PERSONAL BRAND MARKETING podBlogPERSONAL BRAND MARKETING podBlogHow lawyers, accountants, financial planners, real estate, and other Advisors can market and leverage Personal Brands Articles
Distinguish Your Practice
2011-11-18 05:09:00 On May 11, 2010, I was a panelist on AICPA/PCPS? webinar: The Future Is Write Now: How marketing your expertise must change! I previewed the webinar in my April column. Pithy writing sparks more referrals when your practice is already distinguished. More and more CPA practices are becoming specialized and focused. Thus, many accountants are enjoying ... More About: Practice
How to Market Mediation Practices
2011-05-18 02:54:00 On March 11, Mark Bullock gave a talk to about 35 members of the Family Divorce and Mediation Council of Greater New York (FDMC) on the subject How to Market Mediation Practices. The Family and Divorce Mediation Council of Greater New York (FDMC) is a membership organization made up of mediators, lawyers, mental health professionals, and ...
NYSCDM 28th Annual Conference
2011-04-30 21:15:00 Practice Marketing Advisors Sponsors NYSCDM 28th Annual Conference Practice Marketing Advisors (PMA) Mark Bullock and Vik Rajan are proud to be sponsors of the New York State Council on Divorce Mediation?s 28th annual conference entitled Mediation, Taking It to the Next Level. The Conference will be held May 5-7, 2011 at The Doubletree Inn, ...
Consistency is the key to blogging, networking & newsletters
2010-12-14 18:28:00 Over the summer, my partner (Mark Bullock) and I finally became frustrated! We would show our clients what to do, how to do it, and even schedule marketing activities into our clients’ calendar. Inevitably, some exigent client or staff matter would arise. Our clients simply could not take time away from clients, practice management, or family ... More About: Networking , Blogging , Consistency
Six Marketing Seasons of 2010
2010-11-27 03:24:00 Sow your marketing seeds now before tax season really besieges your practice. Let?s take a bi-monthly approach. Two-month seasons help you to better focus your time and money. Six seasons: 1) January and February, 2) March and April, 3) May and June, 4) July and August, 5) September and October and 6) November and December. Take ... More About: Marketing , Seasons
Has Your Marketing Plan Failed You?
2010-11-13 20:30:00 How using a dashboard can make all the difference. A marketing plan is typically a bound document, predicting the right actions for growth. It usually covers more than a few months, often a year and sometimes longer. It includes your vision, interim goals and other purpose statements of why you?re doing what you intend on doing. ... More About: Marketing
Seminar Marketing
2010-11-01 00:00:00 A new way to zero in on new clientele. October 18, 2010 by Vikram Rajan ?Seminar Marketing ? is a catch-all phrase that includes public presentations, speaking engagements and classes. In some form, it should be a mainstay of your Marketing Action Plan (MAP). When done right, seminars produce a bounty of leads, client loyalty and billing and ...
Make Your Year-End Count
2010-10-27 01:51:00 align="middle">Five marketing strategies show you how You survived September’s quarterlies, and this month’s extensions. As you begin to endure the flurry of compilations, audits, and review, don’t let your marketing lapse! The last quarter is the perfect time for CPAs to grow new business, for two main reasons: 1.In the next few weeks, you will naturally be speaking to your clients. 2.Financial review is end-of-year zeitgeist. Originally published in the AICPA ‘CPA Insider’ newsletter. Please click here to read more >>p> More About: Make , Count
Is Your Business Card Hurting Your Business
2010-10-25 18:27:00 Is Your Business Card Hurting Your Business? Use these strategies to avoid damaging firm growth. Even more than your website, your business card is the single most important marketing material you have. It’s low cost, most kept and most handed out to potential clients (by you and referral sources). Ironically, a CPA’s business card is often the most uninteresting and uninformative part of marketing the practice. While thousands of hours and dollars are used to glamorize websites (and for good reason), a fraction is often paid to designing the form and function of business cards. People take an inordinate amount of time staring (hopefully reading) clever business cards. Moreover, a simple “call to action” on a business card can quickly turn a new acquaintance into your next big client. Originally published in the AICPA ‘CPA Insider’ newsletter. Please click here to read more >>p> More About: Business Card
U.S. Court of Appeals rules New York Attorney Advertising Rules: UNCONSTITU
2010-04-28 22:10:00 I have been speaking about this for the past month… on Friday, Mark Bullock & I will be presenting a CLE seminar to the New York State Council for Divorce Mediation. We will be sharing many marketing techniques for up and coming divorce mediators. Many of them are practicing attorneys, and thus must comply with the attorney advertising codes of ethics. March 12, 2010: U.S. Court of Appeals for the Second Circuit ruling: New York’s lawyer advertising rules are unconstitutional http://www.law.com/jsp/nylj/PubArticleFri endlyNY.jsp?id=1202446174823&hbxlogin =1 HERE’S MY SUMMARY OF THEIR RULING: Actors can portray judges but not fictitious law firms Testimonials from current clients relating to pending matters are OK Attention-getting techniques unrelated to attorney competence are OK (except claims that cannot be measured/verified) Nicknames, Mottos, Trade Names, & Logos – even implying results – are OK UPHELD – Moratorium on targeted advertising Of c... More About: Advertising , Attorney , Rules
AICPA webinar: The Future is Write Now
