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3 Effective Steps to Market Your Firm and Generate Client Referrals

3 Effective Steps to Market Your Firm and Generate Client Referrals

by Jennifer Iverson | May 22, 2019 | PASBA feature

The flywheel method of marketing and generating referrals is probably different than anything you have done in the past.  It changes the way you think: instead of focusing on acquiring clients, it forces you to consider the experience of the client. Many companies...
Help Your Clients Plan for their Future and Your Firm’s Could Be Bright Too

Help Your Clients Plan for their Future and Your Firm’s Could Be Bright Too

by Jennifer Iverson | May 3, 2019 | PASBA feature

Now that the April 15 deadline for submitting 2018 returns has passed, you and your clients may already be thinking about tax planning as it relates to the April 15, 2020 deadline. With the recent changes in federal tax law, it’s the ideal time to reach out to...

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