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From Good to Great: Using Thought Leadership to Become the Trusted Advisor

FROM GOOD TO GREAT: USING THOUGHT LEADERSHIP TO BECOME THE TRUSTED ADVISOR

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 10, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Who Should AttendCPA - medium firm
Other
Course Description

Trusted advisors provide value to clients all year round - an effort that becomes more challenging with more clients. Thought leadership can bridge the gap by helping you stay in touch, build stronger relationships, and better serve clients and prospects.

In this session, you’ll learn step by step how to showcase your expertise on your website and consistently communicate valuable information that further establishes you as the trusted advisor. You’ll learn strategies to make your services, personnel, and expertise stand out and differentiate you from your top competitors.  

Learning Objectives: 


  • Define how to showcase thought leadership on your website

  • Define the types of thought leadership content you can create

  • Identify the different types of technology for managing contacts and email communications

  • Identify the components of an ideal email and communication frequency

  • Define specific actions that all colleagues can take to help with marketing

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jamie Miller

Marketing by Numbers
Partner and Cofounder
[email protected]
(314) 433-5800

Marketing by numbers logo

Before Marketing by Numbers, Jamie was an Account Executive with Hatchbuck for over six years. Jamie worked with business owners and marketing professionals every day, helping solve the problem of better communicating with prospects and clients.

Jamie has over 15 years of sales and marketing experience, working in both corporate and start-up environments. He is an expert in marketing, video production, and automation, all of which help provide the foundation for the Marketing by Numbers service offering.

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Don Breckenridge

Marketing by Numbers
Partner and Cofounder
[email protected]
(314) 433-5800

Marketing by numbers logo

Prior to Marketing by Numbers, Don was the Co-Founder and CEO of Hatchbuck (now BenchmarkONE), a sales and marketing platform that combines CRM, email marketing, and marketing automation into one easy to use software package. The Hatchbuck software is used by thousands of business owners and marketing professionals to communicate with millions of prospects and customers each month. Hatchbuck merged with Benchmark Email in 2019 and now has over 150 employees globally.

Prior to Hatchbuck, Don was the Co-Founder and CEO of Sendouts, an applicant tracking software for third-party recruiters. Sendouts grew to serve thousands of recruiters and was acquired by Bullhorn and Vista Equity Partners in 2012.

About Our Presenter

Marketing by numbers logo
We combine CRM, thought leadership content, and marketing strategy to help accounting firms showcase their expertise to clients and prospects, and generate intelligent conversations that lead to new business opportunities.