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[et_pb_section fb_built=”1″ _builder_version=”3.22″][et_pb_row _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” admin_label=”Text”]Over the last few years, I’ve been regularly invited to speak to small and large groups of advisory professionals about their online marketing and prospective client follow-up — and how critical it is for those in our profession to get …

A Simple Marketing System for advisory Websites Read More »

Figuring out how to do digital marketing for accounting firms and tax pros can be a confusing morass of “gurus” (many of whom have never really done anything significant online), geek-speak and expensive programs. But it really comes down to THREE key elements: 1) “Lead Magnet” / Capturing information. 2) Follow-Up / Conversion to client. …

The Three-Legged Stool of Digital Marketing for Accounting Firms and Tax Pros Read More »

As a team, we talk to a lot of tax professionals … and as we’ve done so, I’ve noticed something: Tax professionals, accountants and bookkeepers are frustrated with their existing marketing. We have had many more new advisory firm clients join the AdvisorProMarketer family last year than any previous year, and many of them are …

People Are Frustrated With advisory Firm Marketing Read More »

How you are responding to this cultural moment today (and I do mean today) will go a long way to determining how you will be positioned when it’s eventually subsided. Because you have choices. The world is beginning to split apart at the seams, and arguments are reaching fever pitch. You can focus on all …

What You Are Doing TODAY Read More »

Yep, you heard that right. It’s a new, under-the-radar shift (that Google didn’t announce) that provides a “newsfeed” of sorts of content from friends and nearby businesses. Which has definite implications for how you operate your GMB profile. I love nerding out about this stuff. Perhaps like you do with the tax code (and I …

The maps app is becoming a social media tool Read More »

Over my past 17+ years helping tax professionals like you, I’ve heard many people say that they “didn’t want to market themselves” or that “salesmanship is manipulative and evil.” But marketing AND selling are really about building relationships. And those are vital to our existence. Try this: Take a breath and hold it. Keep holding …

Attract High Paying Clients With 3 Simple Methods Read More »

Most tax or accounting firm owners know that they can genuinely help taxpayers and business owners keep more money in their pocket, and once they get in front of those folks, they’re able to explain exactly how they can do that. But the problem many firm owners face is how to get in front of …

Case Study: From 1 Tax Lead Per Month to 3-5 Tax Leads Per Week Read More »

How do you market your firm during a global crisis? This was a question we tackled for advisory firm owners during the beginning months of the pandemic response. The answer rings true no matter the brand of crisis — financial, health, housing, cultural, or otherwise.  During a time of crisis, people are going to find …

How do you market your firm during a global crisis? Read More »

Everything old is new again. Or, rather … with the abundance of practice-growth “shiny objects” continuing to flood the marketing space, what has become clear over the past few years is that marketing, at its core, is still about building relationships — no matter the widget used to do so. And cream rises to the …

11+ signs that you need to update your firm’s style of tax prep or CPA email marketing Read More »

One of the serious problems with any number of the approaches to organic SEO for accountants and tax firms is that they often neglect perhaps the most significant marketing development of the last 2-3 years… GoogleMyBusiness. Google’s unofficial motto used to be “Don’t be evil”. Hilariously, they stopped using that a few years ago (because …

SEO For Accountants & Tax Firms: 9 Signs Your Marketing Needs To Be Updated Read More »