CPA firms tend to treat retreats as onetime events. It's usually in the fall when one of the partners asks, "Isn't time for us to hold our annual retreat"?

Retreats really should be an integral part of managing the firm throughout the course of the year, not just for those few days. Many firms actually use retreats to avoid discussing critical firm issues. Here are my top four reasons for firm leaders not to hold retreats:

 Full Article    Save Article  
 Questions, just email me  

What do the following scenarios have in common?

• The CEO and CMO of a regional firm began providing partners with new measurement tools and processes to help them correlate their marketing decisions with the firm's strategic plans. They also incorporated their key metrics with the firm's accounting department, so that their metrics had financial credibility.
• A global professional and financial services firm built and implemented new marketing and business development connections that improved optimal value delivery for clients. The program also served to simultaneously grow individuals' professional competencies.
• The new Chief Sales Officer of a regional professional firm developed new marketing and business development integration tools that accelerated the process in which practitioners connected marketing to selling and selling to client service. These frameworks and new cultural norms are driving strong revenue gains, even in a difficult economy.

·         The CMO and CFO of a global public professional service firm teamed up to dramatically improve the cost effectiveness of the company's marketing expenditures. 

 Full Article    Save Article  
 Questions, just email me