We caught up with Rob Nixon business manager turned business training extraordinaire for accountants. He trains accountants and helps firms function and transition to success in this hectic world of progress. Here are his thoughts on the current state of accounting and what it says about the future of it…
What is the most important business improvement Accounting firms today can make?
Rob started off by saying “The biggest thing accounting firms can do is actually speak to their clients…proactively”. He emphasized that “accountants around the world are awesome at waiting” and that “most accountants are history writers, not history makers”. In Rob’s mind, this is the #1 thing accountants can change today to achieve better business success.
He recommends “20 meetings per partner per month” to “find out where the client is at, what they’re doing, what their plans are”. Each meeting “starts off as a customer service meeting but ends up being a sales meeting”. It’s important to ask each client “where are you now, where do you want to go, and let’s show you how we can possible help you get there”.
What is the most detrimental business action often made by Accounting firms today?
Relating to our first question, Rob feels that “being reactive and waiting is the worst thing an accounting firm can do today”. Now this is where our interview got incredibly interesting. Rob stated that there are 3 core disruptors to the accounting industry today:
- The internet – everyone is becoming an expert and has access to loads of information.
- Computed accounting – pre-built accounting software is reducing the need for physical accountants.
- And overseas business/ offshored outsourcing – cheap labour is more readily available.
These factors make many of the core offerings of the average accountant redundant, and the worst thing to do about it, is wait and react to it. The solution? Be proactive. Identify the changes, explore what opportunities your firm can take advantage of, and pursue them early!
What is the key purpose of CoachingClub(TM) and what makes it such a successful tool?
The CoachingClub is a training strategy for accountants that’s covered in 3 ways:
- Seminars & conferences –
- Online tools, resources software –
- Coaching club program – 8 accounting firms in a room at any 1 time, learning and being pushed to accountability so as to take action upon what they learn. This project has served over 800 firms across the the 8 years it has been running!
Do you feel Accounting firms today adopt the digital world enough?
We think not, and Rob gladly joined us by saying “no they’re not adopting it ENOUGH!”. And there’s a reason for this. Rob laid out for us the fact that the digital world is inevitably taking over. He said “accountants can’t stop this happening so need to embrace it”. In Rob’s point of view (and rightly so) there is no real time dependency on when accountants embrace the digital world, because that day has past.
5. How do you see the future of technology and rise of the digital format affecting accounting?
Rob explained how technology is already starting to automate jobs for accountants in a big way. They’re being forced to be more innovative and forward thinking, or suffer losing customers. Accountants in the workplace will start being valued for these important traits that add value to customers as well, so it’s not just firms that are affected.
An example that Rob produced for us was project Watson, producing “Siri for business”. This project by Apple and IBM saw $2 billion pumped into it to create a super computer that takes the world’s information and processes it, then spits it out in a concise manner. They’re combining this with Siri to create “Siri for business” so that when you have a business concern, you can simply ask Siri! That’s free advice, and could trump personal accounting advice. So simple business advice and reactive solutions are not the future of accounting as far as Rob can see it. Being proactive could just be the true future of accountants.
Rob’s resources for accountants
Rob and his associated groups offer a host of free and paid services design to support and train accountants and their businesses.
- http://robnixon.com/ offers free advice and resources for accountants through Rob’s own personal blog.
- http://proactiveaccountants.net/ brings accountants free tools and resources, while connecting accountants accross the world.
- http://mypanalytics.com/ is a service to help accountants “create the conversations [they] need to be conducting with clients around relevant metrics”. There’s a free trial available!
And be sure to look out for his book later in November of 2014 titled “Remaining Relevant”. His first book, “Accounting Practices Don’t Add Up” is also available via his website.
A big thanks to Rob Nixon for joining to do this interview while offering his wealth of knowledge and expertise to accountants the world over.
The Creative Agency Secrets Team
Need accountancy marketing help?
Creative Agency Secrets are experts in accountancy firm marketing. We can tutor you and teach you what to do if you want to do the marketing yourself. Or we can do the firm’s marketing for you.
Learn more and join our free Accountants Marketing Newsletter
Long copy email as a sales tool – example
/0 Comments/in B2B, Direct Marketing, Email /by Rebecca CaroeWriting long emails
Writing and reading long emails [Image credit ContactMonkey.com]
I often read these.
David Baker runs ReCourses – a service advising owners how to run their marketing agency as a better business.
Read this example.
Hi Rebecca,
I came across this interesting statement recently:
The concepts are important, of course, but what’s most interesting is that it was written in April, 2000, nearly fourteen years ago. I wrote it in an article for Persuading, trying to help agencies like yours understand how digital work should fit within the marketing mix.
