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Cross-selling additional services: Are Accountants “#%*%ed up” about selling?

I’ve had some very interesting conversations with accounting and financial planning practitioners this week.   READ FULL ARTICLE


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Marketing Tip in 60 Seconds: Use an Email Marketing System

When you send your client newsletter via email, don’t simply send it as a PDF attachment to the email, but instead use a proper email marketing system such as MailChimp.com.    READ FULL ARTICLE


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