Kat Jennings- New Client Acquisition Strategy

It was an interesting discovery and actually took me a few years to understand the barriers that exist for Tax Partners in acquiring new clients. The Partners in public accounting and law firms are actually “on their own” without any substantial individual marketing support in their firms. TaxConnections believes Partners need increased support in their marketing efforts to drive new business.  We will share secrets we have learned over many years that few Partners discuss openly in regards to client acquisition in top legal and accounting firms today.

How do the Tax Partners who bring in business of 4M to 10M annually do this with the majority of Partners bringing in 1M-3M? Why do firms continually tell Partners that their marketing budgets have been reached for the year, even in the first quarter? How can firms have only one or a few people marketing for all the Partners in the firm? What are Partners doing today to compete for new clients?

These are the questions I will answer in this article after speaking to hundreds of Tax Partners privately about marketing their tax expertise. This article reveals secrets Partners do not speak openly of when marketing, while less experienced Partners are unaware this is even happening around them. Fortunately, we have learned these secrets from the Partners themselves.

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