Niche Marketing: Top 5 Marketing Mistakes Accounting Firms Make (And How to Fix Them)

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Speaker - Janel Sykora

1 CPE Credit Available

Field of Study - Communications and Marketing

Is your accounting or bookkeeping firm struggling to attract the right clients despite your expertise? You're not alone. Many financial professionals excel at their technical work but miss marketing opportunities that could transform their practice.

In this Be Insightful webinar, you'll discover the five most common marketing pitfalls that hold accounting firms back—and learn practical, implementable solutions to overcome them. From refining your messaging to capturing more leads and building client trust, this session will give you the tools to elevate your marketing strategy and grow your practice.

Whether you're a solo practitioner or managing a growing firm, you'll walk away with specific tactics you can implement immediately to attract more of your ideal clients and increase your practice's profitability.

Learning Objectives:

By the end of this webinar, participants will be able to:

1. Identify and correct critical messaging issues that prevent attracting ideal clients
2. Discover automation opportunities that dramatically improve client acquisition rates
3. Implement reputation management strategies that convert prospects into clients
4. Uncover hidden lead opportunities that most accounting firms completely miss
5. Develop a sustainable marketing system that builds trust and creates consistent results

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Cost: Must be Premium Content Member (Join Here)

CPE Credits: 1

Subject Area: Communications and Marketing

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation: None

Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer

This is a premium content member's only training event.  You can learn more and join the program here.  Annual membership is $599.  Discounted "Kick Off" pricing is $499 per year through July 31, 2024.  The program includes 3 monthly CPE webinars with 1-2 hours of Q&A following each event plus access to members only content throughout the year.