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Alison Simons

Strategic, disciplined, and impactful marketing consulting for CPAs and Wealth Management firms

Alison Simons is the founder of Simons Marketing, LLC, a marketing consulting firm based in Framingham, Massachusetts. With over 15 years of experience in the professional services industry, she specializes in providing strategic marketing solutions for CPA and wealth management firms. Simons Marketing focuses on developing ROI-driven marketing strategies and executing them effectively to help businesses achieve their goals.

Professional Background

  • Founder: Simons Marketing, LLC (January 2013 - Present)
    • The firm collaborates with professional services firms to create and implement marketing strategies that align with their long-term objectives while considering budget constraints.
  • Previous Roles:
    • Director of Marketing & Business Development at Fenway Search Group (February 2012 - September 2012)
    • Head of Marketing at Braver PC (July 2004 - July 2011)
    • Marketing Coordinator at IMG/TWI (September 2002 - July 2004)

Education

Alison holds a Bachelor of Science in Marketing and Information Systems and an MBA focusing on organizational change, sustainability, and strategic management from Boston College.

Recognition

In 2009, she was named one of the Boston Business Journal’s "40 Under 40," recognizing her as a leading figure in the Boston business community. Additionally, her LinkedIn profile has been noted as one of the top 1% most viewed profiles in 2012.

Certifications

  • HubSpot Solutions Partner: Certified in January 2021, demonstrating expertise in inbound marketing strategies.

Alison is known for her agile approach to problem-solving and her ability to connect people and businesses effectively.12

Highlights

Aug 27 · linkedin

How can accounting firm marketers get partners' buy-in when proposing new strategies or tactics? Here's what I told Growth Strategies Consultants' Corner for their latest issue:

  1. Align with firm goals: Marketing doesn't set a firm's goals; it helps achieve them. Ask partners what they want to accomplish and align your activities with their goals.

  2. Take baby steps: Start small with one or a few partners. Have a start and end date and the metrics that you'll measure to determine if you scale up. Show success before asking everyone to make a change; you may not get everyone to change but that will have to be OK.

  3. Mind your metrics: Showing an increase in website traffic is nice, but a sales pipeline that includes more ideal clients and revenue than last year is better. It's harder to do but will get more attention from partners.

Read the full issue below, and thanks for featuring me Association for Accounting Marketing (AAM)!

Aug 22 · linkedin

The latest Future of Professionals Report 2024 from Thomson Reuters is a must-read for anyone in the accounting field. This comprehensive report sheds light on the evolving landscape of professional services. Here are my Top 3 takeaways:

  1. Generational shifts and technological advancements are reshaping the industry: "Firms and in-house teams that adapt to this moment will thrive, while those that resist risk being left behind."

In a world where change is the only constant, firms that pivot quickly to meet new demands will not just survive; they will flourish. Whether it’s adopting new technologies or rethinking traditional business models, the ability to adapt is crucial.

  1. Gen Z professionals in driving the AI revolution within firms: "Gen Z professionals are significantly more likely to have already identified new opportunities for the use of AI... Gen Z professionals within firms are twice as likely as their baby boomer counterparts to have ideas for how the technology could be used to develop new services."

This generational shift is not just about age; it’s about a mindset that embraces innovation. For accounting firm leaders and marketers, this means fostering an environment that encourages younger professionals to share their ideas and lead the charge in AI implementation.

  1. Firms need to develop new pricing models: "Firms understand that they will need to develop new pricing models that reflect the value of the work provided, rather than simply the time it has taken."

This shift towards value-based pricing is a game-changer. It challenges the traditional billable hour model, urging firms to align their fees with the quality and impact of their services. For marketers, this presents an opportunity to communicate value more effectively and differentiate their firm in a competitive market.

Accounting firm leaders, now is the time to act. Encourage your Gen Z employees to lead the way with AI, rethink your pricing strategies, and adapt to this moment of change.

Let's discuss how we can implement these insights in our organizations. Share your thoughts below!

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Alison Simons
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Location

Framingham, Massachusetts, United States