Tag Archive for: Financial Services Industry Resources

Market Leader’s Podcast Episode 87: “Authentic Leadership: The Power of Purpose and Genuine Connection in Leading Others” with Justin Portaz
Blog



Find Premium Opportunities and Develop Your Business Development Pipeline
Upcoming Events, WebinarsIn 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
WebinarsIn 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.







The 2022 State of Professional Services Marketing and Business Development Teams
White PapersIn March and April 2022, Ackert Inc. conducted a market-wide study on the strengths and weaknesses of professional services marketing and business development teams. This industry study examines survey responses of marketing and business development professionals at 247 primarily U.S.-based law, accounting, financial services, engineering, and consulting firms.


