Vol. 7 No. 1, January 2015
The Leadership Forum is a panel of the most prominent thought leaders in the profession. Each month we ask them to respond to a question dealing with CPA firm management and leadership.
This month's question is:
What are the most successful marketing initiatives/strategies that are being used in the accounting profession to generate viable leads? Have there been any changes in the last 3 or 4 years?
Consultants and Other Prominent Observers
| Bonnie Buol Ruszczyk | bbr marketing | www.bbrmarketing.com [email protected] |
| The firms that focus on specific niches rather than the public at large are making better inroads and gaining more clients. The smaller an audience, the easier it is to reach them and... More | ||
| Jean Caragher | Capstone Marketing | www.capstonemarketing.com [email protected] |
| Networking continues to be the number one source of new business leads for CPAs. I don't see this changing since public accounting is a relationship business. However... More | ||
| Rita Keller | Keller Advisors, LLC | www.ritakeller.com [email protected] |
| ...Larger firms are even hiring more strategic focused marketing directors. Marketing in a CPA firm has evolved from a largely administrative role to a visionary role... More | ||
| William Carlino | Transition Advisors | www.transitionadvisors.com [email protected] |
| With the meteoric rise in the use of social media within the profession, many firms now have adopted the various platforms to assist in LeadGen as well as invest in low-cost in-house webinars to promote their client services... More | ||
| Jennifer Wilson | ConvergenceCoaching, LLC | www.convergencecoaching.com [email protected] |
| Referral sources (clients, attorneys, bankers, etc.) are still a reliable source for leads; however, most firms feel that this has tapered off somewhat as buyers... More | ||
| Kristin Wing | AccelerAction | www.acceleraction.com [email protected] |
| Understanding how to use social media to generate brand awareness is certainly an area that will continue to expand. And understanding how to use it can also power up... More | ||
| Danny Powell III | Powell, Ebert & Smolik, PC | |
| Same as always: if you do good work and are involved in the community (at the level at which you seek to serve), you don't need to market, per se. Referrals from satisfied clients and... More | ||