Leadership
Is Digital Transformation a Good Thing? Here’s What Your Firm Needs to Know
In the last two years, we’ve all become well aware of the term “digital transformation” (DX). It is regularly touted as the next essential step for business development. But what does digital transformation really mean? Many firms immediately interpret this as a shift to only-online operations and an enlarged presence on social media. That is…
Read MoreYou Need More Than Marketing: You Need a Digital Strategy
If you are a managing partner or a marketing professional at an accounting firm, you most likely already engage in some form of digital marketing. It’s easy to think that “doing” digital marketing is the same as having a digital growth strategy. And some might think having a social presence, an updated website, and occasional…
Read MoreHow is the ‘Great Resignation’ Impacting Accounting Firm Marketing?
According to the U.S. Bureau of Labor Statistics, 4.3 million Americans quit their jobs in September. By the end of the second quarter this year, there were nearly 10 million open jobs nationwide. Popularly termed “the Great Resignation,” few industries have been left untouched. Notable entities in the world of accounting have responded by publicly…
Read MoreNiche Marketing for Accounting Firms
In an age of steep competition, many accounting firms are deploying a valuable, ‘tried-and-true’ strategy: nicheing. Specializing into a submarket can help firms to differentiate by refining messaging and product offerings. Capitalizing on demand and finding a foothold in a target market as a result. Content marketing is the most successful kind of marketing, and…
Read MoreYes, Your Firm Can Succeed on LinkedIn
How the impact of active participation can elevate your firm. Many managing partners and firm leaders are dismissive of social media, either relying on low-level marketing team members to manage it or ignoring it altogether. There is one platform, however, that accounting firms need to be on — and active within — which can make…
Read More3 Reasons Firms Don’t Invest in Leadership Development
Many firms don’t get ahead because they don’t prioritize leadership development. The current market climate for accounting, not to mention the pace of change in the industry, has a lot of managing partners carving a hard boundary line for new initiatives. Often placed in the extras category, is leadership development. This is a mistake. Investing…
Read MoreLeadership Training: the Problem isn’t “What,” it’s “Who”
Firms are making efforts to invest in leadership training programs which inevitably experience a low ROI. After the first few attempts, results-oriented leaders invariably give up, writing off the experience as a failed experiment. Sometimes, it is. But as someone who has dedicated the latter part of my career to leadership development, I would offer…
Read MoreStrategic Planning: How to Pass the Baton With Greater Success
Building and executing a long-term strategic plan is the cornerstone of success for every firm. And yet, managing partners often fail to set aside the time to do exactly that. The time partners spend working in the business simply doesn’t leave enough time to work on the business. This is an error that will catch…
Read MoreThe Power Players: The People Who Achieve Digital Marketing Results for Accounting Firms
The business development landscape for accounting firms has experienced a dramatic change over the past year. With new strategies and techniques constantly emerging, the spotlight is now on digital channels. Success in this new digital age requires an entirely new set of skills: data literacy, audience building, thought leadership, and much more. If you want…
Read MoreMarketing for Accounting Firms: 4 Approaches to Adopt in 2021 to drive revenue growth
Over the last several months I’ve been using my prior experience, mostly in digital marketing and sales, to help me map out my journey at Winding River Consulting. I thought right out of the gate everyone would be ecstatic to adopt a strategy that ties marketing dollars to sales revenue in a digital environment Boy,…
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