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How many registrations and leads can I expect from an online event or webinar?
How many registrations and leads can I expect from an online event or webinar?

Delivering an online event is significantly different from a live event. I’ve provided webinars for years – since the inception of PF and before. In the process I’ve learned a few things about the differences between online and offline events, and the primary difference is the buyer’s progression takes longer with online events. Webinars were […]

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We’re planning a small event. How do we drum up interest, get registrations, get leads?
We’re planning a small event. How do we drum up interest, get registrations, get leads?

You want to run an event, but you aren’t delivering the next Xerocon. There’s no zip line, no stage-the-size-of-a-football-stadium. You’ll invite clients and a few prospects, but you’re not even sure you can get more than 10 or 15 people in the room on the day. You don’t even have a massive budget at this […]

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We are thinking of offering a referral programme to our clients. Seen this work anywhere else?
We are thinking of offering a referral programme to our clients. Seen this work anywhere else?

Several accountants have asked me about referral programmes lately. One client in Canada said, “We are thinking of offering a referral program to our customers… something like 10% of new sign-ups monthly fee as a discount for 12 months. What do you think? Seen this work anywhere else?” In our experience paying people for referrals […]

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9 People who serve accountants well
9 People who serve accountants well

There are so many people who work with accountants. Consultants, coaches, apps, communities…the options to get support as you grow your firm are myriad, and it can feel confusing. Who’s out there to truly help you as an accountant? How do you distinguish the good ones? Are there people and companies who have chosen the […]

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Advice for Xerocon London 2018: Use your phone
Advice for Xerocon London 2018: Use your phone

For all the accountants going to Xerocon London this November, if you want to get the most out of it, at the heart of your attendance will be your phone. I’ve got three things I use it for at any event, but especially Xerocon:  1. Take notes People you talked to, apps you want to […]

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Why you need to send your marketing person to that conference
Why you need to send your marketing person to that conference

  Those who are marketing managers for accountancy firms can have a tough job. In my experience, they love it, are good at it, and they can deliver far more than you may even realise (since the harvest of good marketing is often reaped years down the road). There are a lot of conferences and […]

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I (sort of) want to get started with video. What do I do? How do I start?
I (sort of) want to get started with video. What do I do? How do I start?

You know you need to be doing video, but as an accountant you’re feeling a little… Nervous Worried Confused Uncertain Lost More terrified of this than anything else on earth This whole video malarkey seems like a major undertaking. Do you need equipment? What kind? How do you ensure your videos are “professional” (but not […]

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We’ve won an award! How do we shout about it without showing off?
We’ve won an award! How do we shout about it without showing off?

So your accounting firm has only gone and won an award! You know there is a lot of marketing and PR you can do to make the most of it, but you’re hesitant to brag about yourself. Is it arrogant to say “Look at us, we are awesome”? Could it put people off if you’re […]

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My content is dry material. How do I spice it up?
My content is dry material. How do I spice it up?

When you write accountancy firm content about the problems and issues your clients face, some of that content feels really dry.  Things like… Tax relief Whether to be self employed or set up a limited company Determining whether your employees are contractors Making Tax Digital Which cloud accounting software to use and why You’re right […]

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What kind of marketing actually works?
What kind of marketing actually works?

      I don’t make guarantees very often when it comes to marketing, but I can tell you without doubt that this is what works. 1. Create helpful content. It has to be genuinely helpful (not salesy), and based on the questions and problems your clients have. Read this book. Ideally you are focusing […]

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From cloud accounting software to making tax digital, you don’t have to explain the technicalities of accounting to us. Let’s skip to the good marketing stuff.

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