jean marie caragher, author at 卡塔尔世界杯常规比赛时间 - page 4 of 5

all in the family business niche

neil fauerbach outlines several ideas you could use.

by jean marie caragher

niche marketing continues to be the most successful marketing strategy for accounting firms.

more from jean marie caragher: networking still a strong lead generator | how smart cpa firms use events as a lead generation tool | 14 timely questions for tax season clients | the 12-step program for building better client relationships
exclusively for pro members. log in here or 2022世界杯足球排名 today.

over the years i’ve received mixed reactions about whether family business qualifies as a niche. are niches only industry-oriented?

checklist

kolmansberger: how to do networking the right way

checklist: 12 ways to stop wasting time on dead-end efforts.

instant download
“top questions to ask at your next networking event“

by jean marie caragher
90-day marketing plan for cpa firms

many cpas would rather have a tooth pulled or wait in line at the dmv than attend a networking function. yet, networking continues to be the #1 tactic to generate leads for accounting firms.

more from jean marie caragher: how smart cpa firms use events as a lead generation tool | 14 timely questions for tax season clients | the 12-step program for building better client relationships | new webinar series: the truth about advisory services
exclusively for pro members. log in here or 2022世界杯足球排名 today.

for a firm that was founded on networking, herbein + company, inc. – a regional certified public accounting firm with six offices in pennsylvania – continues to promote the value of building relationships through networking.

jack kolmansberger, herbein’s chief marketing officer and a past president of the association for accounting marketing, plays a key role in the firm’s networking strategy.

2022年世界杯抽签

new webinar series: the truth about advisory services

four-session january series targets growth-minded cpas.

卡塔尔世界杯常规比赛时间 expert author jean marie caragher of capstone marketing and haydenrock solutions are collaborating on a complimentary webinar series, “the truth about offering advisory services.”

the webinars will be offered at no charge or obligation on four consecutive wednesdays from 2-2:30 p.m. et.

jan. 10: why today’s successful firms are offering advisory services
jan. 17: 4 common mistakes to avoid & 4 building blocks to success
jan. 24: a peek into a proven system to help you become your clients’ most relevant advisor
jan. 31: how to make 2018 your best year ever

register here

the agenda includes:

identify client needs easily and systematically
add value with “limitless expertise”
implement value-based billing without looking expensive
access top experts at no cost to you
pinpoint new opportunities and help make them happen

2022年世界杯抽签

managing partners only: advanced sales & marketing work group

卡塔尔世界杯常规比赛时间 contributor jean caragher has opened enrollment to a new managing-partner-only peer-group on business development and marketing.

“it costs 400% more to close an unreferred prospect versus a referred prospect,” says caragher, ceo and founder of capstone marketing. the new online working group is designed to help managing partners “generate more referrals from your network.”

the capstone community pulls together managing partners interested in education and collaboration regarding cpa firm marketing, growth and client retention. to encourage accountability and execution, each managing partner is encouraged to participate with another member of his or her firm.

each capstone community will meet 13 times over a 15-month time period (no meetings in march or december):

– monthly one-hour group webinar/online meeting
– monthly one-hour individual coaching call

learn more here >>>

marketing & sales

how smart cpa firms use events as a lead generation tool

just ask sally glick.

get jean caragher’s complimentary
event planner worksheet

top trends in cpa firm marketing and business development
join the survey; get the results

by jean marie caragher
90-day marketing plan for cpa firms

while technology and social media have offered new marketing tactics for cpa firms, the tried and true face-to-face options remain beneficial. just ask sally glick, chief marketing officer at sobel & co., in livingston, nj.

just ask sally glick, chief marketing officer at sobel & co., in livingston, nj.

more on marketing from jean caragher: free ebook: 13 ways to waste your accounting firm marketing budget | the 12-step program for building better client relationships | six questions that will change the way you see your cpa firm’s marketing program | the 10-point plan of great business-developers | 10 real-world expectations for accounting firm marketing | 10 partner must-do’s in getting the most of your marketing director | real networking starts after the first meeting | more

i’ve known sally for two decades and if ever there was a person who could strategize, organize and promote events as a lead generation tool she is that person.

“events are one of the most effective lead generation tactics for us,” explains glick. “during the year we host 15 business events and 13 nonprofit programs, which demonstrate our thought leadership – our skills, competencies, and business acumen our clients demand. while presenting relevant information, and afterward when fielding questions, we have a chance to make a connection that may grow into a new engagement.”

featured

free ebook: 13 ways to waste your accounting firm marketing budget

marketing_budget_waste_covr — click for more

卡塔尔世界杯常规比赛时间 contributor jean caragher of capstone marketing is offering a free ebook, “13 ways to waste your accounting firm marketing budget.”

some firms proactively create and manage their budgets, ensuring that their marketing activities support firm goals. others barely keep track and are surprised at year end.

to see where your firm can save money and spend smarter, click here.

2022年世界杯抽签

caragher launches capstone community

capstone marketing, which is operated by 卡塔尔世界杯常规比赛时间 contributor jean caragher, is rolling out the capstone community, a new network of managing partners interested in education and collaboration in cpa firm growth and client retention.

a two-year program that will begin in january 2016, members will meet via online meetings and receive one hour of individual coaching 10 times each year. membership in each community is limited to 10 firms of similar size that are geographically exclusive. members will have 24/7 access to the capstone community library, including templates, checklists, videos, and more.