There was some real enthusiasm in writing that, largely from the promise that the internet would provide a new era in marketing. It didn’t fulfill that promise, really, as privacy concerns, inept agencies, and lousy UI dominated the lack of innovation.
Enter marketing automation technology (MAT), though, and the internet is finally delivering on its promises. This is especially true in the marketing of professional services, where decisions are more considered and where authenticity and truth can be established via thought leadership content.
While the wait has been lengthy, the pace of recent developments has far exceeded what we have come to expect. MAT is a milestone that will honestly change every single thing about selling your services:
You can establish a funnel to define the most likely path to hiring you.
You can develop the tools to bump leads to the next stage in the funnel.
Prospects will be fully aware of your abilities, your remuneration, and what you won’t do. In the process of discovering that, prospects will self-select themselves out of the running so that you avoid the biggest danger in business development: dating prospects that are not marriagable.
Best of all, it changes the equation from pushing to pulling.
The amazing thing is that—no matter how good you are at selling—if you are in front of a prospect that has already taken the safety chain off the door and invited you in, you can sell. Yes, you can sell. What you hate about selling is trying to convince a prospect that they need you. No more. MAT has changed that for you.
There is so much to learn about this and I hope you will join us in Chicago on March 6 for a packed day of learning MAT, both for yourself as an agency and in your work as an agency for clients.
David C. Baker
ReCourses®, Inc.
Why is this long email effective?
Deconstructing this email the method David uses is this:
So that’s a series of subjects that you can use for your next email (whether to a cold introduction or a luke-warm prospect).
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A note on subject lines for cold email
/2 Comments/in Copywriting, Email, Sales /by Rebecca CaroeI am subscribed to get emails from Nick Johnson from Incite. His copywriting is exemplary and I regularly find myself wanting to take the actions he requests.
Look at this picture taken from my in box of recent messages I’ve received from Incite.
Cold email subject lines
Did you notice that few of the subject lines actually say what’s in the message. So if I want to know what it’s about I HAVE to open the email.
some of the message subjects aren’t written with capital letters – makes it look like Nick wrote it quickly and forgot – but it’s more a feature of personal email not mass email and so I think this is clever, if used occasionally.
They clearly experiment with subject lines – one of them is a ‘Newsletter’ and is titled as such, but the content of many of them could be classified as news.
I have highlighted two parts because they show best practice.
The Red box surrounds subject lines in which they’ve included my name. It feels like it was written just for me – but I know it’s just a personalisation insert from their database – but nonetheless it’s effective.
The Orange box encloses a subject “a quick heads up” which they used twice. The first one follows the pattern of not saying what’s in the body of the email. The second is sent with the same subject but as a forwarded (FW) message from Nick’s colleague, Kate. It is the same message inside, but it makes me think I’ve overlooked the earlier message and so I feel more inclined to open this one.
Very clever people – I recommend you subscribe to their newsletter – Insight and Debate on Marketing Innovation.
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Skincare brand launch gift ideas
/0 Comments/in B2C, Case Studies, Marketing ideas /by Rebecca CaroeWe got a question from a reader
Skincare launch [image credit beautynewsla.com]
Product launch gifts
What the gift is – should relate to your brand. Ideally can you create small samples in tiny bottles, blister packs or boxes so people can try out several products?
For your launch gift, I suggest three options based on the commitment people make to giving you their time and attention for your launch event.
The key here is to give the greatest value to the people who come on the day.
Product launch marketing campaign
When planning your launch marketing you will need to have thought through the following as well
Of course, this is just a list of ideas and needs to be linked together into a fully rounded campaign and tied into your website, CRM database, metrics and other publicity to make a proper campaign.
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Business Marketing Tools Explained: What Are Autoresponders?
/0 Comments/in Email, Marketing, Marketing ideas, Strategy /by Creative Agency Secrets TeamAutoresponders are more than just those out of office replies you get when you email someone sometimes. They’re automated emails that start based on a defined event.
This means that when your customer does something (an event), the autoresponder sends an email or a series of emails. Examples include joining a mailing list – triggers a welcome message. Or buys something online – triggers an upsell offer.
Simple, you might say. Yes, Autoresponders are simple in concept, but they bring you more marketing possibilities than you may realise…
Instant Response Autoresponder
You can set an Autoresponder to simply respond when an action (the trigger) is performed (like receiving an email). This is great for small tasks like “out of office” notices and “thank you” emails after a customer buys a product or service. However, this side of Autoresponders doesn’t quite go as far as you need it to. It’s just a single message with no follow-through.
Delayed Response Autoresponder
Autoresponders can be delayed to appear a few hours, days, weeks or even months after the trigger has been activated. These are useful for time sensitive reminders such as warranty expiry and account subscription top-ups.
