Monday, April 30, 2012
Partner Accountability - The Holy Grail of Professional Services Marketing?
Last chance to join the discussion! Today 1:00 - 3:00 EDT...go to ishade dot com and look for ask the experts.
Lisa Tierney, CLSC, Founder of TIERNEY Coaching & Consulting
Partner Accountability - The Holy Grail of Accounting Marketing
Date: Monday, April 30, 2012
Host: Lisa Tierney, CLSC, founder of TIERNEY Coaching & Consulting
Time: 1:00 - 3:00pm ET
In this iShade Ask the Expert, Lisa Tierney will answer your questions about partner accountability. Examples Include:
What are best practices for improving accountability at the partner level in CPA firms?
How can you expect staff at all levels to be responsible for important things like:
outstanding client service,
cross-selling services to existing clients,
maintaining strong relationships with appropriate referral sources,
participating in - and tracking - their marketing efforts – if the partners don’t do it?
Login to iShade, Monday, April 30, 2012 between 1:00pm and 3:00pm Eastern, go to the Practitioner to Practitioner Group and look for the Discussion Topic, "Ask the Expert: Lisa Tierney - Best Practices - Partner Accountability: The Holy Grail of Accounting Marketing" Lisa will be on call to address the nuances of accountability – including consequences and motivational direction – to help you identify the obstacles at your firm and educate and empower your professionals toward accountability. It can be done! Let’s talk turkey about being held accountable.
Monday, April 23, 2012
Partner Accountability - The Holy Grail of Accounting Marketing
What are best practices for improving accountability at the partner level in CPA firms? How can you expect staff at all levels to be responsible for important things like: outstanding client service, cross-selling services to existing clients, maintaining strong relationships with appropriate referral sources, participating in - and tracking - their marketing efforts – if the partners don’t do it?
Please join me as I facilitate a LIVE, online chat (Q&A) on IShade to discuss the touchy subject of partner accountability. Just log onto www.Ishade.com and go to Ask the Experts...start typing away!
Date: Monday, April 30, 2012
Host: Lisa Tierney, CLSC, founder of TIERNEY Coaching & Consulting
Time: 1:00 - 3:00PM (EST), 12:00 - 2:00PM (CT), 10:00 - 12:00PM (PT)
Login to iShade, on April 30th, 1:00 – 3:00 (EST), go to the Practitioner to Practioner Group and look for the Ask the Experts section: "Partner Accountability: The Holy Grail of Accounting Marketing" Lisa Tierney, CLSC, founder of TIERNEY Coaching & Consulting will be on call to address the nuances of accountability – including consequences and motivational direction – to help you identify the obstacles at your firm and educate and empower your professionals toward accountability. It can be done! Let’s talk turkey about being held accountable.
Friday, April 20, 2012
I am posting the resume of an outanding professional who nees a job FAST
Cindy has worked in investments and mortgages for years. She was very successful but the recession has kept her from employment for too long and now she is in danger of losing her house. She is my neighbor and friend and I would like to help her find a job - in May!!! Please review and pass along to anyone you think might be able to use her in the Philadelphia area - as an administrative assistant - anything! She needs verified employment so the bank wont' foreclose. God bless!
Cynthia E. Thomas
209 Brookdale Court • Dresher, PA 19025
Home Phone: 215.793.9692 • Cell Phone: 215.870.9820
c.thomas@verizon.net
CAREER OBJECTIVE
To establish a rewarding and fulfilling career within a company that values my contributions. I bring an enthusiastic attitude and will utilize my strong moral and work ethics as I interact with both co-workers and clients. I have excellent people skills, with the ability to analyze information and problem solve.
