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Take Aways from MSCPA Practice Management Conference 2018

Take Aways from MSCPA Practice Management Conference 2018

This week I’ve been at the MSCPA’s Practice Management Conference.  There have been some really great presentations so I wanted ...

Dora’s Map to Partnership for Rising Stars

Dora’s Map to Partnership for Rising Stars

Have you ever watched Dora the Explorer?  My two year old went through a Dora phase a few months ago ...

Local SEO:  How Prospects Find Your Professional Services Firm Online

Local SEO:  How Prospects Find Your Professional Services Firm Online

What is “local SEO”?  It’s how well your site ranks in search engines when someone is trying to find services ...

Robotics and AI are Coming:  Information Synthesis Will Future Proof Your Professional Services Firm

Robotics and AI are Coming:  Information Synthesis Will Future Proof Your Professional Services Firm

“We are drowning in information, while starving for wisdom. The world henceforth will be run by synthesizers, people able to ...

Charitable Giving Is Decimating Your Firm’s Marketing Budget

Charitable Giving Is Decimating Your Firm’s Marketing Budget

CPA firms (and very likely other professional services firms) are devoting 10% of their marketing budget to charitable giving.  I’m ...

Alison Simons Receives Boston Club’s Virtual Reality Award

Alison Simons Receives Boston Club’s Virtual Reality Award

It is awkward to write about your own award – but I would do it for any of you, so ...

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 ...