Posts By
Gary Braun

Gary is a founder and co-owner of Pivotal Advisors. In his role at Pivotal, Gary is primarily responsible for business development but, he’ll gladly take on few clients in a consulting role. Gary speaks with and partners with other firms that help drive top-line growth. Gary, helps organizations define where growth is coming from, helps them hire and/or develop the sales team, identify ideal clients and markets, and leverage true differentiators (even in commodity markets). He also implements sales processes, targets specific KPIs, increases activity, creates and applies sales compensation plans, and develops sales leadership skills.

Business Development with Video|

Mix Up Your Business Development with Video

By Gary Braun / September 20, 2021

The business development (BD) process has changed for many companies the past year and a half. Just think, it was not that long ago (although it seems like years) that business developers used to go to conferences and trade shows; visit with prospects and customers, even touring their facilities and…

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Acquire new clients through personalization|

5 Actions to Acquire New Clients Through Personalization

By Gary Braun / July 17, 2020

Our “new normal” has forced individuals and companies to change how they live and work. Many companies are doing their best to manage through this time. Because of all the rapid change, many firms have struggled with how they acquire new clients. Evaluating how your business engages with clients will…

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Welcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.

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Featured: Season 1 Episode 1

Compensation Changes in Accounting Firms – Intersection of HR & Marketing with Andrea Sardon, PBMares

with Andrea Sardone from PBMares

Join host Mike Jones with Andrea Sardone from PBMares as they discuss the changes in compensation within the intersection of marketing and accounting in accounting firms.