Advisory
How to Maximize Client Data to Build a Better Firm
There is power in your data. And smart management of it can lead to stellar results. Discover the goldmine, right there inside your business, to build the firm of your dreams.
Kristy Short, Ed.D
Kristy Short, Ed.D, has been serving the accounting profession for more than 25 years—bringing a deep knowledge of branding, marketing communications, and content strategy and development to the table. She’s worked with hundreds of partners and staff to help them advance their firms for the modern era. Kristy’s been named one of CPA Practice Advisor’s “Most Powerful Women in Accounting” three times; has assisted noted thought leader, Darren Root, create multiple books; and published hundreds of education-based, accounting-focused articles over her career.
Read more
Firm Management
Building a World Class Marketing Culture Part 3: Rhythm and Habits
The path to your new client relationships is built over time. It’s base on your communication and your ability to establish beliefs of trust, dependability and business acumen—an endeavor that calls for frequent and consistent content marketing.
Advisory
Building a World-Class Marketing Culture in Your Firm - Part II
This article continues the series on creating a world-class marketing culture in your firm. In Part 1, we explored the definition of marketing and its centrality in the life of a firm. In Part 2, we examine the firm’s brand—what it is, what it means ...
Firm Management
How to Build a World-Class Marketing Culture in Your Firm - Part I
There is no shortage of articles that provide guidance on how to develop a marketing program for firms. But what’s not being discussed currently is the concept of culture. Beyond standard tactical tips, it’s critical to first understand the broader idea o