CPAs Talk Marketing for Wealth Management Firms

Tynecia Martin, MBA, LUTCF®, FSS, Channel Marketing and Branding Specialist
July 18, 2018

Recently, 1st Global’s Ryan George, assistant vice president of marketing and communications, sat down with Sean Storck and Steven Pollock from Reason Financial, and Jody Padar fromThe Radical CPA at the AICPA Engage conference in Las Vegas to discuss the important role that marketing plays in a successful CPA practice.

They discussed marketing best practices for CPA wealth management firms, including:

  • Communicating company culture and beliefs
  • Monitoring client engagement
  • Niche marketing — identifying where you can deliver the most value
  • Leveraging consumer platforms to promote trust
  • Driving new business


For Reason Financial, a 1st Global affiliated firm, marketing efforts started with identifying a company culture that focuses on helping people solve problems through tax and financial planning services, and communicating their beliefs to potential new clients. Ensuring this messaging is consistent across all platforms, including in conversations with clients in the office, is key to building a trusted brand through marketing.