drill down on what is working and what isn’t.
by marc rosenberg
cpa firm retreats
it’s always a good time to ask the right questions of your marketing strategy is always. but most firms save the heavy lifting for their annual retreats.
before formally beginning the discussion part of the session, it’s always a good idea to begin by asking participants what they want to be sure to cover.
more on retreats: how marketing for cpa firms is different | how to take action after a retreat | 12 simple rules for a retreat | leave your retreat with a to do list | retreats are no place for clowns | retreat logistics: how long, what kind? | why do cpa firms conduct retreats?
as issues are suggested, write them down on a flipchart.
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