6. Tools & Tactics: Blog
Expand current blog to reach non-financial
professionals and companies
Attract people away from current financial
advisors and accountants
Use SEO titles that will be seen by intended
media users
7. Tools & Tactics: LinkedIn
Link blog posts to the firm’s LinkedIn page
Share with potential clients
Encourage employees to like/share posts
8. Tools & Tactics: Webinars
Make webinars publicly available to
inform potential clients about:
Tax planning strategies
Upcoming regulation changes
Healthcare Reform
New Accounting Rules and Principles
10. Summary
Find a way to convince people that are
happy with their current service providers
that Plante Moran can do it better
Digital campaign will show Plante Moran’s
loyalty, trustworthiness and personalized
approach