surveys & research

three steps to thought leadership

by

hand below light bulb

will you create, curate or both?

by anthony glomski and russ alan prince

becoming a thought leader is one of the most effective ways to effectively position you and your practice to the ultrawealthy and the other professionals who serve them. think of it as complementing and augmenting the powerful relationships you are building using the everyone wins process.

more: set your processes apart in nine steps | is it time for your firm to outsource? | raise cas awareness among your clients | which clients are best for cas | how much can automating bank feeds save you? | wants vs. needs: why not fill both? | get sticky with cas
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

while there are different ways people define a thought leader, the following captures the actions and outcomes of becoming a thought leader:
read more →

how to put target marketing into context

by

three people meeting, "strategy" written behind them

combine the best parts of two approaches.

by bruce marcus
professional services marketing 3.0

editor’s note: 卡塔尔世界杯常规比赛时间 was privileged to have a long relationship with bruce w. marcus, who was ahead of his time in his thinking and practice in marketing for accounting. we are publishing some of the late expert’s evergreen work, which retains wisdom for the present.

there is much ado, these days, about niche marketing and target marketing and using mailing lists and knowledge management. how does it all come together to make sense for the smaller accounting or law firm, particularly when there’s a limited marketing budget, and a limited opportunity to reach out to the marketplace?

more: how to build a marketing culture | professional services marketing requires flexibility | how to set marketing objectives | accounting marketing 3.0: new rules | nine fundamentals for a healthy marketing culture in an accounting firm
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

niche marketing is a valid concept, but unfortunately, it is inflated and distorted by suppliers of niche marketing materials. marketing niche marketing material doesn’t make the concept any less valid, although certainly, a distinction should be made between the products of different suppliers. some are clearly better and more relevant than others.

read more →

generative ai coming to microsoft 365

by

 

microsoft is putting a lot of eggs – $10 billion – in the openai basket.

by rick richardson
technology this week

microsoft has recently dominated the tech news cycle as a result of its $10 billion investment in openai, the company that created chatgpt, and a flurry of new products like bing chat. the redmond behemoth isn’t done either; it’s getting ready to introduce a brand-new ai-powered assistant to its office suite.

more tech this week: congress: tax prep companies shared private data with google, meta for years | the first police officer on the scene might be a drone | research: accounting pros cautiously optimistic about generative ai | first e-road charges electric vehicles as they drive | cyber insurance costs rise in health care as attacks soar | phishing attack hackers have a new trick
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

dubbed microsoft 365 copilot, the feature will automate tasks like writing emails, summarizing meetings and even making beautiful powerpoint presentations. even though it all seems too good to be true, microsoft’s initial demos show promise.

read more →

four reasons people struggle with communication

by

chart showing passport to partnership's 7 levels of communication managementplus two things you must demonstrate with existing client relationships.

by martin bissett
passport to partnership

ultimately, when we have to interact with clients, subordinates, superiors or peers, the questions are always the same: who do i need to deliver this information to and what approach would they respond most favorably to?

more: five questions for measuring partner potential | culture can’t be ignored | three questions about your competence | 10 can’t-skip steps for business development | attract clients, don’t chase them | success in business comes second | business won’t come to you | forged in fire: the pains of leadership | a lesson in customer service and reputation | prioritize your prospects | good enough is not enough
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

in arriving at “communication” we come to the most intangible of all the components to obtain a “passport to partnership.”
read more →