Abrigo

APRIL 7, 2017

Consider downloading a free checklist, Marketing Checklist: Maintain Or Grow Your Practice , of tips and techniques to grow your firm. A post from the AICPA, The New Realities of Referral Marketing for CPAs , identified how the process of client referrals has grown more complex through time with the surfacing of the consumer decision journey.

Referral Marketing 150

Referral Marketing social media Taxes Resources 150

American Banker

OCTOBER 9, 2020

The agency had raised concerns in the Obama administration about kickbacks in the marketing pacts between mortgage lenders and other providers, but the agency's recent guidance says the deals are legally viable.

Course 45

Course Marketing Referral Marketing Compliance 45

PYMNTS

DECEMBER 23, 2019

Seeff saw there were a few options on the market, and he subscribed to them. When it comes to the target market, Seeff said its “honestly everyone.”. He noted that some people think socks are a niche market. Although, he acknowledged that some guys wear plain black socks and those people are not the company’s market.)

Referral Marketing 131

Referral Marketing Company Marketing Online 131

PYMNTS

AUGUST 30, 2016

Advocate marketing is the most reliable and effective method of digital and social marketing for retailers today,” Roche said in a statement. With Extole’s premium retail package, marketers can provide a more efficient sharing experience for their customers, while improving tracking through the customer’s journey.

Case Study 104

Case Study San Francisco Referral Marketing Retail 104

Abrigo

APRIL 20, 2017

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.

Analytics 150

Analytics Referral Marketing eBook Data 150

Abrigo

APRIL 16, 2015

Referrals ? Marketing ? 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. How about technology?

Technology 150

Technology Referral Marketing Survey Michigan 150

Fintech Labs Insights

AUGUST 18, 2015

RMS is an engagement solution provider focused on acquisition, cross-sell, rewards and referral marketing solutions for financial institutions. Our featured referral solution is presently YAP. Matt Domanico, SVP, Marketing. Domanico heads up marketing, program management, and product design.

Referral Marketing 12

Referral Marketing New York Conference Strategy 12