Being Known, Liked and Trusted is not sufficient. There are 5 steps in the chain.

By |2019-08-12T11:46:07+00:00August 13th, 2019|Accountants, Appearance, Dependability and trust, Experience and expertise, Facebook, Linkedin, Marketing and promotion, Networking, Referrals, Reputation, Social Media, Starting out, Twitter|

You have probably heard the old networking idea that it's important to help people get to know, like and trust you.  Only then will they buy from you. Only then will they even consider becoming your client. This idea originated in the book ‘Endless Referrals', written by Bob Burg, who said: “All things

Do you make this mistake online instead of creating a good first impression?

By |2019-01-29T09:37:03+00:00January 29th, 2019|Accountants, Appearance, Facebook, Linkedin, Marketing and promotion, Social Media, Twitter, Websites|

I have never ‘swiped’ someone’s profile picture as online dating didn’t exist when I met my wife. The whole concept of swiping left or right is quite alien to me. I was curious though so asked a friend to show me how this ‘swipe left’ and ‘swipe right’ business works. It quickly became

What can you do about all the competition from other accountants?

By |2019-01-21T09:20:41+00:00January 22nd, 2019|Accountants, Business messaging and branding, Linkedin, Marketing and promotion, STANDING OUT, Strategy, Websites|

One of the accountants I spoke with recently has been struggling for over three years to build their own practice. Although they had won a fair few clients in year one, some have since moved on. The accountant feels their service is good enough and that their fees were not excessive.  They

Who gets to decide what are your top skills and expertise?

By |2019-01-08T15:12:22+00:00January 8th, 2019|Accountants, Business messaging and branding, Career development, Experience and expertise, Key Business skills, Linkedin|

What are your top skills?  The key question though is not what YOU think they are, but what other people believe you are good at. What do your contacts and connections say when they reference and recommend you? And what do your clients say? A few years ago I had a surprise

Debunked: Building brand awareness for your accountancy practice

By |2018-10-11T09:49:19+00:00October 9th, 2018|Accountants, Business messaging and branding, Linkedin, Marketing and promotion, Sole practitioners, STANDING OUT, Twitter|

Think about ten top accountancy brands. Or at least the ones you can remember. How many of those do you think your typical client would be able to name - or would even recognise? Once you move outside of the accountancy and finance professions, brand awareness drops off very fast. Even the

How can accountants use Linkedin for marketing purposes?

By |2017-12-05T09:06:51+00:00December 5th, 2017|Accountants, Business messaging and branding, Linkedin, Social Media, Sole practitioners|

This was the headline to a question I was asked recently. I have summarised the question below and expanded on my reply and advice as this may help other accountants too. Question How can accountants use LinkedIn for marketing purpose? I have a company page, I have a profile, I am in some groups but

Don’t invest more time on social media until you have read this

By |2017-10-03T09:30:56+00:00October 3rd, 2017|Accountants, Facebook, Linkedin, Marketing and promotion, Social Media, Twitter|

Regular readers will know that I am both very active on social media and highly ranked for my online influence.* Equally you will also know that I do not routinely encourage accountants to use social media for promotional and marketing purposes. And I challenge the evidence and arguments of those who do advocate this -

Where do you want your promotional messages to be seen?

By |2017-09-26T09:30:16+00:00September 26th, 2017|Accountants, Business messaging and branding, Facebook, Linkedin, Marketing and promotion, Social Media, Twitter|

I have referenced what I call the 3Ms of marketing an accountancy practice before. This blog post is related to the third M. That is, which Media should you use to get your chosen Messages to your chosen Market? The answer to the question depends on where you will find your chosen Market and target

When you CAN use social media effectively for promotional purposes

By |2017-09-19T11:25:19+00:00September 19th, 2017|Accountants, Facebook, Linkedin, Marketing and promotion, Social Media, Twitter|

The longer you spend on social media the more you realise that overt sales and marketing messages do not typically have much positive impact. Posting adverts on social media is a different topic and not the subject of this blog post. Before I explain how you CAN use social media effectively for promotional purposes, I should

“What tools do you recommend to help a sole practitioner stand out?”

By |2017-08-01T09:18:19+00:00August 1st, 2017|Accountants, Facebook, Linkedin, Reputation, Sole practitioners, STANDING OUT, Twitter|

This was another question I was asked during a recent interview. This post is drawn from the notes I made before giving my answer on air. Many accountants and bookkeepers reference their best source of new business as being referrals and recommendations. So let's deal with this first. Tools I would recommend here include: Linkedin

How do you allow clients to communicate with you?

By |2017-06-20T09:47:51+00:00June 20th, 2017|Accountants, Business messaging and branding, Facebook, Linkedin, Servicing clients, Social Media, Twitter|

In the days before email there were only 3 ways that clients could communicate with their accountants. In person, by phone and by letter. Now the list of options is much longer. Do you encourage, tolerate or refuse to accept communications by less conventional methods? How does this impact your client base? Email is perhaps

How much personality should sole practitioners put into their practice?

By |2018-10-09T18:31:48+00:00July 25th, 2016|Accountants, Appearance, Conversational impact, Dependability and trust, Linkedin, Sole practitioners, STANDING OUT, Twitter|

I was asked two related questions during a recent interview. This post is drawn from the notes I made before giving my answers on air. 1. With so many businesses competing with each other online, has it become more important to put more personality into your practice? The smaller your practice the more important

The 3 factors that will determine your social media success

By |2015-06-30T09:59:09+00:00June 30th, 2015|Accountants, Appearance, Blogging, Business messaging and branding, Facebook, Following up, Linkedin, Productivity, Reputation, Social Media, STANDING OUT, Twitter|

It’s all too easy to get caught up in the game of chasing followers, likes, connections and social media klout. It may be fun to keep track of these metrics and to keep increasing them. But, in real life, they are not important by themselves. There is little point in simply pursuing these metrics. You

How I manage my time on social media each week

By |2015-05-26T09:54:29+00:00May 26th, 2015|Conversational impact, Facebook, Linkedin, No longer current, Social Media, STANDING OUT, Twitter|

How long do you need to spend on social media to build up a decent following, contribute effectively and secure a good level of engagement? I'm not sure much has changed over the years since I started to use social media in 2006. The answers to those questions depend on your reasons for getting involved

What are your top skills and expertise?

By |2018-07-12T07:56:33+00:00January 15th, 2015|Appearance, Business messaging and branding, Career development, Key Business skills, Linkedin, STANDING OUT|

The top ranked personal skill or expertise on my Linkedin profile is currently 'strategy'.  It has been moving up the list over the last year. I am flattered that hundreds of people have endorsed me for ANY skills and expertise on Linkedin. Until recently 'Accounting' was top - presumably by reference to my background in

What 6 things is everyone saying we should do?

By |2014-10-08T09:12:23+00:00October 8th, 2014|Accountants, Business messaging and branding, Linkedin, Social Media, STANDING OUT, Websites|

At the ICAEW's 'Growing your practice' conference yesterday, speaker after speaker shared similar ideas - allbeit from very different perspectives, with different emphasis and in different contexts. I was first up and talked about the 7 step framework you need to follow to STAND OUT from the competition. There are a host of detailed factors

The worst thing to do when you get a bland Linkedin connection request

By |2014-03-18T09:02:06+00:00March 18th, 2014|Conversational impact, Linkedin, No longer current, STANDING OUT|

If you are on Linkedin you will get connection requests from people you don't know. And you will also get plenty of bland connection requests from people you're not sure whether or not you know. It's very tempting to treat such connection requests in the same way as other unsolicited messages. But that would be