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Accountants

in a world of change
The top four threats!

Introduc7on to your presenter

David Oliver MCIM Founder Insight Marke7ng Interna7onal


and senior member exec team MyFirmsApp
MyFirmsApp provide the only app in the
world for accountants; that is branded
tailored and fully compliant.

Endorsed by industry bodies this low cost mobile
app solu<on makes business life
be>er for accountants and their clients

During the session as a delegate you get the
opportunity for a FREE TEST DRIVE and a free
copy of our latest publica<on.. 21 Top Tips

Ill explain later but at any <me type test drive
into the ques<on box and we will rush your free
copy of the 21 Top Tips

Introduc7on a profession under threat

Introduc7on under threat

Content for today has been drawn from;


1. Our own internal team of MFA analysts
2. Our calling teams over 7000 calls to accountants monthly
3. Paul Dunn B1G1
4. Tony Margaretelli ICPA
5. Accountancy Age
6. Panali7x Iris & Syscap report
7. Kevin Salter ICAEW

A profession under threat .


a landscape of disrup7on

How do we handle this disrup7on how do we


protect our future and safeguard clients?

A lesson from Kodak

What can we learn?

Remain contemporary
Wisely use technology
Stay ahead of compe7tors
Be aware of market risks

Quote; A safe life principle is to


engage with what will
ul3mately benet clients,
because thats what they will
ul3mately engage with

Threat 1 Aec7ng our profession

Losing control due to technology

Clients have always been protected

Un7l now . . .

Are you in control of


your clients using the
technology they
desire and need?

Clients control is being given away

Prime Real Estate Given Away!


As I men7oned before the XXX app is
high usage with customers using it
mul7ple 7mes per week.
The front screen of any mobile device
is prime 7me real estate and a great
place to be seen!

Real estate you need to control


This is an area your rm need to own, benet from and control.

Lose your clients here and how can you respond, adapt and change
in the future?

How will you remain contemporary?

What does it say if your compe7tors launch one and you dont.

Please dont get unnecessarily lec behind 30-40 new rms subscribe
to MyFirmsApp alone each month

% of <me spent using Apps on


smartphones and tablets
BBC News; ave person checks their phone 85 <mes per day

The Power & Control Returns to You


Clients Your Firm Systems & Data

One single, simple


aordable solu<on
that does all this.

A balanced view

The Power & Control Returns to You


Clients Your Firm Systems & Data

STORY TIME !
Will Farnell from Farnell Clarke

Why this is mission


cri<cal whatever
your size, wherever
you are...

Every rm of every size has a choice.

If you do this you will win

If you dont do this you will lose

Get to see it for yourself!


Everyone can register for your Free App test drive
telephone or skype demonstra7on
absolutely free

Please just type app test drive into the
ques7ons or chat box.

With 30-40 new rms each month launching their
own app please don't leave it and please dont miss
out & get lec behind

The HMRC and digitaliza7on

To vendors, socware companies and


the even the HMRC

The biggest threat to smaller rms is not


compe<tors but sadly directly from HMRC

HMRC a_tude; we would be be>er o if


small businesses never used an accountant

Confusion who is managing who?

Confusion who is managing who?

Back in
control

The goal of the App is to protect &


empower you:

Retain control.
Protect your clients from HMRC IRS
ATO & third party solu7on providers
Manage, mone7ze and benet from
the App ecosystem
Dieren7ate your rm

Save 7me

The BIG target the small

The top 4 and more

The top 4 and more

The top 4 and more

The top 4 and more

The top 4 and more

Technology HMRC
The top 4 and more
The Impact So Far

The Accountancy Insights &
Benchmarking Report Reveals

61% of rms surveyed have lost between 1 and 10 clients
in the past 12 months

Outdated marke7ng produces less clients

Successful Marke7ng is changing

A>rac<ng Buyers No Selling

New image from SC

The Mechanics of Lead Genera7on

It Starts With Making Your Website Really Work

Weve just met



Will you marry
me?

Most Visitors are not ready to enquire



90% or more of your website visitors wont be
ready to make an enquiry

So if youre not catering for them
Your losing the bulk of your website visitors

Its a MAJOR oversight



96% of aoendees to the rst live broadcast of this


session had no compelling soc oer on their website!

What is a soc oer or CTA?



