The Whetstone Group, Inc. - Growth Network

Interested in increasing referrals?
Identifying more targets?
Closing more business?
Join the Growth Network!
With the guidance of Whetstone's accounting marketing experts,
up to 10 firms can connect on a regular basis to discuss best practices and learn effective strategies to improve growth.
For an affordable annual membership fee you'll receive:

Real Interaction: With three face-to-face meetings per year and numerous other contacts through Web casts, email, telephone and a ListServ, you'll feel truly connected to Whetstone and the other Growth Network members. Together we will share growth issues, brainstorm new ideas and discuss proven practices for growing your practice.
Strategies that Work: No vague ideas that leave you wondering what to do - you'll be given specific tools, worksheets and processes to help you implement the tactics we discuss. From gaining more referral business to developing individual sales plans our proven strategies have been designed and tested on CPA firms just like yours.

Created for firms with annual revenues $5 million and under, the Growth Network is intended to assist those who don't have the budget to invest in full growth planning but still seek to learn best practices and strategies.

Develop the skills necessary
to be a leader of growth in your firm.

Education. Two hours of materials that qualify for CPE credit will be provided at each session. Theory and processes for growth will be discussed. Possible topics include: Marketing vs. sales and how they are different, strategic approaches to growth planning, how everyone in the firm plays a role in growth and how to get more referrals from COIs and clients.
Tools. Each session will provide specific tools and how to implement them in the firm or niche teams. Examples include: Client service plans, goal setting, tracking and reporting, pipeline reporting, ROI on partner time spent on business development, long term follow-up planning, and client testimonials.
Projects. During the sessions the group will work on common projects and will be asked to bring examples of what their firm is doing now. Project work allows for the sharing of best practices and a chance to debrief and provide constructive suggestions for improvement. Suggested projects include: proposals, firm brochures, sales training programs, Web sites, marketing collateral and marketing plans.
Networking. The group will have an opportunity to ask questions to each other and the facilitators on topics of interest. Open forum topics can be determined in advance or be ad hoc. Between sessions a ListServ will be set up as a place to get input and answers to specific questions. In addition, each member can contact Lisa Rhatigan, Whetstone's Vice President, for questions and ongoing guidance and consulting via telephone for up to one hour per month.

Finding Growth Just Got Easier.

Membership fee includes:

Membership privileges for two individuals in your firm
Three meetings per year
Two Web casts per year
Ongoing consulting and guidance via email/telephone up to an hour a month
A ListServ for members to circulate questions and share ideas

Fee: The membership fee is $8,995 annually.
Call today, registration is limited to 10 firms.

Contact: For more information, or to join, contact:
The Whetstone Group
Carrie Steffen
carrie@thewhetstonegroup.com
319.447.6402

-OR-

The Alliance of Professional Association
Nancy Drennen
nancyd@the-apa.com
800.475.4476 or direct 402.778.7920

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