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|

Transparency vs Honesty: Building Client Trust

If you're offering financial advice, you know how important it is to build trust with your clients. But here's something that often gets confused—transparency vs honesty in marketing. While they're related, they aren't the same thing. Honesty has become something of a buzzword, frequently used to describe practices that are [...]

By Kristy Gusick|2024-12-10T09:04:45-06:00December 9, 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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