Company, Marketing, Referral Marketing and social media

Poll: Top challenge of valuation practices is attracting new clients

Abrigo

APRIL 7, 2017

Consider downloading a free checklist, Marketing Checklist: Maintain Or Grow Your Practice , of tips and techniques to grow your firm. A post from the AICPA, The New Realities of Referral Marketing for CPAs , identified how the process of client referrals has grown more complex through time with the surfacing of the consumer decision journey.

Referral Marketing

Referral Marketing social media Taxes Resources

We analyzed 7 of the fastest-growing personal finance apps of all time to figure out the secrets to their success — here’s what we learned

CB Insights

OCTOBER 10, 2017

These companies are making it easier to make a budget, invest, and buy stocks, as well as to get loans and credit cards. It’s even harder when your target market would rather never think about what you’re trying to sell them — retirement, for example. Use pre-launch marketing to build both trust and hype.

Tools

Tools Millennials US Maine

Community Banking Brief

Poll: Top challenge of valuation practices is attracting new clients

We analyzed 7 of the fastest-growing personal finance apps of all time to figure out the secrets to their success — here’s what we learned

Webinars

Stay Connected