the three degrees of risk

r-i-s-k: it’s amazing that so simple a four-letter word can be so complicated. by bruce w. marcus there are risks with dire consequences and risks with negligible consequences. there is risk in every human enterprise; in every trade or endeavor. … continued

the 5 worst marketing methods for accountants

update: see the rebuttal,the 3 most unused marketing methods for accountants

by sandi smith leyva
the accountant’s accelerator

there are a couple of dozen different marketing methods that you can use to build your practice, but they are definitely not created equally. in fact, some are so ineffective and costly that we really try to steer people away from them. here are five of the worst for building your practice. read more →

how to leverage your most valuable asset

accountants are just beginning to understand the untapped opportunities in their clients and referral sources.

by sandi smith leyva
author, “10 keys to doubling your revenues”

one of the most valuable assets i have is my list of clients.  i wouldn’t be in business if it weren’t for my clients, and i am grateful for each of you every day.

keeping a formal list of clients and subscribers in a list management system is often overlooked and frequently underutilized, especially in our industry.  there are a couple of reasons for this.  one is that some accountants are just beginning to understand the five big revenue-building reasons to understand the power of email marketing.

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ten things every firm needs to make clear firmwide

the main categories of information for internal communications and management. by bruce w. marcus professional services marketing 3.0 while the substance of information varies from firm to firm, there are 10 categories that cannot go unconsidered: