RECORDING: Demystifying Marketing Planning: What It Means for You and Your Firm

A firm marketing plan is no longer a nice to have- -- it's a must have.- The most successful CPA firms - large, small and in between - are 14 times more likely to work from a written marketing plan. This session will demystify marketing planning and map out a week-by-week plan to create a firm or niche marketing plan. Using exclusive, proven, data-driven methodologies, attendees will identify and analyze the most effective habits of high-performing firms and focus on the techniques most likely to achieve success at their firm.

Presenter, Jean Marie Caragher is the go-to resource for strategy and implementation. With 30 years of experience working solely with CPAs, Jean knows the challenges and opportunities firms face today. Her experience and knowledge, combined with her practical approach, help growth-focused CPA firms attract the best clients and talent.