02/24/20 Top recommended marketing links for financial firms

The Marketing Fix Newsletter

Here’s 5 articles and links that caught our attention that we’d like to share with you.

Our philosophy: In order to fix your marketing you need a combination of the right tools in your toolbox and the knowledge to know how to properly use them. Regularly reading curated marketing content for financial firms will help you to keep your tools sharpened

B2B Services Need Reputation Management Too | GatherUp

Source: gatherup.com

FIXYR’s VIEW – We were very fortunate to have the opportunity to speak with Mike Blumenthal, considered the FOREMOST marketing expert on Google Maps, and discuss the need for reputation management for B2B / Professional / Financial Firms. We had a great conversation and since then we’ve been discussing the impact that online reviews can have on businesses. This week we’re sharing Mike’s article, and next week we’ll share the article we wrote in response.

Recently I spoke with Apoorv Dwivedi, the head of an agency that specializes in servicing accountants and financial advisors. He noted that his clients get very few, if any, reviews because there aren’t many reviews to get. Then he asked me this: Can B2B financial services that have a very small number of clients who … Continue reading “B2B Services Need Reputation Management Too”


The 12 Best Marketing Strategies to Grow Your Accounting Firm

Source: www.wickersham.co.uk

FIXYR’s VIEW: Wickersham, a UK marketing advisory firm for accountants, does some great work. In this article they discuss 12 tactical approaches that accounting firms can take. What is not discussed in this article is why to choose one approach over another, or how they can be integrated together for even better results. 


Evolve your firm with these 12 questions

Source: www.journalofaccountancy.com

To survive change, CPAs need to be willing to alter business models and revamp legacy processes and services.


Why You Need to Consider Outsourcing in 2020

Source: www.accountingweb.com

FIXYR’s VIEW: There’s some great viewpoints on here on the benefits of outsourcing accounting work. 


Selling the Invisible Value – How to Sell Services

Source: www.youtube.com

FIXYR’s VIEW: This is an older video, but it’s a good watch for anyone in financial services and how to sell the intangible.