Capstone Marketing, Capstone Connection




February 13, 2014
CPAs: Say “No” to New Clients

January 23, 2014
“You want me to market now?”

December 20, 2013
Six Questions That Will Change the Way You See Your CPA Firm’s Marketing Program
2013 Capstone Conversations

November 7, 2013
CPAs: Afraid to Network? You’re Not Alone

October 4, 2013
Capstone Conversation with Jennifer Wilson, Co-Founder and Partner, ConvergenceCoaching, 2013 Association for Accounting Marketing Volunteer of the Year
Top 100 Most Influential People in Accounting

September 6, 2013
Capstone Conversation with Jayne Bates, CPA, Assistant Director of Marketing Development and Sales, Crowe Horwath, Association for Accounting Marketing Hall of Fame

August 27, 2013
Capstone Conversation with Brian Falony, BizActions, Association for Accounting Marketing Hall of Fame

August 8, 2013
Capstone Conversation with Jamie Thomas, LBA Group, 2013 CPA Firm Marketer of the Year

June 28, 2013
Marketing Resources for Your CPA Firm

May 21, 2013
Nine Ways to Slash Your CPA Firm Marketing Budget

March 21, 2013
How to Ask Clients for Leads

February 15, 2013 Issue
12 Steps to Better Client Relationships

January 31, 2013 Issue
Capstone Conversation with Roland Williams, Celebrity Author, Speaker, Performance Coach and Super Bowl Champion
How to Create a Disastrous Marketing Plan

January 25, 2013 Issue
Building Your CPA Firm Brand
Capstone Conversation with Tom Hood, Executive Director & CEO, Maryland Association of CPAs

January 10, 2013 Issue
How to Create a Disastrous Marketing Plan
Capstone Conversation with Jeanne Bliss, Founder, Customer Bliss

November 8, 2012 Issue
Is Your Firm’s Time Machine Going Backwards?

October 18, 2012 Issue
12 Questions to Ask Your Clients Right Now

October 5, 2012 Issue
Your First Step to Firm Growth
Capstone Conversation with Randy Mowat, Senior Vice President of Marketing, MNP

September 13, 2012 Issue
Clients: When to Hold, When to Fold
Capstone Conversation with Laura Bardey Sparks, 2012 AAM Volunteer of the Year

August 30, 2012 Issue
6 Smart Marketing Habits to Start Now
Capstone Conversation with Chris Perrino, 2012 AAM Hall of Fame Inductee

August 16, 2012 Issue
Stir Things Up at Your Next Firm Mixer
Capstone Conversation with Kari Reynolds, 2012 Rookie of the Year

August 3, 2012 Issue
5 Often-Overlooked Keys to Client Retention
Capstone Conversation with Donna Erbs, 2012 Marketer of the Year

May 24, 2012 Issue
12 Tips for More Referrals
Capstone Conversation with Marsha Leest, 2011 AAM Hall of Fame Inductee

What Capstone Connection Readers Are Saying:

“I loved the Capstone Conversation with Jennifer Wilson.  The two of you point out some great items in this article.”

Julie L. Vadnais
Chief Operating Officer
Lavine, Lofgren, Morris & Engelberg, LLP

“I love these interviews (Capstone Conversations).  They are so insightful.”

Lauren P. Clemmer
Marketing and Business Development Manager
Ciuni & Panichi, Inc. a C&P Advisors company

“I have just reviewed your most recent Capstone Connection and found all of the content to be right on point for the issues facing our firm in the area of marketing and business development.  Keep up the good work!!”

William R. Pirolli, CPA/CFF/PFS/CGMA
DiSanto Priest & Co.

“Once again, you’ve put out another fantastic newsletter with great information!”

Jill Zozula
Director of Marketing
Whittaker & Company

“Beautiful newsletter, Jean. Nicely done – quick read, original content, compelling headline. Way to go.”

Beth Johnson
Marketing & Business Development Director
Schechter Dokken Kanter

“I love your work.  Bravo!”

Gerry E. Adams, CPA, CHAE
Peterson Sullivan | Certified Public Accountants and Business Advisors

“I really love your Capstone Conversations.  So insightful!”

Stephanie Kretschmer
Marketing Manager
Lindquist LLP