Download, Referral Marketing and Taxes - Community Banking Brief

Poll: Top challenge of valuation practices is attracting new clients

Abrigo

APRIL 7, 2017

Results from Sageworks’ poll aren’t completely surprising, considering repeat valuations with the same client aren’t as common as repeat tax work is for, say, tax clients. Consider downloading a free checklist, Marketing Checklist: Maintain Or Grow Your Practice , of tips and techniques to grow your firm.

Referral Marketing

Referral Marketing social media Taxes Resources

Beyond efficiency: Using technology to ramp up a valuation business

Abrigo

APRIL 16, 2015

Referrals ? Marketing ? They may view successful technology integration solely as a way to assist the business rather than as a way propel it, according to recent research from Wolters Kluwer, CCH, a global information services and publishing company that works with tax and finance professionals. How about technology?

Technology

Technology Referral Marketing Survey Michigan

Community Banking Brief

Poll: Top challenge of valuation practices is attracting new clients

Beyond efficiency: Using technology to ramp up a valuation business

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