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Podcast: What to Expect from a Firm Marketing Professional

A CPA firm's marketing staff is critical to getting positive messages out in the marketplace to build bridges with clients, potential clients, recruits, the media and the community at large.


Often, CPA firms look at the marketing team as the sales team. While they often support the sales team, marketing has a different and more specialized function within a practice.


What attributes make a marketing professional a successful and integral part of any firm?


In a podcast with Pennsylvania CPA Journal Managing Editor Bill Hayes, Ira Rosenbloom from Optimum Strategies outlined the qualities necessary to be (or hire) a stellar marketing professional at your firm.

Listen to the CPA Conversations podcast on Soundcloud (no login needed).


Read the full transcript (PICPA membership required).



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Optimum Strategies

​325 Sentry Parkway, Building 5 West

Blue Bell, PA 19422

Mailing Address:

P.O. Box 962, Spring House, PA 19477

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optimizing advantage for CPA firms

Optimum Strategies helps Mid-Atlantic CPA firms in Philadelphia, Cherry Hill, Baltimore, Bethesda, Arlington, Reston, Richmond, and Washington, DC — as well as surrounding regions — plan internal succession, improve performance, and navigate mergers and acquisitions. Led by Ira Rosenbloom, we provide strategic support for every stage of firm growth and transition.

Serving the Mid-Atlantic 

Pennsylvania, Delaware, New Jersey, Maryland, Virginia, and Washington, DC.

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