Posts By
Apoorv Dwivedi
Career marketer with 20+ years in professional and financial services. I've had the opportunity to build, grow and lead marketing functions within organizations, and had accountability for results. Now I assist others with building marketing programs that get results.
Strategic planning is crucial for growth in the accounting and advisory industry. If you’re trying to achieve firm growth in 2023, you need to assess your external environment for threats and opportunities before identifying potential strategic actions. Challenges to Firm Growth in 2023 In 2023, accounting and advisory firms face several…
Welcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.
Beyond the Database: Building a CRM That Fuels Business Development
Nikki Burgeson | UHY-US
In this episode, Chris Camara speaks with Nikki Burgeson about the critical role of CRM systems in business development, particularly within professional services.