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Secrets About Client Acquisition By Tax Partners In Public Accounting And Law Firms | TaxConnections
It was an interesting discovery and actually took me a few years to understand the pattern that existed in how Tax Partners were able to acquire new clients. The mentality of “You are on your own” with client acquisition is not what any Partners need to hear today but this is precisely what is happening. Partners need to be supported better in their marketing efforts so we came up with a remarkable solution. However, before we provide a solution we want to share some secrets few know about new client acquisition in top legal and accounting firms today.How do Tax Partners bring in business of 4M to 10M annually with the majority bringing in 1M-3M? Why do firms tell Partners by May that their marketing budgets had been reached for the year? How can firms have only one or few people marketing for all the Partners in the firms? What are Partners doing behind the scenes 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 most Partners do not speak openly of when marketing for their firms and many not even be aware. Fortunately, we have learned these secrets from retired Partners.