bonus checklist: 16 ways to mine your existing clients.
by marc rosenberg
marketing and growth are fruitful topics for retreats. to warm up, it is helpful to examine why your firm needs a marketing plan:
more on retreats: thinking of merging? discuss it at a retreat | how to take action after a retreat | 12 simple rules for a retreat | leave your retreat with a to do list | every retreat needs a leader, but who? | retreats are no place for clowns | who should participate in a retreat? | retreat logistics: how long, what kind? | what should cpa firms discuss at retreats? | why do cpa firms conduct retreats?
- it drives business to the firm.
- it creates direction and vision for the firm. the plan makes the firm proactive instead of reactive.
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