Stir Things Up at Your Next Firm Mixer


Mixers with referral sources are a marketing tool used by many CPA firms. Mixers are small networking opportunities with 8-12 CPA firm partners and staff and an equal amount of people from one bank, one law firm, or other referral source organization.  You could also multiply the networking opportunities and invite two separate organizations to the same event. Here are a few tips to stir things up at your next firm mixer.





2012 Rookie of the Year: Kari Reynolds


Kari Reynolds, Marketing Specialist, Macias Gini & O'Connell LLP was recently named the Rookie of the Year at the 2012 Association for Accounting Marketing Conference.


During our Capstone Conversation Kari shared her thoughts about leveraging a risky brand, her challenge to managing partners to be more bold with their marketing strategies, and the increased use of digital media.

What is your prediction for accounting marketing for the next five years? 


Kari Reynolds:  For the next five years, we are definitely going to have more of an online presence, in that, we are trying to be more of "thought leaders" - connecting with potential clients and engaging not only the clients but also people that we're recruiting through these online channels, including social media. That's going to happen a lot more and people are going to become a lot more comfortable with that. So it's not going to necessarily be just this referral base of gaining clients, but also this online presence of gaining confidence of clients through branding strategies and touches with these potential clients or anybody who is interested in having financial service help.

Click here to read the complete Capstone Conversation with Kari Reynolds
Click here to listen to the free podcast of this Capstone Conversation with Kari Reynolds
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