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Concurrent Session Onsite and Online

PRA2403. I Want to Grow My Practice... Now What?

Join us to discover how a mix of classic and fresh marketing strategies can organically expand your firm. This session isn’t just about shaking hands; it’s about blending trusted techniques like community events, direct mail, and strong referral programs with the right amount of digital savvy. Our expert speakers will guide you through creating a marketing blend that builds deep connections and attracts new business. You'll leave with practical tips on how to use these strategies to grow your client base and enhance your firm’s presence in the market without needing to buy your way in.


Learning Objectives:

  • Determine to blend modern digital strategies with classic, in-person marketing approaches to create a dynamic marketing mix that drives business growth and enhances client engagement.
  • Calculate how to develop and execute a marketing plan that focuses on organic growth, enabling their firms to expand through increased client retention and new client acquisition without relying on firm mergers or purchases.
  • Identify effective traditional marketing strategies, such as direct mail, referral programs, and community involvement, and understand how to implement them to strengthen client relationships and build community presence.
Date/Time
CPE Credits
1.0
NASBA Field of Study
Business Management & Organization
Level
Intermediate
Prerequisites
3-4 years in the profession
Advanced Preparation
None
Session Tags
PRA