Concept Energy Group

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Marketing & Prospecting

Mr. Marshall Kanner, an industry expert in Marketing & Prospecting Techniques for direct delivery, service-related firms has counseled hundreds of professional clients in designing and developing marketing plans for managing their business expansion goals   As this region’s top Financial Planner, Mr. Kanner is well-known for his experience in designing, implementing and managing various types of marketing and prospecting programs that uniquely fit within today’s commercial environment. 

              In a recent phone interview with a Social Networking provider, Mr. Kanner explained one critical business strategy for today’s commerce environment:  “In a global economy, having a cyber-space presence is a matter of necessity, not of desire.  There is an enormous amount of customer options a service firm may offer to a potential client, depending upon its type of web presence.  For example, some firms may offer on-line chat sessions with their account reps regarding questions, and may offer on-line small business best practices tips.”  In fact, that is exactly what Marshall Kanner provides for his clientele; business development strategies that enable service firms world-wide to strategically hone their marketing plans to meet today’s bottom-line budgets.

              “For example, a popular business expansion strategy is to develop standardized practices and procedures so that a company can franchise its service concepts to other smaller mom & pop business experts in a specified geographic region; thereby increasing its business exposure efforts and adding to its financial coffers.”  Marshall Kanner adds that while this seems like a popularized, easy to implement business strategy, “It is anything but simple to accomplish and definitely should only be utilized as a long-term business growth concept, instead of a short-term financial rally effort.”

              In order for medium-sized service-related companies to survive and thrive in today’s marketplace, it will need to employ a variety of marketing strategies in both short-term and long-term planning periods.  “As well, it will need to have a solid marketing plan that focuses the majority of its advertising dollars in the most effective of all the strategies, at precise timing.” Marshall Kanner has spent a majority of his practice in researching specific marketing needs for service firms in bear market conditions. Marshall Kanner is widely considered the leading authority in implementing marketing & prospecting strategies in any market!

CPA Firms

“Most CPA Firms are the heart and soul of small business in America,” Mr. Marshall Kanner enjoys starting out his presentation with the focus on ‘Small Business strategies’ for the majority of CPA companies in Florida.  As an experienced top Financial Strategist, Mr. Kanner is well-known for his command of statistics surrounding today’s marketplace in the financial planning sector. 

              “From a single employer, owned home business to a medium / large-scale firm that employs more than 10 personnel, each company lives and dies on its marketing dollars.  These priceless dollars and sense should produce strong revenue streams for CPA firms, in the manner of new customers if a savvy, customized marketing strategy is employed.”  In fact, that is exactly what Marshall Kanner provides for his clientele; business development strategies that enable CPA firms across the U.S. to strategically sharpen their marketing plans to meet today’s bottom-line budgets.

              For example, a CPA firm that offers financial services, as well as general business accounting practices must implement a different marketing strategy than say, a larger firm that only provides tax preparation and small business accounting services.  The reasoning is rooted in the types of target groups which competing businesses will market.  Realistically, there is only so much business to be had, per geographical area, so it comes down to quality of design in the marketing plan that will interest a target audience between competing advertisements.

              In order for a CPA firm to survive and thrive in today’s marketplace, it will need to employ a variety of marketing strategies.  As well, it will need to have a solid marketing plan that focuses the majority of its advertising dollars in the most effective of all the strategies. Marshall Kanner has spent a majority of his practice in researching specific marketing needs of the CPA firm today that wants to jump-start its Financial Planning, business expansion goals. 

              With such a specialized field of expertise and years of business experience in this market; Mr. Kanner is credited with establishing best-practice standards for high-performing firms in the financial planning industry.  “CPA firms are some of the hardest-hit businesses in today’s market outside of the occupation of a Realtor, it is therefore critical that a business employs the most cost-effective marketing strategy possible.”  Marshall Kanner is definitely a vital tool in any CPA firms’ marketing toolbox!

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