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Poll: Top challenge of valuation practices is attracting new clients

Abrigo

Consider downloading a free checklist, Marketing Checklist: Maintain Or Grow Your Practice , of tips and techniques to grow your firm. Client retention is important to the success of a firm and how vital the quality of those clients is to the success of business moving forward. Building your valuation practice?

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What are analytical procedures and their benefits?

Abrigo

Another blog post, How to get referrals and grow your firm , stresses the importance of referrals with client acquisitions and provides advice for generating referrals from satisfied clients or others in your professional network. Jackie McLaughlin, CPA , started her career in a Big 4 public accounting firm.

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Beyond efficiency: Using technology to ramp up a valuation business

Abrigo

Referrals ? Marketing ? How about technology? More than three-quarters of accounting firms that described themselves as “very prepared” to address the most significant trends of the future believe technology will have a major impact on their ability to market the firm, prospect and win new clients, according to the survey.

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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

It’s even harder when your target market would rather never think about what you’re trying to sell them — retirement, for example. Below, we’ll show you: How to use pre-launch marketing to build trust and hype. How Robinhood used an ingenious referral program to build a 1M+ customer waitlist.

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