“there are many managing partners interested in growing their firms and retaining clients who don’t have a peer group or internal marketing expertise,” explains jean caragher, president of capstone marketing. “the capstone community will fill the gap and provide managing partners with targeted tools, training and teamwork to enrich their firms.”

learn more about the capstone community at http://capstonemarketing.com/services/capstone-community. to register go to http://go.capstonemarketing.com/community.

marketing & sales

the 12-step program for building better client relationships

turn the habits of everyday friendship into business skills.

by jean marie caragher
the 90-day marketing plan for cpa firms

since strong client relationships contribute to client satisfaction, longevity and lead generation, partners often encourage their managers and staff to build relationships with their clients. but these managers and staff look at the relationships their firm’s partners have built over time and think it’s impossible to replicate their results.

building relationships with clients can be done using the same behaviors that we use when building friendships and courting our spouse or significant other. consider these 12 tips to build client relationships, especially during tax season, prime time for in-person client contact. read more →

marketing & sales

six questions that will change the way you see your cpa firm’s marketing program

it's always a good time to look back and identify the improvements to be made in the year ahead. here are six questions that will get you thinking – and change the way you see your cpa firm’s marketing program.

marketing & sales

the 10-point plan of great business-developers

by jean caragher
capstone marketing

lack of time is an often-used excuse for failing to plan. however, i believe that we make time for the things that we really want to do. almost anyone can get a start on a networking plan by answering the following questions: read more →

outlook & analysis

10 real-world expectations for accounting firm marketing

by jean caragher
capstone marketing

clearly, over the past 15 years marketing professionals have elevated the sophistication and effectiveness of cpa firm marketing programs.

cpa firms employing marketing professionals are no longer news. but too many partners still don’t understand what marketing can and cannot do. the discrepancies often lead to frustration and failure.

so, let’s get real. here are the top 10 expectations partners should have for their marketing departments: read more →

outlook & analysis

10 partner must-do’s in getting the most of your marketing director

by jean caragher
capstone marketing

capstone research reveals that two of the top three challenges that cpa firm marketing professionals face are “fighting fires” and “lack of partner support.”

but all that becomes a little more manageable if the partner and the marketing director share realistic expectations with each other.

here are the top 10 expectations marketers should have for their firm’s partners: read more →

marketing & sales

real networking starts after the first meeting

six easy ways to follow up.

by jean caragher
capstone marketing

building relationships takes time. real networking begins after the first meeting. remember, networking is not selling. it is about building relationships and helping others.

when you meet someone whom you think will strengthen your network, you need to follow up and discover how you can be of help. here are six ways to follow up:

jean marie caragher

more at store.www.g005e.com

jean caragher gets things done.

she is the creator and author of the best-selling 90-day marketing plan for cpa firms and the host of two major 卡塔尔世界杯常规比赛时间 research podcasts:

gear up for growth spotlights the profession's most powerful trendmakers and reveals the new rules for success in the accounting business.
capstone conversations feature informed and informal discussions with leading growth strategists from the nation’s most dynamic cpa firms.

for cpa firms seeking to improve their marketing, jean at capstone marketing is the go-to resource for strategy and implementation. with 30 years of experience working solely with cpas, jean knows the challenges and opportunities firms face today. her experience and knowledge and her practical approach help growth-focused cpa firms attract the best clients and talent.

click here for more by jean marie caragher

and check out her free resources, including:
the event-driven marketing method,
the members-only capstone community, and
the "13 ways to waste your accounting firm marketing budget"ebook.

free instant download:
"top 12 questions to ask at your next networking event"

a well-respected industry specialist, jean is an inaugural aam hall of fame inductee, a multiple aam-maa award winner, and a cpa practice advisor thought leader. prior to launching capstone marketing in 1998, jean served as a cpa firm marketing director and association executive director. she has twice been named one of accounting today’s 100 most influential people in accounting. jean’s experience: moore stephens north america inc., executive director; bdo seidman, regional marketing director; and israeloff, trattner & company, marketing director.

she holds an mba from hofstra university and a ba from state university college at oswego, n.y. her published works include "bull’s-eye! the ultimate how-to marketing and sales guide for cpas;" "double digit growth: tools from top firms;" "how to hire a marketing director and make it work;" "the marketing advantage ii: new ideas on getting and keeping clients." professional recognition: inaugural member, association for accounting marketing hall of fame; association for accounting marketing-marketing achievement award; member, editorial advisory board, cpa marketing report; member, practice management editorial advisory board, accounting today; “100 most influential people in accounting,” accounting today; and top 25 thought leader in public accounting, cpa practice advisor.

she belongs to the association for accounting marketing, where she has served as president, board director and conference chair; the national speakers association, and the leukemia & lymphoma society.

for more information, contact her at 727.210.7306 or jcaragher@capstonemarketing.com. follow jean on twitter.com/jeancaragher; linkedin.com/in/jeancaragher; facebook.com/capstonemarketing

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