Are you onboard with your onboarding process?

Are you onboard with your onboarding process?

You have a great firm, it’s growing as you’ve mastered your sales process and get good referrals. However, could you improve your onboarding  process? Does the way you welcome new clients mean they immediately think about passing you more leads, or is it a chore that...
Better marketing is like ripe Camembert, are you?

Better marketing is like ripe Camembert, are you?

Better marketing improves the amount of good business you do, and can save your time! Having spent a few weekends in France lately I’ve been enjoying their approach to cheese (and I love cheese at the best of times). But ripe cheese that is oozing with flavour,...
The crowded station method to improve your marketing.

The crowded station method to improve your marketing.

What’s marketing got to do with a crowded station? What is pulse marketing, why is it totally rubbish, and are you guilty of it?  If you want to improve your marketing, getting better leads into your practice, stop any pulse marketing you are doing.  The crowded...
Is January a good time for accountants to be marketing?

Is January a good time for accountants to be marketing?

I’ve been observing accountants over the last month. There seems to be a split in how they cope with the January SA silly season. There are some (actually pretty smug) accountants who are telling me – ‘silly season? what silly season? Our practice...
Networking groups

Networking groups

How do you feel about networking groups, and to get business from them? Do they help your ability to be perceived as an expert, improving your bottom line? Do networking groups work for you, or do you consider networking to be something far bigger? I was shocked...
When I banned emails and letters.

When I banned emails and letters.

Yes, you did read that title! This is what happened when three Accounting firms banned chase up emails and chase up letters for managing clients. Let’s be honest, wouldn’t you like to know what happened?   Managing Clients Many businesses need to chase...