A soc oer ac7vated by a Call To Ac7on (CTA)
Something compelling, engaging and free
Available instantly or in a few seconds
Thats valuable to the visitor
In exchange for basic visitors data
Star7ng the rela7onship

These are not strong CTAs!

This is not a compelling CTA!

The ini7al CTA was nicely


worded

However it leads to a form
with 16 elds. Realis7cally
very few visitors will ll this
in.

As a general rule of thumb
you lose 5-10% of visitors
per ques7on you ask
depending on the strength
of the oer

This is closer

Nicely worded with clear benet, bright colours and


urgency - sadly it did nothing when you clicked the box

This could be improved by oering a free guide or
eBook on the topic, building your inbound model.

Launching your own App will help you


simplify much of your marke7ng

It makes Business life be>er and easier for


you your sta and your clients

A free give away soC oer


Key dieren7ator
Remarkable Communica7on Tool
An Indirect promo7on

Bringing everything together

Launching your own App will help you


simplify much of your marke7ng

It makes Business life be>er and easier for you your
sta and your clients

Currently 500 rms have the app


There are over 100,000 end users (thats your clients & prospects)
And In January alone clients & prospects used the calculators
tables and func7ons of the app a total of 25,318 <mes

Remember A safe life principle then is to engage with what will
ul7mately benet clients because thats what they will ul7mately
engage with!

No Selling - Just Give it Away


Giving away your Free App implies:

You are dierent



You are technologically advanced

You care enough to launch a free App

You are proac7ve, prepared to reach out

You are smart, forward thinking & crea7ve

Than their exis3ng supplier


Their current rm are old fashioned
Their current suppliers dont
Not heard from their rm
Other suppliers are quite the opposite

App Flyers, Emails, S7ckems, Website CTA


Successful ethical marke7ng made easy

CTA, phone covers, etc all make it easy

Some things the App Does for You

Automated client communica7ons


Push No7ca7ons

MFA provides accountants with a branded, tailored mobile App,


Clearly dieren7a7ng them from every other accountant
It brings all accoun7ng systems, informa7on & data into one place under your own brand
It is bespoke to your rm.
Endorsed by industry professional bodies, it simplies technology
Brings systems together, improves marke7ng
Enables beoer communica7on and closer rela7onships with sta, clients and prospects.
The App saves 7me and money,
Singular
& Instantaneous
Gives control
and generates condence about the future of the business.

Direct
& Irresis7ble
bounce rate
0%

80% + higher open rate than email


Seconds to send
No data stored by you
Can be wrioen and scheduled in advance

How does this bring


you closer to your
clients?

An open door New Marke3ng Tool


Push Messages

Singular & Instantaneous


Direct & Irresis7ble
0% bounce rate
80% + higher open rate than email
Seconds to send
No data stored by you

An open door New Marke3ng Too


Push Messages

Type test drive


Singular & Instantaneous
Into the ques<on
Direct & Irresis7ble
0% bounce rate
dialog box

80% + higher open rate than email


Seconds to send
No data stored by you

How does this bring


you closer to your
clients?

An App will win you clients


Increased Referrals
Direct Enquiries
App Promo7on
Increased Customer Loyalty
Hours of Time saved
Future Proof
Make IT Solu7ons instant and eortless

To protect your rm from the 4 threats &


capitalise on the opportuni<es
The App is a mission cri7cal
opera7onal and marke7ng plauorm
to;
recruit & retain clients
save opera7onal costs
communicate to prospects & clients

And cost just 240 per month

What to do now?
Everyone can register for your Free App test drive
telephone or skype demonstra7on consulta7on
absolutely free

When you do I will rush you this free report

Please just type app test drive into the ques7on
dialogue box.
With 30-40 new rms each month launching their own
app please don't leave it and please dont miss out & get
lec behind

Free Report with


Your App test Drive
lead genera7on 7ps,
tricks and ideas
covering those we
cannot go through in
detail today

lead-
genera7on-3d-2015-v.
1

What to do now?
Everyone can register for your Free App test drive
telephone or skype demonstra7on consulta7on
absolutely free

When you do I will rush you this free report

Please just type app test drive into the ques7on
dialogue box.
With 30-40 new rms each month launching their own
app please don't leave it and please dont miss out & get
lec behind