Inside the Fall 2026 Marketing & Business Development Circle
The role of marketing and business development leaders inside accounting firms is evolving.
As AI changes how potential clients discover firms, leadership expectations around revenue grow, and client relationships become more strategic, marketing and BD leaders are being challenged to demonstrate a clearer connection between their efforts and firm growth.
That raises an important question: How can marketing and business development leaders move beyond measuring activity to demonstrating meaningful business impact?
Inside the Boomer Marketing & Business Development Circle, leaders are working through that challenge together. They're comparing how firms measure marketing's contribution to revenue, exploring new approaches to AI search visibility and discussing how better client intelligence and internal collaboration can support growth.
Our latest Inside the Marketing & Business Development Circle gives you a look at what's emerging from those conversations, including:
Why marketing accountability is moving closer to revenue and firm performance
How AI-powered search is changing the way potential clients discover accounting firms
Why stronger alignment across marketing, BD, pricing and client experience matters for growth
Approaches firms are exploring around AI visibility, centralized billing and CRM data
Questions to take back to your own firm
Marketing and business development are becoming more closely connected to the strategic decisions shaping firm growth. The opportunity is to turn better data, stronger relationships and emerging technology into measurable results.
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