Emotional Intelligence (EQ): Boost Client Relationships and Growth

Think about the best client relationships you have. What makes them so strong? Chances are, it’s not just your financial expertise—it’s how you connect with them personally. Of course, clients care about their investments and tax strategies, but they primarily want peace of mind. They want to know they’re in [...]

By Kristy Gusick|2025-03-25T00:06:20-05:00March 24, 2025|

Elevate Your Practice with Business Development Coaching

Are you ready to take your firm to the next level? As a financial advisor, accountant or other professional, you’ve likely mastered the technical skills of your trade—but let’s face it, that’s only half the battle. To truly thrive, you need to be confident selling yourself and your services. And [...]

By Kristy Gusick|2025-03-18T00:23:49-05:00March 17, 2025|

Brand Message vs. Elevator Speech: How They Differ and When to Use Each

You’ve got the expertise, the credentials, and the passion, but how do you communicate that to potential clients quickly and effectively? A well-crafted marketing brand message strategy and an effective elevator speech are two powerful tools. Yet, many professionals struggle to define and refine these essential elements. This article is [...]

By Kristy Gusick|2025-02-25T07:18:43-06:00November 18, 2024|

The Power of Your Firm’s Marketing Plan

Are you ready to take your business to the next level? A well-crafted marketing plan is a necessity that will help you level up. It’s the tactical tool that will guide your firm toward unparalleled success. However, the creation of a marketing plan is merely the first step. The true [...]

By Kristy Gusick|2024-10-05T01:49:30-05:00October 1, 2024|

Charting Success: Strategic Marketing for Accounting Firms

The accounting world is competitive, right? So much so that simply having a good reputation isn't enough. That's where a strategic marketing plan comes into play. In this article, we'll explore how it helps you contend with competition and thrive. By investing in strategic marketing, you can reap a heap [...]

By Kristy Gusick|2025-02-25T07:09:09-06:00May 6, 2024|
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