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Like the cloud in which many of its functions reside, marketing automation is a relatively fuzzy concept that can be confusing.October 29
Managing partnerHinge -
The virtual curriculum aims to introduce younger staff to the skills and ideas they need to bring in new business.October 21
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Blucora’s Avantax Wealth Management combines two firms that took competing approaches to serving tax professionals branching into wealth management.October 7
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Marketing in the profession is undergoing a revolution, fundamentally changing how firms promote themselves and develop new business.September 27
Managing partnerHinge
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This new equally internal and external project manager has a broader background and skill set, moving toward a more proactive leadership style when guiding team members. In other words, the role has matured.September 17
Vice president, enterprise solution engineering and deliveryReplicon
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The “New Clients Survey” is accepting responses through Oct. 10, 2019.September 3
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How your brand is shaped in the digital world is affected by online content.August 28
Managing partnerHinge
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What firm leadership puts into developing the next generation of leadership is what will come out on the other end.August 6
CEOEsposito CEO2CEO, LLC
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Last month I gave one of the best continuing professional education programs I ever did about the worst topic ever.August 5
PartnerWithumSmith+Brown PC CPAs
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Accountants can't afford to sit still, either; they need to be constantly changing.July 30
PartnerL&H CPAs and Advisors
