today's features

firms must plan ahead for partner retirement

bonus: six steps for transitioning clients.

by august j. aquila
what makes a great partnership

the biggest danger facing the future of accounting firms today is not the economy. it is the lack of planning for partner retirement. you would think that this would be one of the most important strategic issues for firms, but unfortunately it is not.

more: retiring partners are valuable assets | how to deal with underperforming partners | when ‘quiet quitting’ hits the partner ranks | nine ways to handle partners with strong views | nine standards for partner compensation
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

without proper retirement/succession planning, the firm is left directionless. and, it is not only planning for the succession of the managing partner that is essential. planning for the retirement of other key partners and non-partners in the organization is important, as well. planning for retirement becomes even more critical when the retiring partner is a founder or a key rainmaker of the firm. often, these individual do not want to leave the firm and remain working at the firm longer than necessary.
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how to build a marketing culture

//www.g005e.com/2016/06/11/adopt-a-marketing-mindset/and the role it plays in client retention.

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.

how do a firm and its people become part of professional services marketing 3.0?

more: professional services marketing requires flexibility | what your marketing program can and can’t do | have you planned how to service your new revenue? | how to set marketing objectives | nine reasons that prospects say yes | how marketing evolved to 3.0 | accountants don’t sell soap. | why competition matters most
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

part of the answer resides in building a marketing culture within a firm, which means that everyone in the firm understands that he or she has an active role in marketing and practice development and understands what that role entails.

it means that professionals have an attitude that grants enthusiastic hospitality to marketing.
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when you don’t know what you don’t know

blindfolded at computerhazards at every stage.

by sandi leyva
the complete guide to marketing for tax & accounting firms

early in my career, one of my favorite things to teach was maslow’s four stages of learning. i still think it’s one of the most valuable and profound pieces of information i have come across in my learning.

more: five stages of any business | five ideas for more summer revenue | eight things to give new clients | five ideas for summer focus | four ways small firms can beat large ones | put your linkedin profile to work | leverage your client list today | why you need a link-in-bio tool | what’s in a (domain) name? plenty | need leads? try a quiz | five emotional skills for entrepreneurs
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

maybe you recall, too:

  1. unconscious incompetence
  2. conscious incompetence
  3. conscious competence
  4. unconscious competence

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what the wealthy getting wealthier means for your practice

young businesswoman using smartphone and tablet at outdoor cafeclient referrals are not enough.

by russ alan prince

the phrase “the rich are getting richer” is right on point. but, in today’s economy, it is a little deceiving.

more: growth during a recession? here’s how | wealthy drive expansion of family offices | does wealth management make sense for your firm? | five business models for wealth management | the life insurance that your firm needs | create family dynasties and add value, roi | four core principles for elite wealth management
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looking at what’s happening, we find that the affluent are under pressure while the wealthy and especially the ultrawealthy, and even more so the super-rich, are still financially distancing themselves from everyone else. what we are seeing is a greater bifurcation of the wealthy.
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three things that rich accountants do

businessman looking at calendar on tabletsoon they’ll become second nature.

by martin bissett
winning your first client

you may be thinking right now, “well, very good, martin, but we have finite time. we’re very, very busy people and we need to get business in the door, and therefore creation of opportunity becomes the issue.”

more: make your expertise a new-client magnet | attract clients, don’t chase them | success in business comes second | business won’t come to you | win your first client: yourself | perception is reality, client version | 10 questions for reconsidering your prices | would you make yourself a partner? | what the next generation of practice leaders faces
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

regardless of whether we’ve got 20 opportunities on our plate today or none, when the next one comes along we can’t afford to be anything other than confident, comfortable, assured relationship builders who have tremendous value to offer. because people will see that body language, those voice tones and hear those words and it will be attractive. they will want to get to know more – they’ll want to be able to look at options. they’ll want to know what you’ll charge, and they’ll want to know what they’ll get for what you charge.
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