EMPLOYMENT EXPERIENCE
2011-2012 Morgan Properties
Assistant Property Manager Philadelphia, PA
• Assist the Property Manager with daily administrative property operations
• Liaison between management and residents
• Resolved residents leasing issues
2007 – 2008 SA Jenkintown, PA
Outside Sales / Product Specialist
• Created the Business Plan & Implemented the strategy
• Created marketing material in support of the business plan
• Achieved the highest sales volume within team and department as a new employee
2002 – 2007 Resource Investments Limited LLC Pennsauken, NJ
1986 – 1990 Acquisition Manager / Marketing Manager
• Reported directly to the Principal Co-Founder
• Met with prospective Sellers to negotiate advantages of acquiring their investment holdings
• Performed Due Diligence
• Analyzed and evaluated financial and business records of the acquisition
• Made acquisition recommendations to senior management
• Presented face to face Offers to Sellers
• Built and established ongoing solid relationships within the Real Estate
Investment Industry
• Increased resident retention in company owned properties
1990 - 2002 World Mortgage Company Berwyn, PA
Senior Account Executive
• Top producing loan officer in the East Coast Region – 11 year member of
President’s Club
• Serviced private mortgage brokers, realtors, accountants, attorneys,
financial planners and homeowners
• Created business literature in support of new business development
• Authored and conducted customer presentations and educational seminars
EDUCATION
2008 to 2010 Mercer County Community College – courses toward a BS in Small Business Management
Temple University – courses toward a BS in Business Administration – Real Estate
National Apartment Association Education Institute of America – Sales Associate License
World Savings & Loan Associate Sales Training Program
Cynthia E. Thomas
209 Brookdale Court • Dresher, PA 19025
Home Phone: 215.793.9692 • Cell Phone: 215.870.9820
c.thomas@verizon.net
CAREER OBJECTIVE
To establish a rewarding and fulfilling career within a company that values my contributions. I bring an enthusiastic attitude and will utilize my strong moral and work ethics as I interact with both co-workers and clients. I have excellent people skills, with the ability to analyze information and problem solve.
EMPLOYMENT EXPERIENCE
2011-2012 Morgan Properties
Assistant Property Manager Philadelphia, PA
• Assist the Property Manager with daily administrative property operations
• Liaison between management and residents
• Resolved residents leasing issues
2007 – 2008 SA Jenkintown, PA
Outside Sales / Product Specialist
• Created the Business Plan & Implemented the strategy
• Created marketing material in support of the business plan
• Achieved the highest sales volume within team and department as a new employee
2002 – 2007 Resource Investments Limited LLC Pennsauken, NJ
1986 – 1990 Acquisition Manager / Marketing Manager
• Reported directly to the Principal Co-Founder
• Met with prospective Sellers to negotiate advantages of acquiring their investment holdings
• Performed Due Diligence
• Analyzed and evaluated financial and business records of the acquisition
• Made acquisition recommendations to senior management
• Presented face to face Offers to Sellers
• Built and established ongoing solid relationships within the Real Estate
Investment Industry
• Increased resident retention in company owned properties
1990 - 2002 World Mortgage Company Berwyn, PA
Senior Account Executive
• Top producing loan officer in the East Coast Region – 11 year member of
President’s Club
• Serviced private mortgage brokers, realtors, accountants, attorneys,
financial planners and homeowners
• Created business literature in support of new business development
• Authored and conducted customer presentations and educational seminars
EDUCATION
2008 to 2010 Mercer County Community College – courses toward a BS in Small Business Management
Temple University – courses toward a BS in Business Administration – Real Estate
National Apartment Association Education Institute of America – Sales Associate License
World Savings & Loan Associate Sales Training Program
Thursday, April 19, 2012
How important is social media to the CPA profession? Why?
Social media in and of itself is important to EVERY profession simply because it is becoming the preferred method of communication – period. Just like telephones, then Word processors, then PDAs (personal digital assistants/cell phones) social media is a “must-have” in terms of marketing yourself and the services or product you provide.
LinkedIn (social media in general) has been the greatest thing to ever happen to marketing professional services!
Alas, there are many forums that fall under the umbrella we refer to as social media – and for accounting, there is really just one you need to focus on today – and that is LinkedIn - because MOST (not all, granted, but certainly most) of your referral sources (WHOM you obtain new business from) are currently active in this medium.
Statistically, 1/2 to 2/3 of all new business for CPA firms comes from current clients – and since most industries are well represented on LinkedIn you should be there. (Certain fields like educators or female consumers or if you’re marketing to parents, etc. would possibly dictate other mediums such as Facebook). 25% to 35% of new work comes from attorneys, too, my latest analysis shows, and attorneys are all over LinkedIn!
We tell our clients that LinkedIn is a great tool for connecting with others, researching prospective clients, finding out more, in general, for anyone you are about to meet with – and most importantly, to peruse the numerous groups that are on LinkedIn – groups of people that have come collectively together to hear what YOU have to say. LinkedIn turns asset marketing to permission marketing!! And best of all – it’s free! It requires only an investment of time to learn how to utilize it to your best advantage.
LinkedIn (social media in general) has been the greatest thing to ever happen to marketing professional services!
