Now that it’s May and summer is just around in the corner, it’s important to stay on the top of your game at the workplace, even in the middle of family vacations, time at the pool and barbecues. So, when you’re laying by the ocean or pool, it’s easy to get out your phone to check up on the latest trends in marketing, branding and maybe even learn a few new practices that you can bring back to your company in the fall to kick off an even more productive year.
If you a want a start, here is a rundown of some of our favorite articles that can help you work more efficiently.
If you want to become INVINCIBLE, you can’t be INVISIBLE. Typically, advisors stay within their own little orbit of clients and centers of influence.
According to FiComm Partners, it is important to build a strong brand.
Second, you need to launch that brand out into the universe. Your old marketing ideas were fine for reaching your existing circle. Now you want to go much bigger, bolder, brighter.
Lastly, you need to set goals and make sure that they are achievable.
The accounting industry may be undergoing some significant changes. A State of Accounts Report showed that 37% of small- and medium-size businesses think that the service is being automated to such a degree that it’s possible they may not need an accountant in 10 years’ time. This finding makes it all the more important for CPA firms to innovate and improve their accountant marketing strategies.
Read more about this topic at Fit Small Business from 25 marketing professionals in the business.
Have you hit a plateau in your business? Do you feel like you need to make some changes to your advisory practice, but the idea of making those changes to your business totally overwhelms you? Kristan Wojnar of EFT Database, has provided great insight on small things that can make your firm better.
The truth is that you do not have to completely overhaul your advisory business to make a significant impact on the bottom line. In fact, even the slightest changes done consistently can make a major difference in your business.
The key is to simply make subtle adjustments in how you operate your business. If you make one minor tweak followed by another consistently, over and over, these series of small adjustments will produce tremendous results.
4. Marketing Strategies to embrace and which to leave behind-Robert Sofia on the Becoming Referable podcast via The Client Driven Practice
CEO of Snappy Kraken, Robert Sofia, knows that one of the biggest challenges for advisors is automating communications to clients and prospects in a way that is meaningful and drives results for engagement and growth.
According to the recently released 2018 Global State of the Media Report, 71 percent of journalists and influencers think the public has lost trust in them.
While troubling, it’s not surprising. Fake news, poor reporting practices and extremist groups masquerading as media outlets all contribute to an industry that struggles to define for the public what is true and accurate and what is not.
But it’s not all bad. Journalists who feel they’ve lost trust has decreased from 91 percent in 2017, which means that fewer feel they are losing ground with the public. Why the change?
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