Resources

This second session of our FREE, 3-part AI masterclass will help you understand how to use AI for deep market research, competitive analysis, and understanding your ideal clients better.

This first session of our FREE, 3-part AI masterclass will help you understand how to use AI for creating content – strategically, not randomly or sounding like everyone else.

You’ve just signed on with monthly support from PF and wonder how your outsourced marketing team is going to deliver the results you want?

When you sign up for monthly marketing support from PF your team will include a designer, a web developer, a content writer, a strategist and a project manager. The designer, content writer, and web developer roles are likely familiar and straightforward, but as an accountant, the concept of a project manager is particularly foreign.

Watch this video from our Head of Operations, Kendall Hoover to learn how these roles collaborate seamlessly to transform your marketing journey.

Is your website bringing you the right leads?

Your website is your firm’s marketing hub. It’s the visual representation of who you are, who you serve, and needs to show how you can solve their problems. It’s a place where you start the conversation. When it’s working as it’s meant to, it helps your prospects take action faster.

Right now, you may feel like your website is either good or good enough. But is it really sending the right message, to the right people?

Watch this masterclass to learn how to review your current website messaging to make it’s appealing to the kind of clients who will be the very best fit for you.

Your sales journey is much more than just a sequence of steps. It has to connect to your prospects’ emotions and motivations. Once you understand the existing journey people are following, you’ll be able to fill the gaps and help your ideal audience buy from you faster.

Watch this masterclass to help you understand the journey your buyers go on, and what gaps need fixed in that journey.

The best marketing campaigns are focused on specific, achievable, and measurable marketing goals.

Instead of writing blogs, creating newsletters, or launching podcasts simply because everyone else is doing it, a campaign helps you set intentional actions focused on the outcomes you want.

Watch this masterclass lead by Karen Reyburn, and learn how to track the numbers that matter and get the results you need!

Whether you are repricing individual clients, or increasing your firm’s fees across the board, it’s critical to plan the communications which will go to your clients.

You may have been considering this for some time, but keep delaying it. What if you upset or even lose clients? What if they don’t like the work you’re doing? What if there’s a net decrease and you rock the boat?

Watch this masterclass to get actionable ideas for a repricing campaign which helps your clients understand (and even be excited about) the value you deliver every day.

What if instead of rushing to hire when busy, you have a list of good potential applicants to draw from?

Listen to this recording with Joe Montgomery & Karen Reyburn on how you can use marketing to build a waitlist of great new team members.

Referrals are great. We love them, we want them. But what happens when they start to slow down?

You know it’s no longer enough to rely only on referrals to bring you new clients.

Watch this masterclass to learn 4 marketing strategies that will help you get in front of new people and move beyond referrals.

• Be more intentional with existing clients & referrals
• Go back to the personal approach
• Use your existing “content library”
• Help strategic partner relationships help you