Current ActivitiesBob helps practices create and implement growth strategies. These include the creation of a marketing plan through Visionary�s unique Marketing roadmap process to the execution of lead generation programs to build a pipeline of new prospects. Two significant areas of expertise Bob has developed are the identification of merger and acquisition candidates in the accounting profession and a process to train and coach firms and individuals to be more comfortable selling. He has a unique process to identify firms that need to be purchased or merged, but do not know how to create that transition plan. His marketing background includes writing the content and designing websites, literature, surveys, email messages and general branding and image needs.An Ex-AccountantHow many marketing professionals have closed the books, created financial statements, wrote accruals or done an internal audit? It can be hard to relate to a prospect�s needs if you have never done the job. Bob has; managed a $1B billing department for a Fortune 38 company; ran a 6 state accounts payable and accounting department; created income statements and balance sheets; conducted internal audits; and developed $100M plus budgets.EducationBob has a Bachelor of Science degree in Finance and a Masters of Business Administration from DePaul University in Illinois. He has a decade of experience in accounting and financial management, and almost twenty years in professional marketing for the accounting and financial profession.
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Independent and authoritative analysis and perspective for the banking industry