Select Advisors works with attorneys and CPA’s at small and large firms, helping them get their message and story out in a high-end, discerning method to their target audience.
Our work includes everything from public relations, to conference speaking engagements, website design to search engine optimization. Furthermore, we provide consultative sales coaching and training to teams looking to expand their networking and referral generation methodology.
Services we provide attorneys and CPA’s include:
Branding and Creative, including all website and print collateral creation and development
Consultative Sales Coaching for Attorney’s and CPA’s, including best ways of developing and nurturing relationships with other industry professionals
Digital Optimization and online audience engagement, and how to quickly rebuild your entire web presence
A Case Study on Lawyer Marketing
Eido Walny, Founder of Walny Legal Group
Read more about our interview with Eido Walny, who knows a thing or two about marketing a practice that relies so much on referrals.
Watch our video Interview with one attorney about how he’s been able to effectively market his practice through a powerful networking strategy
A case study on Accounting Marketing
Our firm was engaged by one of the top Accounting Firms in the nation, Perelson Weiner, to help the firm develop a new brand and website. Through several hours of studying the entire team and interviewing key members of the firm, we were able to put together a framework on what will distinguish their brand.
Key areas we assisted in:
Interview by Amy Parvaneh of top clients and centers of influence to do a survey on what made the firm unique
Selection of the key design and website direction
Research on best practices and SWOT analysis on the firm’s marketing and design
Meeting and interviewing two dozen employees to understand what they expected from their brand, and what they believed set their firm apart
Photography and image direction
To read our views on Attorney and CPA Marketing Strategies, please read below some insight:
Introverted but want to grow your practice, as seen in AccountingToday
In a fiercely competitive industry, financial advisors must prioritize effective marketing to attract clients and drive business growth. Crafting a well-structured marketing plan, leveraging the power of digital marketing and social media, collaborating with specialized marketing agencies, and providing valuable content through content marketing are key strategies to achieve success. By adopting innovative tactics and utilizing marketing automation, financial advisors can differentiate themselves, build credibility, and establish strong client relationships.