fear investing even more than death, with other fears such as healthcare coverage, unemployment and the lack of economic stability following in close pursuit.
Practice

Why You Need to Segment Your Clients

Every business in the world runs into the same problem: limited resources. The choices businesses make in applying those resources are paramount to determining the level of success you can reach in your business.