Drill down on what is working and what isn’t.
By Marc Rosenberg
CPA Firm Retreats
It’s always a good time to ask the right questions of your marketing strategy is always. But most firms save the heavy lifting for their annual retreats.
Before formally beginning the discussion part of the session, it’s always a good idea to begin by asking participants what they want to be sure to cover.
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As issues are suggested, write them down on a flipchart.