How to Make Partnerships Your Key Growth Lever

Posted by & filed under Growing Your Firm Podcast, Growth, Workflow Excellence.

This episode of the Grow Your Firm podcast includes a ton of good information, with Brian Baum as our valued guest. He is the president of the Pittsburgh Exit Planning chapter. He’s also a financial advisor at a very credible institution.  In the podcast, he offers an illuminating perspective about partnerships and how to leverage… Read more »

Lesson Five: Where to Find Leads Part 1

Posted by & filed under Marketing for Accountants.

Group review of PC

Finding leads as an accountant can be challenging. So in this three-part series, we’re going to cover 3 different sources of finding leads… offline events, paid marketing, and partnerships. In this post, we’re going to outline offline events and groups that can be a great resource for leads, although be sure to NOT go in… Read more »