{"id":46248,"date":"2015-12-08t05:00:14","date_gmt":"2015-12-08t10:00:14","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=46248"},"modified":"2017-06-23t00:51:08","modified_gmt":"2017-06-23t04:51:08","slug":"46248","status":"publish","type":"post","link":"\/\/www.g005e.com\/2015\/12\/08\/46248\/","title":{"rendered":"why create a marketing plan?"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/yellowarrowroad_dollarphotoclub_87530364.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-46260\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/yellowarrowroad_dollarphotoclub_87530364-424x635.jpg\" alt=\"yellow arrow painted on a road\" width=\"254\" height=\"381\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/yellowarrowroad_dollarphotoclub_87530364-424x635.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/yellowarrowroad_dollarphotoclub_87530364.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/yellowarrowroad_dollarphotoclub_87530364.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/yellowarrowroad_dollarphotoclub_87530364-849x1271.jpg 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/yellowarrowroad_dollarphotoclub_87530364.jpg 1069w\" sizes=\"(max-width: 254px) 100vw, 254px\" \/><\/a>bonus checklist: 16 ways to mine your existing clients.<\/strong><\/p>\n<p><i><span style=\"font-weight: 400\">by marc rosenberg<\/span><\/i><\/p>\n<p>marketing and growth are fruitful topics for retreats. to warm up, it is helpful to examine why your firm needs a marketing plan:<\/p>\n<blockquote><p><b>more on retreats:<\/b> <a href=\"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/\"><span style=\"font-weight: 400\">thinking of merging? discuss it at a retreat<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/11\/10\/take-action-retreat\/\"><span style=\"font-weight: 400\">how to take action after a retreat<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/11\/02\/12-simple-rules-retreat\/\"><span style=\"font-weight: 400\">12 simple rules for a retreat<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/10\/26\/leave-retreat-list\/\"><span style=\"font-weight: 400\">leave your retreat with a to do list<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/10\/20\/every-retreat-needs-leader\/\"><span style=\"font-weight: 400\">every retreat needs a leader, but who?<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/10\/05\/retreats-need-ground-rules\/\"><span style=\"font-weight: 400\">retreats are no place for clowns<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/09\/28\/who-should-participate-in-a-retreat\/\"><span style=\"font-weight: 400\">who should participate in a retreat?<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/09\/21\/retreat-logistics-long-kind\/\"><span style=\"font-weight: 400\">retreat logistics: how long, what kind?<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/09\/07\/cpa-firms-discuss-retreats\/\"><span style=\"font-weight: 400\">what should cpa firms discuss at retreats?<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/08\/31\/cpa-firms-conduct-retreats\/\"><span style=\"font-weight: 400\">why do cpa firms conduct retreats?<\/span><\/a><\/p><\/blockquote>\n<ul>\n<li>it drives business to the firm.<\/li>\n<li>it creates direction and vision for the firm. the plan makes the firm proactive instead of reactive.<\/li>\n<\/ul>\n<p> <a href=\"\/\/www.g005e.com\/2015\/12\/08\/46248\/#more-46248\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2015%2f12%2f08%2f46248%2f&amp;t=why+create+a+marketing+plan%3f'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2015%2f12%2f08%2f46248%2f&amp;title=why+create+a+marketing+plan%3f&amp;summary=bonus+checklist%3a+16+ways+to+mine+your+existing+clients.%0d%0a%0d%0aby+marc+rosenberg%0d%0a%0d%0amarketing+and+growth+are+fruitful+topics+for+retreats.+to+warm+up%2c+it+is+helpful+to+examine+why+your+firm+needs+a+marketing+plan%3a%0d%0amore+on+retreats%3a+thinking+of+merging%3f+discuss+it+at+a+retreat+%7c+how+to+take+action+after+a+retreat+%7c+12+simp'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2015%2f12%2f08%2f46248%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20why%20create%20a%20marketing%20plan?&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2015\/12\/08\/46248\/\" title=\"email this: why create a marketing plan? \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/yellowarrowroad_dollarphotoclub_87530364.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-46260\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/yellowarrowroad_dollarphotoclub_87530364-424x635.jpg\" alt=\"yellow arrow painted on a road\" width=\"254\" height=\"381\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/yellowarrowroad_dollarphotoclub_87530364-424x635.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/yellowarrowroad_dollarphotoclub_87530364.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/yellowarrowroad_dollarphotoclub_87530364.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/yellowarrowroad_dollarphotoclub_87530364-849x1271.jpg 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/yellowarrowroad_dollarphotoclub_87530364.jpg 1069w\" sizes=\"(max-width: 254px) 100vw, 254px\" \/><\/a>bonus checklist: 16 ways to mine your existing clients.<\/strong><\/p>\n<p><i><span style=\"font-weight: 400\">by marc rosenberg<\/span><\/i><\/p>\n<p>marketing and growth are fruitful topics for retreats. to warm up, it is helpful to examine why your firm needs a marketing plan:<\/p>\n<blockquote>\n<p><b>more on retreats:<\/b> <a href=\"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/\"><span style=\"font-weight: 400\">thinking of merging? discuss it at a retreat<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/11\/10\/take-action-retreat\/\"><span style=\"font-weight: 400\">how to take action after a retreat<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/11\/02\/12-simple-rules-retreat\/\"><span style=\"font-weight: 400\">12 simple rules for a retreat<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/10\/26\/leave-retreat-list\/\"><span style=\"font-weight: 400\">leave your retreat with a to do list<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/10\/20\/every-retreat-needs-leader\/\"><span style=\"font-weight: 400\">every retreat needs a leader, but who?<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/10\/05\/retreats-need-ground-rules\/\"><span style=\"font-weight: 400\">retreats are no place for clowns<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/09\/28\/who-should-participate-in-a-retreat\/\"><span style=\"font-weight: 400\">who should participate in a retreat?<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/09\/21\/retreat-logistics-long-kind\/\"><span style=\"font-weight: 400\">retreat logistics: how long, what kind?<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/09\/07\/cpa-firms-discuss-retreats\/\"><span style=\"font-weight: 400\">what should cpa firms discuss at retreats?<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/08\/31\/cpa-firms-conduct-retreats\/\"><span style=\"font-weight: 400\">why do cpa firms conduct retreats?<\/span><\/a><\/p>\n<\/blockquote>\n<ul>\n<li>it drives business to the firm.<\/li>\n<li>it creates direction and vision for the firm. the plan makes the firm proactive instead of reactive.<\/li>\n<\/ul>\n<p> <a href=\"\/\/www.g005e.com\/2015\/12\/08\/46248\/#more-46248\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2015%2f12%2f08%2f46248%2f&amp;t=why+create+a+marketing+plan%3f'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2015%2f12%2f08%2f46248%2f&amp;title=why+create+a+marketing+plan%3f&amp;summary=bonus+checklist%3a+16+ways+to+mine+your+existing+clients.%0d%0a%0d%0aby+marc+rosenberg%0d%0a%0d%0amarketing+and+growth+are+fruitful+topics+for+retreats.+to+warm+up%2c+it+is+helpful+to+examine+why+your+firm+needs+a+marketing+plan%3a%0d%0amore+on+retreats%3a+thinking+of+merging%3f+discuss+it+at+a+retreat+%7c+how+to+take+action+after+a+retreat+%7c+12+simp'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2015%2f12%2f08%2f46248%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20why%20create%20a%20marketing%20plan?&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2015\/12\/08\/46248\/\" title=\"email this: why create a marketing plan? 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