Strategic marketing is crucial during stagnant economies for CPA’s. Regardless of this time of year, the current economic storm we find ourselves in does not seem to be relinquishing its grip on the market. It is tax time, and everyone in the financial services field is busy taking care of clients. Let us not forget the…
There are five really great reasons why architects, Lawyers, CPA’s, financial planners, consultants, and other professional services providers should be responsible for their own marketing. You are intelligent beings, after all. The list below makes all the sense in the world, right. Let’s see if you feel this way. I learned to write reports and…
To wrap up this series on Lead generation and lead nurturing, we’ll explore the ideal prospect, how to actually construct a lead nurturing system, and more. This is the final installment in a four part series dedicated to lead generation and lead nurturing process. No business can be successful with new client development without a…
Part three of four This is the third installment in a four part series dedicated to lead generation and lead nurturing process. No business can be successful with new client development without a strong understanding of this phase in the sales cycle. You can read the initial installment which can be found here. Here are…
This is the second installment in a four part series dedicated to lead generation and lead nurturing process. No accounting firm can be successful with new client development without a strong understanding of this phase in the sales cycle. You can read the initial installment by clicking here. Obviously, trade shows are not the only…
Lead Generation & Nurturing for Your Accounting Firm is vitally important. Regardless of the methodology of lead generation you employ, in all probability your accounting firm will spend considerable time, energy and financial resources on lead generation. Some firms utilize direct mail, telemarketing, referral or customer-based marketing, trade shows, networking and a host of other strategies…
Can Accounting Firms Get Sustainability in Marketing with Inbound Marketing? We believe so… Your business development or sales organization has been very busy. Think about all that time spent drafting emails, responding to voice mails, writing proposals with little or no real relevance, pitching to non-decision makers and not holding prospects accountable to commitments… in…
Why Professional Services Firms Need Inbound Marketing is easy to explain. CPAs, Architects, Doctors, Dentists, Lawyers, and Financial Services firms all use some form of marketing to gain new business. Some use informative dinner invitations to persuade unknown potentials to listen to their pitch, while others use display advertising, couponing, radio, television and a host of…
There are 5 things Accountants don’t understand about social media. There are many things social media is and is not. Although the popular belief among professional businesses is that social media may be a complete waste of time, or only for the young and restless, it can be a valuable tool for all financial services firms.…
CPA’s and Financial Planners Must Market Differently. It isn’t a question IF accounting firms, CPA’s and financial planners convert to internet marketing, it is more of a question of when. The traditional marketing model is broken, as people shy away from traditional marketing efforts like telemarketing, direct mail, television and radio advertising and other “old school”…
