The 12-Step Program for Building Better Client Relationships

Selfie Cell Phone PicsTurn the habits of everyday friendship into business skills.

By Jean Marie Caragher
The 90-Day Marketing Plan for CPA Firms

Since strong client relationships contribute to client satisfaction, longevity and lead generation, partners often encourage their managers and staff to build relationships with their clients. But these managers and staff look at the relationships their firm’s partners have built over time and think it’s impossible to replicate their results.

Building relationships with clients can be done using the same behaviors that we use when building friendships and courting our spouse or significant other. Consider these 12 tips to build client relationships, especially during tax season, prime time for in-person client contact. READ MORE →

10 Real-World Expectations for Accounting Firm Marketing

By Jean Caragher
Capstone Marketing

Clearly, over the past 15 years marketing professionals have elevated the sophistication and effectiveness of CPA firm marketing programs.

CPA firms employing marketing professionals are no longer news.  But too many partners still don’t understand what marketing can and cannot do. The discrepancies often lead to frustration and failure.

So, let’s get real. Here are the top 10 expectations partners should have for their marketing departments: READ MORE →

10 Partner Must-Do’s in Getting the Most of Your Marketing Director

By Jean Caragher
Capstone Marketing

Capstone research reveals that two of the top three challenges that CPA firm marketing professionals face are “fighting fires” and “lack of partner support.”

But all that becomes a little more manageable if the partner and the marketing director share realistic expectations with each other.

Here are the top 10 expectations marketers should have for their firm’s partners: READ MORE →

Real Networking Starts after the First Meeting

Six easy ways to follow up.

By Jean Caragher
Capstone Marketing

Building relationships takes time. Real networking begins after the first meeting. Remember, networking is not selling. It is about building relationships and helping others.

When you meet someone whom you think will strengthen your network, you need to follow up and discover how you can be of help. Here are six ways to follow up: