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Are you Addressing New Clients’ Switching Costs?

Are you Addressing New Clients’ Switching Costs?

When a professional services firm wins a new client it is almost always because the client is switching from another ...

EU General Data Protection Regulation (GDPR) for Professional Services Firms

EU General Data Protection Regulation (GDPR) for Professional Services Firms

“The EU General Data Protection Regulation (GDPR) is the most important change in data privacy regulation in 20 years.”  says the ...

Where’s the line between marketing and business development?

Where’s the line between marketing and business development?

Where’s the line between marketing and business development?  To determine the answer to this, first I would want to know ...

What I’m Reading this Month: February 2018

What I’m Reading this Month: February 2018

I hate February.  Its only redeeming quality is that it’s short…. except that now I find myself with 3 fewer ...

Niche Marketing:  The New Reality for Professional Services Firms

Niche Marketing: The New Reality for Professional Services Firms

How do professional services firms identify what industry niche or service specialization to focus on?  Here are the four internal ...

Marketing to the Future Owners of your Firm – Your Rising Stars

Marketing to the Future Owners of your Firm – Your Rising Stars

There was a lot of discussion among the presenters and at round-tables at the MSCPA’s Practice Management conference about making ...

Social media is essential but not everything

Social media is essential but not everything

Let’s explore what practical role social media can play in a firm’s marketing mix.

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The five fastest ways to waste your marketing budget

The five fastest ways to waste your marketing budget

Marketing is one word that means a lot of things.   And marketing takes on a lot of responsibility in a ...

How the Fastest Growing CPA Firms Spend their Marketing Budgets

How the Fastest Growing CPA Firms Spend their Marketing Budgets

Next month I’ll be presenting on the topic of How the Fastest Growing CPA Firms Spend their Marketing Dollars at ...