14 marketing activities needed now more than ever

word "marketing" highlighted above other wordsbonus: you can do most of them from home.

by marc rosenberg
the rosenberg practice management library

here are 14 common marketing activities.

more: how not to develop your practice | 6 keys to developing new client prospects | now is the time to activate your referral network | does your firm recognize all its skills? | protect and grow existing clients | the 4 marketing disciplines | 15 powerful niche marketing practices | 19 takeaways from the history of cpa firm practice development
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we’ll list them here and then drill down on each:

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is mandatory retirement a best practice?

consider retention, both staff and clients.

by marc rosenberg
the rosenberg practice management library

i’ll start with the punch line. yes, it is a best practice.

but only if your firm’s vision is to stay independent into the next generation by developing future leaders and retaining retirees’ clients.

more: covid-19: how your firm can respond | reward partners for performing like partners | 7 points of a well-crafted partner buyout agreement | 6 ways to retain nextgen staff | partners: when to speak up and when to shut up
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if you are a small firm with partners who love what they do, have no hobbies to pursue in retirement and basically want to die at their desks, then no, it may not be a best practice. these partners are saying: “this is my firm and no one tells me when to retire, especially based on my reaching some arbitrarily decided age.”
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covid-19: how your firm can respond

creating the “new normal.”

by marc rosenberg
the rosenberg practice management library

for the first time in most of our lives, an international health crisis has the makings of a science-fiction scenario becoming reality. the situation puts us in uncharted territory and experts tell us will get continue to worse before it gets better. the optimist in me says this too shall pass, but i also feel that the world will learn from this crisis in ways that will last forever once this is over.

more: reward partners for performing like partners | merging in sellers: what you need to know | take yoda’s advice on strategic planning | 15 amazing organizational tactics to manage a cpa firm | 6 ways to retain nextgen staff | how to develop a truly progressive nextgen culture
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a cultural shift that will permanently change our lives

retired lieutenant general russel honore was interviewed on television recently. he was the joint task force commander for hurricane katrina. when asked if we’re doing all that we need to do, he responded: “we need to optimize virtual work. there will be a cultural shift in america that will permanently change our lives. we will finally see that we don’t have to drive crosstown to sit in front of a computer.”
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how not to develop your practice

these activities aren’t your savior.

by marc rosenberg
the rosenberg practice management library

discipline 4 activities support disciplines 1, 2 and 3. they comprise your firm’s efforts to promote the firm and drive selling opportunities to the firm.

more: 6 keys to developing new client prospects | now is the time to activate your referral network | the 4 marketing disciplines | why you have to kill the old paradigms
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

a contrarian view

read this carefully because it is one of our most powerful messages.
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6 keys to developing new client prospects

dashboard screenshot
dashboard in able

also: the 8 steps of a nurture campaign.

by marc rosenberg
the rosenberg practice management library

there are three sources of new business:

  • existing clients, in the form of expanded services and referrals to other clients.
  • referral sources such as lawyers and bankers.
  • prospective clients.

more: now is not the time to let your referral opportunites lapse | does your firm recognize all its skills? | protect and grow existing clients | the 4 marketing disciplines | 15 powerful niche marketing practices | 19 takeaways from the history of cpa firm practice development | why you have to kill the old paradigms | are you ready for the great disruption?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we further state the following, based on countless experiences and conversations with cpa firms:

  • the time you spend prospecting for new clients should be roughly 15 percent of your time. the bulk of your time should focus on existing clients and referral sources.
  • you can expect that roughly 10 percent of your growth will come from new clients. the bulk will come from existing clients and referral sources.

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