Marketing Support
We
offer a variety of marketing resources to help our members expand
their practices. These include publications members can personalize
and use to convey valuable information to clients and prospects,
a marketing workshop and telephone roundtables presenting new
developments and opportunities for marketing firm services,
a member firm marketing survey, a satisfaction survey questionnaire designed to help members
ensure they are effectively servicing their clients, and discount
programs for practice development. Among our marketing tools
are:
Client
Newsletters and Financial Planning Guides - offered
through our member discount programs, they promote the
technical and business consulting services of our members.
Expanding
Our Reach To Serve You Better Brochure - explains to
clients and prospects how they benefit through our members’
affiliation with our Association.
Promoting Your Association Membership - suggested
message to use in a variety of ways to highlight to clients
and prospects the practice advantage of a firm’s Association
membership including access to many services and resources.
Guide for Organizing a Family Business Forum
- designed to help members plan and organize a Family Business
Forum client seminar and contains resource information to assist
members in expanding services to family business.
Family
Business Brochure -
designed to promote the accounting, tax and consulting services
of our members to family businesses.
Client
Satisfaction Survey
- designed to help members ensure they are effectively servicing
their clients.
Staff
Recruiting Brochure
- promotes the benefits of employment with a local firm that
is a member of our Association.
Student
Recruiting Table Sign and Banner
- designed to assist members with student recruiting at meetings
and conferences by promoting the firm’s membership in
our Association.