2010-04-26 21:21:00 Last week, the AICPA published my latest marketing column, which previews my May 11th webinar: AICPA/PCPS The Future Is Write Now: How Marketing Your Expertise Must Change! My column excerpt is below; or click here to read the published column in the AICPA ‘CPA Insider’. The purpose of all marketing writing is two-fold, R&R: It must help you be more Remembered and trigger Response. To enable the right response, e.g., Referrals, your writing must Repeat a simple “call to action.” In other words, what do you want the Reader to do? When should they take action? Why should they choose you? Often, a prospective client or referral source won’t drop everything to give you a call (or give your number to someone else). Rather, you must be Remembered at the right time (“trigger moment”). Moreover, there must be a Reason for them to Recommend you. Beyond your personality, your Reputation increases as you distinguish your expertise, while Keeping It Short & Simple ... More About: The Future , Webinar
It’s not the PowerPoint: YOU make the Presentation
2010-03-08 14:31:00 Many speakers hide behind their PowerPoint slides, I prefer not to use PPTs at all. Instead, I opt for a simple, interactive handout which serves as my notes while speaking and for them to remember. By keeping much of it blank, it forces participants to pay attention! Also, the act of writing reinforces memory (and keepsake value of my collateral). Remember to ask questions: This puts the attention from what you’re saying to what they’re thinking. And what they’re thinking should be what you’re saying! PPT slides are often a crutch for co-dependence; it can be a catalyst for interaction. Also, they may not be plants, but it’s great to interact with participants you know already (and know what they would say already). If you can’t ask them questions, at least mention them. Everybody likes to be complimented from stage! When I do ‘Marketing with LinkedIn’ seminars, I feel obliged to walk through a series of slides of {power} Points and S... More About: Powerpoint , Make
See how your Newsletter Blog Status Updates & profiles move together
2010-02-19 03:56:00 At yesterday’s ‘New Marketing for Practicing Professionals’ seminar yesterday (at the Nassau County chapter of the Society for Financial Service Professionals), I recounted how my client was exasperated at all the different parts of on-line marketing. I quickly mapped out the 3 on-line components necessary for any Branded Expert: newsletter <-> blog <-> status updates (with profiles). Here’s how it looks: I explain a bit of it in the seminar video. More About: Blog , Updates , Newsletter , Profiles , Move
Lawyer Blogs continue to grow momentum from ABA
2009-12-02 17:26:00 For the third year in a row, the American Bar Association is rating the bLAWg 100 as the Cover Story of their December 2009 issue. They have 9 categories of editor-picked blogs which you can now vote for: Click for the complete list. This is extremely significant for the legal profession; the ABA has mainstreamed the ... More About: Lawyer , Blogs , Channels , Momentum
Cards, Gifts, & Parties: Don?t assume
2009-11-17 20:31:00 You can click to read my latest marketing column for the AICPA newsletter, the CPA Insider: ?Tis the season for greeting cards, thank you gifts and holiday party invitations. How to use these to market your practice to better client relationships and bring in better referrals. Unfortunately, the bounty of cards, gifts and parties can be ... More About: Gifts , Parties , Cards
Marketing ideas for Accountants & Attorneys
2009-11-10 23:04:00 Whatever you call it: accountant marketing, marketing accounting or CPA services; lawyer marketing, law firm marketing; client development, networking, referral / word of mouth marketing, seminar marketing, blog / blawg, e-newsletters, book marketing; personal branding, or rainmaking: Let’s discuss it in our own LinkedIn group (of course, you must first be a LinkedIn member). It’s only ... More About: Marketing , Ideas
End-of-year marketing for Accountants
2009-10-27 14:59:00 My monthly marketing column for the AICPA newsletter, CPA Insider, premiered yesterday: http://email.cpa2biz.com/cgi-bin15/DM/y/h esH0Rslgz0HDL0opf0EA You survived September?s quarterlies, and this month?s extensions. As you begin to endure the flurry of compilations, audits, and review, don?t let your marketing lapse! The last quarter is the perfect time for CPAs to grow new business, for two main reasons: 1. In the ... More About: Marketing , Cooperation , Currency
4 steps to Bushels of Business - presented to The CPA Network
2009-10-22 02:51:00 Neil Guilmette of The CPA Network invited me to present a ‘cross/through marketing’ seminar to his Roundtable of accountants. It was a full day of speakers on a variety of topics, pertaining to practice development. While my segment was close to an hour, I’ve included an excerpt as a podcast and the handout embedded below. ... More About: Business , Cooperation , Channels
On-line Marketing for Accountants & Attorneys ~ 88.7 FM WRHU The Profit Exp
2009-10-13 14:37:00 Last week, I was interviewed by Tim Healy of The Profit Express, an hour show on Long Island 88.7 FM WRHU. A 7 minute excerpt is on Youtube, and I just finished editing the full 42 minute interview: More About: Marketing , Channels , On-line
Marketing with LinkedIn - audio slideshow
2009-10-07 17:29:00 Marketing With LinkedIn View more presentations from vikramrajan2. More About: Marketing , Audio , Channels
Creativity vs. Consistency - right marketing habits
2009-07-23 04:08:00 It happened today again. A managing partner of a boutique law firm had never “attempted marketing” because he felt he wasn’t creative enough. In fact, most of his clients already come from [what I dub, passive] referrals. I’m guessing you’re a bit more creative (or at least you have your moments)… You’re at least pro-active ... More About: Marketing , Habits , Competency , Creativity , Consistency
Who is a Center of Influence?
