One of the most common marketing mistakes professional services firms make is starting in the middle. Rather than developing a clear marketing strategy first, firms often jump straight into tactics: Investing in better SEO. Launching a new website. Increasing LinkedIn activity. Publishing a blog. Starting an email campaign. Each [...]
When professional services firms talk to me about marketing, one of the most common things I hear is, “We need more leads.” But do you really need more leads? Or do you need more of the right leads? There’s a big difference. For accounting firms, financial advisory firms, A/E/C firms, [...]
One of the first questions we hear after presenting a completed marketing plan is: "So...what level of ongoing marketing support do you recommend?" It's a fair question, and the answer is never the same. At Align Marketing Group, we don't believe in forcing every client into a predetermined package or recommending a monthly retainer [...]
When your firm reaches a certain point of growth, marketing demands start to outpace bandwidth. The instinct might be to recruit a CMO- someone to take ownership of strategy and brand direction. But in today’s market, what most firms truly need isn’t another executive title. It’s a marketing partner [...]
You already know your firm needs marketing to grow, but building a full in-house team can feel like an uphill climb. Between hiring, training, salaries, and keeping up with ever-changing marketing tools, the cost of doing it all internally can quickly outweigh the benefits. That’s [...]
Marketing doesn’t have to feel like mayhem. Between client calls, tax deadlines, and a never-ending to-do list, it’s easy for marketing to slide to the bottom of your priorities. That’s where Fractional Marketing Support comes in; think of it as having a team of experts on call without the [...]
Thinking about hiring an outsourced marketing team? You’re not alone. Many firms reach the point where managing marketing in-house feels overwhelming, and outsourcing starts to sound like the smarter, lighter option. The good news is- it doesn’t have to be intimidating. An outsourced marketing team works like an extension [...]
If you’ve ever found yourself pouring endless time and energy into relationships that drain more than they deliver, you know the importance of identifying your A-level clients. Too often, client evaluations rely solely on revenue numbers or personal impressions. The reality is that the best clients consistently reflect both [...]
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 [...]
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 [...]