marketing & sales

bissett bullet: just listen

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today’s bissett bullet: “the less time we take telling our potential clients about what we do, the more time we have to learn about them. which discussion would they prefer?”

by martin bissett

we all know that everyone’s favorite subject is themselves and you and i are no different in that respect. when we go meet a potential client, they are providing us with an opportunity to learn about their business and that is more important than their opportunity to learn about us. if they want to know about us, they will have questions. we can form a simple, succinct introduction to our firm and invite further scrutiny.

the whole reason for this meeting is to understand where that business came from, where it is now, where it is going and how we are a better fit for them than the current accountant they have in place.

today’s to-do:

today formulate three questions that will really get the conversation flowing between you and a potential prospect.

see more bissett bullets here

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marketers to ceos: the expanding role of growth leaders in accounting | gear up for growth

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strategic thinking, curiosity, and innovation can turn traditional marketing roles into firm leadership opportunities.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by 卡塔尔世界杯常规比赛时间 pro membership, where accounting pros go pro  – see today’s special offer

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

 

gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

in a special episode of gear up for growth, host jean caragher hands the mic to guest facilitator sarah dobek, president of inovautus consulting, to lead an inspiring conversation about career opportunities in accounting marketing.

joining the panel are four powerhouse leaders whose diverse journeys showcase just how far the profession has evolved:

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth here | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

  • julie tucek, marketing director at legacy professionals;

  • eric majchrzak, ceo of beachfleischman;

  • carrie steffen, co-founder and president of the whetstone group, recently announced as the next ceo of the iowa society of cpas; and

  • jamie thomas, principal, growth and marketing at bdo usa

together, they offer a behind-the-scenes look at how accounting marketing has transformed from simple communications and event planning to a strategic, growth-driving powerhouse within firms—and where it’s heading next.

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expert panel: secrets to staying relevant | gear up for growth

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hall of fame leaders share the lessons, mistakes, and trends shaping the future of firm growth.

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

in a special episode of gear up for growth, four hall of fame members from the association for accounting marketing (aam) reunite to reflect on how accounting marketing evolves—and to deliver advice for today’s growth leaders.

host jean caragher, president of capstone marketing, is joined by brian falony, retired accounting marketing executive; allan koltin, ceo of koltin consulting group and facilitator; mitchell reno, principal and director of client experience at rehmann; and michelle river, ceo of fore, llc.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

together, they look back at how the profession has transformed over 35 years—and look ahead to what firms must do to survive and thrive in a radically different marketplace. read more →