Now that the tax season is over and accounting firms can breathe a sigh of relief, it’s time to think about client acquisition. As most firms gain business from their community, effective local financial marketing is essential. The first marketing channel to consider is listing your business on Google Business; especially since studies show that […]

If a blog is successful, it will build your firm’s brand while generating interest in potential clients. There are specific factors we focus on when developing a financial marketing blog program for our clients. Let’s review what those elements are and how to implement them. Financial marketing blog topics Start your blog program by creating […]

Accounting firms and financial advisors have been part of our client base for decades. During that time, we have come to understand that our financial clients have little time to consider marketing during tax season. To keep your business development plan moving forward in this busy time, be sure you are preparing financial marketing for […]

Whether you are a natural salesperson or uncomfortable when speaking to groups, understanding the best practices of financial marketing presentations will help you be successful. This blog provides tips to create and make effective presentations.   Software There are multiple products available to develop financial marketing presentations. The grandaddy is PowerPoint, followed by Prezi, Focusky, […]

As most accounting and financial firms predominantly work with local clients, community financial marketing should be a fundamental part of your marketing program. Building brand awareness in the communities you serve can pay dividends in the substantial growth of your client base. The following areas are ways your firm could become active to help expand […]

At Conach, we are no strangers to the hectic pace our financial clients experience during tax season. Despite this being the busiest time of year for financial professionals, marketing your firm should not be put on hold. The following blog is about ways to keep a financial marketing tax season plan active during this time. […]

Your marketing program needs to include financial marketing cross-selling, or you are leaving potential sales on the table. It’s a common mistake to believe your clients know all the services your firm offers. By cross-selling, I don’t mean listing all your services on your website. Cross-selling occurs when every part of your sales and marketing […]

While the traditional sales funnel ends with the close, I believe the sales funnel should extend to financial marketing referrals. Referrals aren’t always a natural progression from having a happy client. Getting referrals takes effort but is well worth it. Remember, referrals are easier to close than other leads because it is based on the […]

Glisser founder Mike Piddock describes audience engagement as “… providing an outlet for audiences to interact with, be it through an empowered presenter or a physical stimulus. It is making sure you don’t presume the attention of your attendees for the duration of your event – they’re only human, and their concentration will waver without […]

If you are like most accounting or financial firms, you have both business and individual clients. When developing a marketing strategy, you need to include both. Consequently, you should determine the best lead generation and marketing approach for each. This evaluation will involve business-to-business (B2B) and business-to-consumer (B2C) strategies. The following are some financial marketing […]