Alas, there are many forums that fall under the umbrella we refer to as social media – and for accounting, there is really just one you need to focus on today – and that is LinkedIn - because MOST (not all, granted, but certainly most) of your referral sources (WHOM you obtain new business from) are currently active in this medium.
Statistically, 1/2 to 2/3 of all new business for CPA firms comes from current clients – and since most industries are well represented on LinkedIn you should be there. (Certain fields like educators or female consumers or if you’re marketing to parents, etc. would possibly dictate other mediums such as Facebook). 25% to 35% of new work comes from attorneys, too, my latest analysis shows, and attorneys are all over LinkedIn!
We tell our clients that LinkedIn is a great tool for connecting with others, researching prospective clients, finding out more, in general, for anyone you are about to meet with – and most importantly, to peruse the numerous groups that are on LinkedIn – groups of people that have come collectively together to hear what YOU have to say. LinkedIn turns asset marketing to permission marketing!! And best of all – it’s free! It requires only an investment of time to learn how to utilize it to your best advantage.
Thursday, April 12, 2012
If You’re Not Using LinkedIn to Get Leads - You Should!
There are many tactics you should employ to generate leads on LinkedIn. Following are three quick tools & techniques to get you started:
1. Complete Your Profile. Aim for 100% completeness using these tools:
• An appropriate, professional profile photo to reflect the image you want to convey.
• A summary about yourself and what you can (and will) do for your clients. be aware of the ratio of “you” vs. “I”
• At least five skills on your profile. LinkedIn has standardized skills, and you can make your own. Once you come up with five, you will come up with more.
• Full education and work history. Your past school mates, professors, instructors, teachers, bosses, supervisors and colleagues could be your next referrals and clients.
2. Update and Engage. Update your profile often and include any written articles, white papers, etc. You can also integrate power-point presentations, or video testimonials from happy clients. Include a link to your blog and update it regularly. You can join your Twitter and LinkedIn accounts but for more freedom consider HootSuite or Posterous to schedule your posts.
Engage with your connections so that you remain top of mind. A simple status update such as: Working on a new book about shoes will be more effective by including details and a request for opinions: Working on a new book about women’s shoes. Do you prefer heels or flats? Let me know and you could be featured in my forthcoming book!
3. Fish Where the Fish Are - In Groups! According to Alexa, LinkedIn is the 10th most visited website in the United States and the 12th most visited website worldwide. So there is a high probability that your target market is on LinkedIn - and most likely hanging out in a group. Want to reach Red Hat Certified Professionals in Iceland? There’s a group for that! Interested in networking with early adopters of cloud computing in Sweden? That group is nearly 2,000 members strong.
Participate and comment in discussions, and start your own meaningful discussions. If you don’t see a group that fits your interest exactly, create one and invite people to join! It’s simple to do and you will have a rapt audience.
1. Complete Your Profile. Aim for 100% completeness using these tools:
• An appropriate, professional profile photo to reflect the image you want to convey.
• A summary about yourself and what you can (and will) do for your clients. be aware of the ratio of “you” vs. “I”
• At least five skills on your profile. LinkedIn has standardized skills, and you can make your own. Once you come up with five, you will come up with more.
• Full education and work history. Your past school mates, professors, instructors, teachers, bosses, supervisors and colleagues could be your next referrals and clients.
2. Update and Engage. Update your profile often and include any written articles, white papers, etc. You can also integrate power-point presentations, or video testimonials from happy clients. Include a link to your blog and update it regularly. You can join your Twitter and LinkedIn accounts but for more freedom consider HootSuite or Posterous to schedule your posts.
Engage with your connections so that you remain top of mind. A simple status update such as: Working on a new book about shoes will be more effective by including details and a request for opinions: Working on a new book about women’s shoes. Do you prefer heels or flats? Let me know and you could be featured in my forthcoming book!
3. Fish Where the Fish Are - In Groups! According to Alexa, LinkedIn is the 10th most visited website in the United States and the 12th most visited website worldwide. So there is a high probability that your target market is on LinkedIn - and most likely hanging out in a group. Want to reach Red Hat Certified Professionals in Iceland? There’s a group for that! Interested in networking with early adopters of cloud computing in Sweden? That group is nearly 2,000 members strong.
Participate and comment in discussions, and start your own meaningful discussions. If you don’t see a group that fits your interest exactly, create one and invite people to join! It’s simple to do and you will have a rapt audience.
Subscribe to:
Posts (Atom)