My clients are relaying a stronger need around finding talent to do the work that’s been coming in and also assisting with transition plans for senior partners. They really do go hand in hand, as retiring partners struggle with identity issues and establishing a new role at the firm; conversely, […]
Monthly Archives: June 2013
4 posts
Knowledge is power and staying abreast of current, relevant information is key, but your professionals are busy and do not have enough time. As an accounting marketer, you have skills that can help the professionals at your fi rm keep up to date with what they need to know. And, […]
1. Have a well-formed outcome that is reasonable. I would suggest that you decide up front that you will identify 1 or 2 goals/objectives (no more – eve though you will be excited to take on more after all the sessions you will attend) that you would like to bring […]
In March 2013, I surveyed 113 members of management (Managing Partners, Partners, etc.) and marketing professionals (CMOs, Director of Marketing, Marketing Mangers, etc.) at CPA firms from across the United States in order to ascertain what their top initiatives were: some gave 3-4 main initiatives; a couple said they had none. The top […]