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- Feb 27
- 1 min
E170 - Business Development The Coordination of Your Marketing and Sales Strategies
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
- Jan 16
- 3 min
Shifting Mindsets: From Client Filtering to Revenue Replacement
In accounting firms, the concept of client filtering often sparks a debate, especially when it touches on the sensitive issue of parting...
- Sep 19, 2023
- 3 min
3 Tips to Develop Fresh Content Ideas
Like many firm marketers, we're always looking for fresh ideas to inspire our content marketing strategy. Many businesses struggle to...
- Aug 7, 2023
- 2 min
Make it rain: Growing your business with PracticePro 365
Business development in accounting—or in any professional service for that matter—is based on developing contacts and cultivating...
- Jul 25, 2023
- 4 min
Bridging the Generational Gap with Business Development
There are five generations in the workplace for the first time in history. People often view this situation as a negative—a conflict firm...
- May 24, 2023
- 4 min
Revamping Your Business Development Process
The ability to provide holistic service is key to delivering value to clients. However, many firms are still stuck in a traditional...
- Mar 28, 2023
- 1 min
E124 - How to Take a New Approach to Growth & Client Filtering
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
- Jan 17, 2023
- 4 min
Business Development: The Coordination of Your Marketing and Sales Strategies
As firms continue to move up the continuum of value and focus not only on compliance work but also on their clients' performance and...
- Jan 16, 2023
- 3 min
Creating a 5-Step Business Development Process
Do new business prospects slip through the cracks? Do you deliver proposals and never hear another word? Do people in your firm resist...
- Dec 13, 2022
- 4 min
Providing an Exceptional Client Experience
Every firm wants to ensure its clients feel valued and cared for. But how do you go about achieving it? Often, clients will have very...
- Dec 13, 2022
- 4 min
5 Tips for Better Client Referrals
If you're like most CPA firm leaders, you value client referrals. After all, according to Annex Cloud, referral marketing generates...
- Nov 8, 2022
- 3 min
10 Lessons Learned from Recording 100 Podcast Episodes
Over the past year, I’ve had the opportunity to help produce podcast episodes for Boomer Consulting, Inc, The Boomer Briefing. But, the...
- Sep 13, 2022
- 3 min
4 Growth Marketing Trends That Can Help You Achieve Your Goals in 2023
If you want to grow your firm in 2023, consider incorporating growth marketing strategies. There are several ways to do this. You can...
- Sep 13, 2022
- 3 min
How to Approach Business Development at a Conference
This summer, I attended Connections 2022, put on by the CPA Firm Management Association. While it wasn’t my first in-person conference...
- Aug 9, 2022
- 3 min
A New Approach to Client Filtering
It seems as though every firm we speak to these days has the same problem: capacity. While there are many ways to look at capacity, most...
- Jul 12, 2022
- 3 min
Technology for Content Creation and Scheduling
Content is a highly effective way to capture and nurture leads. The more relevant content your firm creates, the more trust you build...
- Jun 14, 2022
- 4 min
8 Steps for Setting Revenue Goals
How does your firm set its revenue goals? Do you have a process that you follow? Or is it less scientific? If you’re not thinking through...
- Mar 8, 2022
- 1 min
E70 - Identifying Your Ideal Client
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, the script...
- Feb 2, 2022
- 4 min
5 Ways to Get Media Attention for Your Firm
by Heather Robinson, Marketing Manager Every business can benefit from positive media attention, including accounting firms. Press...
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