Stay accountable with the right Marketing Action Plan (MAP) for your practice!

Brainstorm with our CheatSheet™...: Download our Practice Marketing CheatSheet from the FREE STUFF Library. The CheatSheet shows every marketing idea you can do, not necessarily what you should do.

At our PMA sessions, we develop new ideas to bring out your distinctive expertise and personality to you target market and centers of influence. Our CheatSheet is a cornerstone.
Stay focused with our Dashboard™...: With cascading (result) goals clearly written, we focus much of our time toward action goals. The Dashboard reminds us of the basic habits we will always sustain as we market our practice and personal brand. For rainmaker roundtables & workshops, this is a cornerstone.
1-liner Referral Trigger Worksheet™...: Ultimately, our marketing efforts help to bolster and boost referrals. The more we are remembered and recognized, the more recommendations, and thus referrals, we gain. Instead of a long-winded introduction, we focus our energy a simple-to-repeat 1-liner formula: "Who to say What to When."
The 10 Basics™...: Before we craft unique marketing strategies for your practice or personal brand, we will help to organize your marketing efforts. This happens through what we call "The 10 Basics." These include cleaning up & uploading your contact database, your sales funnel, your testimonials, your e-blasts, and basic marketing materials.

1-on-1 COACHING & RAINMAKER TRAINING

Marketing is ultimately about keeping track with consistent habits, according to a Marketing Action Plan (MAP)... and then reviewing and improving our personal marketing efforts.

It's always easier to achieve results when somebody else is holding us accountable to simple Action Steps, toward larger goals. We can help you, your partners, or your associates 1-on-1. We can also create grow more effective rainmakers within your firm.

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ANECDOTES & EXAMPLES:

DENNIS HABER, Esq., became the author of Piggy Bank Your Home: Tap Into the Power of a Reverse Mortgage in March 2008. The book is available through any bookstore, including Barnes & Noble, Amazon.com, etc. Dennis originally created a prototype of his innovative book and was working with a graphic designer.

Vikram Rajan, our lead Practice Marketing Advisor™ helps Dennis hand-in-hand with the copy editing, content improvement, blogging, and now new special editions and marketing guidance.

For example, Dennis was able to arrange the stellar list of endorsements and forewords from leading professionals. Dennis' book has been endorsed by the Alzheimer's Association of Long Island; we interface with their web master to arrange on-line sale integration. Dennis has received press, column invitations, and special orders by actively blogging, with our insistence.

Click for the book's website MARTIN E. LEVINE, ChFC, CPA, MBA is the author of the Widow's Survival Guide and is authoring the interactive workbook edition. This new and improved edition will be used by widows/widowers and their families, other CPA's and their clients, and by other financial advisors. Much of the content was already created, but needed to be updated and developed into forms & checklists.

Vikram Rajan, our lead Practice Marketing Advisor™ helps Marty to stay focused on his financial services Marketing Action Plan as the book is only one component. As Marty works with other CPAs, his book and the new workbook help differentiate and focus his personal brand of expertise.

Because of the new Widow's Survival Guide workbook, Marty has developed new relationships in his own field and has invigorated client relationships. Both instances have created strategic projects that should strengthen his core business, plus add new revenue streams. We can't announce them yet, stay tuned to Marty's e-newsletter, which we've also helped to launch!