July 5th, 2016
There is a humongous competition in the accounting field and CPA firms in order to get more clients. Large CPA firms have in-house marketing and PR teams to take care of business development, sales and marketing. Small CPA firms, however, need to be strategic in their marketing efforts. (more…)
June 6th, 2016
No content marketing strategy is complete without a strong social media strategy. As Jay Baer says, social media is the fuel to set your content on fire. According to 2013 research from CMI and MarketingProfs, B2B marketers use an average of five social media channels to distribute content, whereas B2C marketers use four. Whether you’re just getting started with social media or looking to fine-tune your plan, this guide is for you. (more…)
May 31st, 2016
After acquiring targeted contact list in B2B marketing, the tighter your targeting list, the higher your response is likely to be. Current customers, of course, respond better than cold prospects. In fact, some companies find that much of their lead-generation work involves finding new opportunities in accounts they already have relationships with. So, it’s not cold prospecting, but it’s still an effort to generate business for new products, new buyer groups, or additional divisions or business units in the account. That said, most B2B marketers focus on entirely new accounts for their lead-generation programs. Let us see the five basic preparations any marketer can do before their lead generation campaign. (more…)
May 24th, 2016
Rapid changes in the environment in which financial services firms operated forced many organizations to develop a much more proactive approach to their marketing efforts.
The diversity and speed of change that has occurred in the financial services sector due to deregulation md technical change have lowered the barriers between different institutional or strategic groups resulting in a redefinition of the market place. (more…)
March 31st, 2016
Long before David Mendels became an advisor, he saw the importance of financial planning leads no matter what a person’s age is.
He was in his 20s when a married couple he knew from college were killed in a private plane crash. While their death was devastating enough for loved ones, the agonizing part was that they had a 3-year-old daughter. (more…)