Multiple Autoresponders
A neat little trick with Autoresponders is to make them trigger off of each other in a series. This allows you to build a message that is progressive. Examples include training workshops and stories.
For example, perhaps you want to teach a customer how to use your service that they subscribed to online – you can set up a series of Autoresponders that trigger one week after each other, with each Autoresponder email covering a different part of your service. Yes they can unsubscribe and yes maybe not everyone would read them. However it increases those odds of a customer picking them up and making the most of your service, which increases your customer engagement and satisfaction.
The Strengths & Weaknesses of Autoresponders
Autoresponders work best as a marketing tool when they are integrated with other promotional activities. But they can do so much more than people realise. Here’s a list of their strengths and weaknesses that might lead you in the right direction if you’re thinking of using them.
Core Strengths…
Core Weaknesses…
So go out there and discover ways to integrate Autoresponders into marketing for your business. Need help? Feel free to contact us for a complimentary chat or use our training resources below for detailed examples and different structures of autoresponders…
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What’s the best way to introduce my business by email?
/0 Comments/in B2B, Direct Marketing, Email /by Rebecca CaroeWe get asked this a lot and the short answer is that it must be part of a wider marketing / business development plan. BUT
within that context here’s our recommendation.
The best way to introduce a company to new buyers using email is this.
The deep skill lies in writing that first, well-researched email. It needs to be short, engaging and to create a desire to learn more from the reader. If you work in B2C this is not a practical solution unless you are a startup, because it’s too time consuming.
Creative Agency Secrets provides email copywriting services, and training to teach your team how to write and execute email introduction programmes.
The Top 6 most popular articles of all time
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Can you help us test our new “decision tree”?
/0 Comments/in B2B, Marketing ideas /by Rebecca CaroeWe’ve changed our website home page. It’s now got a new graphic of an apple and orange there.
Behind this is a cunning “decision tree”.
What happens next?
Please help us test it out by visiting our home page and clicking on the image (or by clicking on the image below) and see what you discover.
Please send us your feedback! It’s a new technology we’re trying and want to hear your thoughts.
Thank you
Could you use a similar device on your website to help guide your prospective customers through your services and products?
This is the second one we’ve done – the first was for FeedBlitz – they use it to help readers understand the FeedBlitz services for RSS delivery for email, feeds, podcasts as an alternative to FeedBurner.
Leave FeedBurner
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How to be an accountant of the future – an interview with Rob Nixon
/22 Comments/in Marketing /by Creative Agency Secrets TeamWe caught up with Rob Nixon business manager turned business training extraordinaire for accountants. He trains accountants and helps firms function and transition to success in this hectic world of progress. Here are his thoughts on the current state of accounting and what it says about the future of it…
What is the most important business improvement Accounting firms today can make?
Rob started off by saying “The biggest thing accounting firms can do is actually speak to their clients…proactively”. He emphasized that “accountants around the world are awesome at waiting” and that “most accountants are history writers, not history makers”. In Rob’s mind, this is the #1 thing accountants can change today to achieve better business success.
He recommends “20 meetings per partner per month” to “find out where the client is at, what they’re doing, what their plans are”. Each meeting “starts off as a customer service meeting but ends up being a sales meeting”. It’s important to ask each client “where are you now, where do you want to go, and let’s show you how we can possible help you get there”.
What is the most detrimental business action often made by Accounting firms today?
Relating to our first question, Rob feels that “being reactive and waiting is the worst thing an accounting firm can do today”. Now this is where our interview got incredibly interesting. Rob stated that there are 3 core disruptors to the accounting industry today:
These factors make many of the core offerings of the average accountant redundant, and the worst thing to do about it, is wait and react to it. The solution? Be proactive. Identify the changes, explore what opportunities your firm can take advantage of, and pursue them early!
What is the key purpose of CoachingClub(TM) and what makes it such a successful tool?
The CoachingClub is a training strategy for accountants that’s covered in 3 ways:
Do you feel Accounting firms today adopt the digital world enough?
We think not, and Rob gladly joined us by saying “no they’re not adopting it ENOUGH!”. And there’s a reason for this. Rob laid out for us the fact that the digital world is inevitably taking over. He said “accountants can’t stop this happening so need to embrace it”. In Rob’s point of view (and rightly so) there is no real time dependency on when accountants embrace the digital world, because that day has past.
5. How do you see the future of technology and rise of the digital format affecting accounting?
Rob explained how technology is already starting to automate jobs for accountants in a big way. They’re being forced to be more innovative and forward thinking, or suffer losing customers. Accountants in the workplace will start being valued for these important traits that add value to customers as well, so it’s not just firms that are affected.
