Business Dev/Sales
As accounting firms continue to bring a previously paper-heavy world into the digital space, a logical next step would be to consider adding virtual business cards into the mix. Of course, any time you usher in new tech, you can also add more complexity. Is more technology necessarily better? Should…
Picture it: a beautifully designed website with a thoughtful, easy-to-navigate layout. The carefully crafted content is high quality and relevant to its intended audience. The keyword placement is laser-focused to attract organic traffic comprised of the ideal client. The website is doing its job – bringing in quality leads. But…
In today’s fast-paced digital world, a strong online presence is crucial for professionals and businesses. Among the myriad of social platforms available, LinkedIn has emerged as the go-to platform for professionals to connect, share insights, and expand their networks. In a recent webinar by James Hirchak, President of Astute Review…
Digital asset services represent a significant opportunity for accounting and advisory firms to create service lines that address their clients’ needs, from investing to financial planning to integrating digital assets into their business operations. The success of their efforts will depend on the market research they undertake in advance to…
AAM members who tuned in to the AAM High! Webinar on June 6 were treated to a presentation jam-packed with actionable recommendations from Angel Morgan, Chief Business Development Officer at Cherry Bekaert Advisory LLC. Angel introduced a business development “Pyramid of Success,” a framework for building a business development culture,…
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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.
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.