Once your firm receives a website inquiry, how long does it take for someone to follow up? If your answer is more than a few hours, it is very possible you are missing out on opportunities! With the spectrum of distractions that can derail the lead process, it is surprising…Read More
It’s busy season in your firm, and a lot of heads are down and deep into the work. Business development executives often feel like their efforts either slow to a crawl or come to a complete stop when the subject matter experts (SMEs) are getting client work done. However, now…Read More
Breaking Down and Breaking Through: Bringing Clients into the Story Our job as marketers is to tell a story. While there aren’t many accounting stories that begin with “Once upon a time…” that doesn’t make them any less exciting or impactful. That is, until the technical jargon enters the scene.…Read More
Sponsored post by Ingenuity Marketing Niche Lead Generation Strategies Niche lead generation is a two-way street of active and passive activities at accounting firms. The active part is training team members to suggest additional services to existing niche clients and to be involved in the niche for professional visibility and…Read More
How to build a revenue growth engine and get the right customers for your firm now At a time when positive differentiation of core services is becoming more challenging, competition is increasing, and economic conditions are placing downward pressure on fees, consumers are expecting more. Chris Smith from Empellor CRM…Read More
What strategies and tactics do you apply to business development? In any business process, it’s easy to get mechanical. It’s time to get out of that rut and think about growing your business with client experience (CX)-focused development opportunities. Efforts can fail when we lack authenticity, ignore the emotional reasons…Read More
The success of business development executives is directly related to the data they have at their fingertips and how it can be used to reach out to prospective customers. Seems easy to say, but the art of navigating these areas is complex. Actually, it’s getting even harder now with people…Read More
The world really has no boundaries. That was one of the many lessons COVID-19 has taught us. As a result of the worldwide pandemic, businesses were forced to reassess how they are serving their current client base. And for international businesses, determining how to achieve growth and expand overseas has…Read More
When the COVID-19 pandemic hit, most staff at accounting and advisory firms – and the staff of their clients – packed up and went home. For the firms, however, business didn’t stop or even slow down. In fact, clients needed more services and guidance from their advisors than ever. How…Read More
When it comes to firm growth, you shouldn’t discount opportunities you can find in your own client list. If you don’t have a system for identifying them, there’s no better time to start. For our AAM High! Webinar, we sat down with Becca Johns, Director of Practice Growth with Rea…Read More
Welcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.
with Danielle Reynolds, Business Development, Manager with Whitley Penn
A business developer’s day involves a myriad of activities from external meetings with business owners and referral partners to scoping calls for initial client connections.