Marketing Tip #5 – Get a Dedicated Marketing Person

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No-one should have ‘/Marketing’ in their job title. When Marketing gets added to a job description it immediately becomes the second priority. In tax season there’s no way marketing is going to happen when it falls to the Admin/ Marketing person. And while marketing is everyone’s responsibility, it’s also an important function that requires a dedicated person to coordinate the activities in the marketing plan.

Not every firm needs someone in a full time role. A part-time position 2 days a week to coordinate direct mail, the email newsletter and make 20 phone calls to prospects might be all you need. An intern from the local college is the perfect candidate, in fact they’d love the experience for their resume. Larger firms with more ambitious growth aspirations will need someone, with a marketing background, in a more permanent, formalized role. Look at what you want to achieve, how much you want to spend and go from there.

Some of the responsibilities for the marketing person include:

  • Adding prospects names to the database
  • Coordinating the direct mail
  • Updating the website and social media platforms
  • Setting up breakfast/coffee/ lunch appointments for the Partners
  • Coordinating seminars
  • Telemarketing
  • Coordinating the email newsletter
  • Finding events for partners and team members to participate in.

And the list can go on.

If you’re serious about marketing, make it a dedicated role. Establish your needs and then find the right person. Make sure they have the right attitude – that business is great and we’re looking for more.



Sarah Gardiner

All stories by: Sarah Gardiner