2009-07-14 02:10:00 Tipping Point, by Malcolm Gladwell Unleashing the Ideavirus, by Seth Godin The Influentials, by Edward Keller and Jonathan Berry The phrase ‘Center of Influence ’ or COI is used often in sales & marketing, especially within the Insurance, investment, and financial services sector. Rather than marketing to them, we market through Influentials. Favoring the hub-and-spoke model, I agree with ... More About: Cooperation , Charisma , Target market
Lawyers learning about business
2009-06-06 14:59:00 WALL STREET JOURNAL: MAY 20, 2009 Bankers, consultants and marketers aren’t the only professionals looking to beef up their business skills for competitive advantage these days. At a growing number of law firms, top attorneys are being trained like business people, using executive education courses designed to strengthen management and business skills. Click to read rest ... More About: Business , Lawyers , Learning
SWOT Analysis: Your Marketing Projects
2009-05-01 16:25:00 When I begin working with a law or accounting firm, one of the first steps I go through is a braindump between all the managing partners of current, past, and urgent marketing efforts. We categorize it these 4 groups, so that we can then prioritize, with goals. Soon, a Dashboard can be employed to monitor ... More About: Marketing , Projects , Analysis , Consistency
The (not so) Secret Formula for Success!
2009-03-24 23:01:00 Several recent experiences, both personally and professionally, with my clients & others have deeply reinforced to me what I?ve held as an accurate & authentic formula for what it takes to be successful as a Practicing Professional. I assert it holds true regardless of the state of the economy, or almost any other forces we ... More About: Formula , Cooperation , Charisma , Success , Competency
Gain a Client or Lose a Client, the Choice is Yours
2009-03-15 17:39:00 In an Advisory, Consulting, Coaching model, potential clients often start out skeptical, then get enthusiastic when you show them the results that are possible for them when they engage with you. Then the reality sets in - that they will have to do something & be in action in ways that they are not comfortable ... More About: Cooperation , Competency , Character , Choice , Consistency
President Obama?s Marketing Mistake #2
2009-03-11 22:15:00 First, number 1: When I donated to President Obama ?s campaign, I didn?t receive any collaterals (e.g., bumper stickers, t-shirts, pins, etc.) to showcase either my donation or adoration. I suppose I was as vocal without this minor expense; regardless, the Obama campaign did miss out on an opportunity with millions of others: silent, passive viral ... More About: Marketing , Currency , Content
Founder of LinkedIn, Reid Hoffman, on Charlie Rose
2009-03-07 04:55:00 “Everybody is an entrepreneur.” More About: Founder , Channels , Rose , Charlie , Reid
Is Your Marketing Action Plan Counter Intuitive?
2009-03-02 22:38:00 Now more than ever you need to differentiate yourself from your peers. Everyday you hear that times are tough and that money is tight. This may be the best news that you have heard. What am I saying? Have I lost my mind? Just the opposite: read on. When times are tough and money is tight, ... More About: Marketing , Action , Target market , Plan , Counter
Is Your Brochure Creating Collateral Damage?
More articles from this author:2009-02-23 17:45:00 Have you noticed that many professionals spend a great deal of time and money on collateral literature? They hire a graphic artist and a copywriter to put their masterpiece together. They spend hours discussing design and colors. The finished product is this four color trifold brochure. It tells the history of the business with all ... More About: Creating , Brochure , Collateral Damage , Damage 1, 2, 3, 4, 5 |
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