Every time you go to a networking event or get introduced to a new CPA by a client or referral partner, you have an opportunity to grow your email list. And if you haven’t heard, there’s money in your list. Big money. While you can’t collect a stack of cards at an event and throw […]
Sometimes, financial advisors need to get a little creative in order to get the attention of the CPA’s that can refer boatloads of clients to them. This month, we’re going share four creative strategies to do just that. And chances are, you’ve never considered any of them—until now. If there’s one area in marketing that
Last week, we started this month’s blog series by sharing How To Create A Website That Converts. This week, we’re going to help you learn how to effectively promote your business on social media. If you’re not showcasing your business on social media, well, you should be. You’ve got tons of new leads that are
Last week, we started this month’s blog series by sharing How To Get Noticed By CPA’s. This week, we’re going to help you learn how to use social media to connect with more CPA’s. 10 Ways To Connect With CPA’s On Social Media Look for CPA’s that your clients are already connected with on LinkedIn.