Tag Archive for: Accounting Industry Resources

2023 Market Leaders Podcast Graphic - Diane Paoletta

Market Leaders Podcast Episode 86: “Exploring Business Development Synergies Across Industries” with Diane Paoletta

In this episode of the Market Leaders Podcast, David Ackert welcomes special guest Diane Paoletta, Director of Marketing at Phillips Nizer. Diane has had a dynamic career, spearheading marketing and business development efforts at multiple professional services firms – from accounting to consulting to legal.

Find Premium Opportunities and Develop Your Business Development Pipeline

In this 60-minute webinar, we focus on your ideal client. What is their profile, where do they congregate, and how can you capture their attention? You will also learn how to develop a healthy pipeline of premium leads and nurture them until they are ready to engage. Recording Available.

The 2023 State of CRM in Professional Services Firms 

In this 60-minute webinar, we present the results of our annual State of CRM in Professional Services white paper, including survey results from legal, accounting, financial advisory, engineering, and consulting firms. Recording Available.