The Ideas for Your Success marketing newsletter from PDI Global is available exclusively to McGladrey Alliance member firms on a market-exclusive basis. To maximize flexibility and effectiveness, this quarterly publication comes in online, email and print newsletter formats, as well as in a content-only version. It’s designed to help member firms market their general tax, accounting, financial planning and business consulting services by:

• Increasing visibility, demonstrate their firms’ expertise and building top-of-mind brand awareness,
• Providing helpful information that encourages contact for more information or assistance,
• Saving time and money while achieving their marketing and business development goals, and
• Keeping in touch with clients, prospects, referral sources and the media.

Each issue contains four professionally written and tech-reviewed articles on various tax, accounting and business subjects, such as audits, succession planning, financing and employee benefit plans. The content builds goodwill and generates leads by giving readers ideas about steps they can take to increase their business and financial success.

Email / online / print tax and accounting marketing newsletter

The four-page print newsletter version of Ideas for Your Success can be branded with your firm’s logo and customized with self-mailer and contact information. The print version is also available in PDF format to post on your website. The online/email newsletter version allows you to change content and images, add partner bylines, insert links to your website and include an introductory message.

Ideas for Your Success target audience

• Business owners and executives
• Professionals and the self-employed
• Individuals and families
• Clients, prospects and other contacts

Ideas for Your Success representative topics

• Tax planning for businesses and individuals
• Accounting, auditing and internal controls
• Strategic and succession planning
• Retirement and personal financial planning
• Employee benefits, recruitment and retention
• Business financing and management
• Technology and accounting systems
• Fraud and human resource issues

To view PDFs and the email version of Ideas for Your Success, click on the links in the sidebar at left. To learn more about PDI Global’s newsletter marketing programs, visit our newsletter landing page.

Cost-effective marketing newsletter for McGladrey Alliance members

To put Ideas for Your Success to work for your firm, or to request a print sample and more information about this versatile marketing and client communications tool, email us or call 800.227.0498. Also, if you have a construction niche practice, be sure to check out our Profit Builder marketing newsletter for McGladrey Alliance members.