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Mastering Your Marketing: A Marketing Plan for Legal, Accounting, and Professional Services Firms

Creating a marketing plan is crucial to any successful business strategy, especially in the competitive landscape of professional services. Here are some key elements to consider when crafting your annual marketing plan: Regular Review and Revision: Understand that a marketing plan is not set in stone. It should be dynamic and adaptable, open to revisions […]

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How to Craft an Effective Marketing Strategy for Your Boutique Professional Services Firm 

Having spent over a decade immersed in boutique professional services, I understand how to craft a marketing strategy and the intricate dynamics contributing to a successful marketing strategy.   From my experience as an in-house marketing director at a CPA firm to my current role as a fractional CMO for privately held professional firms, I

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Spotlight

Spotlight on The Assistance League of Long Beach We’re thrilled to shine a spotlight on a local nonprofit that has been making a significant impact in Long Beach, California – The Assistance League of Long Beach. In our Nonprofit Spotlight today, we’d like to highlight the outstanding work and support from Dr. Faustino Bernadett and

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Maximizing Your Law Practice’s Success: Strategies for Overcoming Marketing Challenges

It’s important to recognize that marketing is vital to building a successful law practice. Even the most skilled and knowledgeable attorneys won’t attract clients if they aren’t actively promoting their services. While it may be outside your comfort zone, marketing is essential to growing your practice and worth investing time and resources into. One effective

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The Importance of Tracking Marketing Initiatives ROI

Tracking marketing initiatives’ return on investment (ROI) is essential to ensure you are getting the most out of your marketing dollars and investment of time.  Without tracking the data, it can be difficult to tell what works and what doesn’t – an issue that can lead to wasted resources and money.   A prime example of

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What is the Difference Between Marketing & Business Development?

Building a business from the ground up entails plenty of moving parts. More than scoping your audience, sourcing products, and employing the right people, there are operational aspects of running a company that are confusing. Arguably, the difference between business development and marketing is in a lofty gray area.   For most people, especially those who

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Marketing Strategy

Marketing Strategy for Financial Advisors, CPAs and Attorneys

Are you looking to establish a straightforward and easy-to-implement marketing strategy? Then I have the perfect formula for you! This marketing formula works well for professional services companies including financial advisors, CPAs, and attorneys who are looking to build themselves as thought leaders in their industries by creating valuable content.   The formula is this:  

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Do You Know Where Your Business Is Coming From?

You may think you do, but unless you track it, do you really? I have found that once you start tracking your business leads by source, you often find trends that you didn’t expect. By knowing where your business is coming from you can focus your time on what’s producing the greatest ROI, allowing you

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Online Presence

Do You Have Someone Managing Your Online Presence and Online Accounts for Your Business?

Do you have someone managing your online presence and online accounts for your business? As most people do it’s important that you have access to your online business accounts such as Google My Business, Google Search Console, Facebook & LinkedIn company pages, YouTube account, and access to your own website. By using your phone number

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