An example that Rob produced for us was project Watson, producing “Siri for business”. This project by Apple and IBM saw $2 billion pumped into it to create a super computer that takes the world’s information and processes it, then spits it out in a concise manner. They’re combining this with Siri to create “Siri for business” so that when you have a business concern, you can simply ask Siri! That’s free advice, and could trump personal accounting advice. So simple business advice and reactive solutions are not the future of accounting as far as Rob can see it. Being proactive could just be the true future of accountants.
Rob’s resources for accountants
Rob and his associated groups offer a host of free and paid services design to support and train accountants and their businesses.
And be sure to look out for his book later in November of 2014 titled “Remaining Relevant”. His first book, “Accounting Practices Don’t Add Up” is also available via his website.
A big thanks to Rob Nixon for joining to do this interview while offering his wealth of knowledge and expertise to accountants the world over.
The Creative Agency Secrets Team
Need accountancy marketing help?
Creative Agency Secrets are experts in accountancy firm marketing. We can tutor you and teach you what to do if you want to do the marketing yourself. Or we can do the firm’s marketing for you.
Learn more and join our free Accountants Marketing Newsletter
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Email unsubscribe best practice
/0 Comments/in Case Studies, Email /by Rebecca CaroeToday I had a raft of emails from which I wanted to unsubscribe. It happens. But the experience was so variable between the different service providers that it’s worthy of a blog post.
Box.com
Box came up first – I don’t use the service and so why are they writing to me.
Box dumb unsubscribe
Hit unsubscribe.
They use Eloqua for email distribution and I have to type in my address in order to unsubscribe.
Not good. You know my address, therefore you should have it pre-populated.
New Breed Marketing
New Breed Marketing came up next – an event in a country where I don’t
Email Preferences check box
live – I won’t go and I don’t want more invites to events that I can’t attend.
Hit unsubscribe.
They use Hubspot for email distribution and I find that I can update my email ‘preferences’ and select to only get their blog posts by email. Perfect!
Check your own set-up by subscribing to your mail list (I always do this for our clients) and see what your unsubscribe experience is like. Don’t want to annoy customers.
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Google Analytics Keyword Workaround
/0 Comments/in Marketing, Marketing ideas, Metrics /by Creative Agency Secrets TeamInside your Google Analytics you can see which search terms prospects are using to find your website by going to Acquisition -> Keywords -> Organic in the left sidebar menu.
With the rise of anonymous browsing, Google Analytics can no longer provide useful and therefore accurate keyword search data. You’ll more than likely see the majority of your keyword searches is “(Not provided)”.
By following these steps, we can show you a workaround which will remove the dreaded “Not Provided” data and give you greater insight into how visitors are finding your site. Best of all, this workaround will also show you what keyword searches you are appearing in but not getting traffic from.
The Workaround For Keyword Searches
Although not a perfect replacement, Creative Agency Secrets has found a work-around which can give you a good indication of what search words and phrases your website is showing up for and which are drawing visitors.
It involves Google Webmaster Tools – You have to set this up for your website if you haven’t already.
Set up and Verify yourself and your website in Webmaster Tools – generally the easiest way is to do this with your analytics account. If this fails, Google helpfully provide short how-to’s on the other methods of verification.
Select the Google Analytics radio button (which can be found under the “Alternate methods” tab) and click Verify.
Now navigate to Search Traffic in the sidebar menu and select Search Queries.
Scroll down below the graph you will see a list of Queries used and the Impressions. The main benefit of this data is you can see the Average Position your site has in search listings for each one (far right column).
We are going to show you how to send this data to your Google Analytics account but it’s worth noting that there is more accuracy in this screen as Google Analytics rounds the numbers.
Link Google Analytics To Webmaster Tools
Now re-open Google Analytics and browse to your website dashboard.
In the side menu go to Acquisition -> Search Engine Optimization -> Queries. You will get a message advising you to enable Webmaster Tools (see screenshot below).
Click the button to Set up Webmaster Tools Data sharing at the top of the page.
Leave all the settings it displays as default although you can change the fields if some are incorrect e.g. Industry Category. At the bottom of the page the sub-heading Webmaster Tools Settings click the Edit hyperlink.
This will bring up a list of site(s) and associated Analytics web properties. Choose your site on the left radio button and Save.
Click OK to Add association in the next window.
View The Data
You’ll be directed to the Admin screen. Click Reporting in the top menu to return to GA and again go to Acquisition -> Search Engine Optimization -> Queries.
You should now see a summary graph and below it the list of keyword queries , impressions, clicks and average position of your website.
For everyday use, we find the Google Analytics summary data is fine. But for non-rounded data, go into the Google Webmaster Tools display to get the full picture.
Note that data is normally 2 days behind on these searches compared to other metrics in Google Analytics.
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