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Consider downloading a free checklist, Marketing Checklist: Maintain Or Grow Your Practice , of tips and techniques to grow your firm. Client retention is important to the success of a firm and how vital the quality of those clients is to the success of business moving forward. Building your valuation practice?
Another blog post, How to get referrals and grow your firm , stresses the importance of referrals with client acquisitions and provides advice for generating referrals from satisfied clients or others in your professional network. Jackie McLaughlin, CPA , started her career in a Big 4 public accounting firm.
Referrals ? Marketing ? How about technology? More than three-quarters of accounting firms that described themselves as “very prepared” to address the most significant trends of the future believe technology will have a major impact on their ability to market the firm, prospect and win new clients, according to the survey.
It’s even harder when your target market would rather never think about what you’re trying to sell them — retirement, for example. Below, we’ll show you: How to use pre-launch marketing to build trust and hype. How Robinhood used an ingenious referral program to build a 1M+ customer waitlist.
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