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Need marketing ideas? Subscribe to our newsletter on marketing and business development for CPAs, lawyers & financial advisors

We invite you to view and sign up for PDI Global Strategic Advisor, our free quarterly newsletter on marketing and business development best practices for accounting firms, law firms, banks, insurance providers and financial advisors. You’ll find links to recent issues at left.

PDI Global Strategic Advisor focuses on new and proven ways to achieve your firm’s marketing, client retention and business development goals. The articles cover a wide range of practice development topics and are filled with:

  • Creative ideas and informative case studies,
  • Tips for positioning your firm as a thought leader,
  • Strategies for building stronger and profitable client relationships, and
  • Examples of communication tools that can help you realize more of your firm’s potential.

Each issue also provides information about our marketing and client communication solutions.

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Also, we would welcome your questions, comments and suggestions for future articles in PDI Global Strategic Advisor. To submit them, please email us or call 800.227.0498.