for new partners and senior managers. via upstream academy set to launch in june, the academy for business development will bear many of the signature characteristics of upstream academy’s other programs. “everything we do at upstream emphasizes timeless principles, proven … continued
is today the right time to invest in new processes and grab some good talent? while some accounting firms struggle in the economic downturn, others are finding new opportunity for growth, profit and investment, according to teresa mackintosh, senior vice … continued
local accounting firm redefines “r&d” for client retention and business development. how to keep clients happy and build your business. by rick telberg at most companies, “r&d” means “research and development.” but at dugan & lopatka cpas in wheaton, ill., every … continued
even in a down economy… even when you don’t think you need the staff, great talent can attract new business you never expected. here’s a tip from sandra wiley’s presentation “moving human capital from paralysis to growth,” recorded aug. 16, … continued
in the suburbs of washington, d.c., an ex-army intelligence specialist is breaking the mold for accounting firms and inventing new ways of doing business. by rick telberg maybe it’s the four years he spent in army intelligence at the pentagon. … continued
this two and a half minute video explains it all. tracey segarra, marketing director at margolin winer & evans, notes that linkedin users are heart-of-market for cpas: average age: 41 household income: $109,700 college grad/post grad: 80 percent company decision-maker: … continued
without a solid system for networking, what good are good connections?
how can you gain the trust of your contacts so they’ll start connecting you to all the people in their network? the greatest networkers have a simple, practical system for making a lasting impression and building a strong foundation for future professional success. read more →
nail this to the wall. tattoo to your wrist. consultant mike mclaughlin knows that the key to selling professional services is all about value. but intangibles can be hard to measure. nevertheless, he says, “every service offer has at least … continued
hoisted from comments: edi osborne, kevin phillips. four tough client service problems: and dozens of possible solutions from staffers… …is getting a lot of buzz. but some of the best has come from two, coincidentally, west coast consultants. edi osborne … continued
as a firm owner, you can’t risk putting a dent in your reputation with a poor salesperson. but how and where do you find a good salesperson? the answer is: start where you shop. start paying attention to the good … continued
they’re thinking “short-term.” do you know what that means and how to use it? a huge 45% of small business owners consider their focus to be short-term rather than long-term. additionally, when the executive board asked business owners what they … continued
every time you meet someone, you meet opportunity. you can to share ideas, leads, contacts or get business. the purpose of networking is to give and get information. if you network properly, nobody feels pressured or used. you are not … continued
start with linkedin, advises larry bodine. law firms are cutting back on advertising and client feedback programs, according to a new survey by the lma. instead their highest law firm marketing priorities are proposals, business development coaching and training, and client … continued