Marketing Correspondence Cookbook

Typically accountants don’t think of themselves as marketers, so we’ve done the hard work for you. The Marketing Correspondence Cookbook is a collection of surefire marketing letters (and other promotional pieces) for the practicing accountant. 

Sample letters include direct mail to:

  • Businesses
  • Homeowners
  • Existing clients
  • Referral sources

These powerful letters promote various services, including estate planning and wealth management. You'll also find sample brochures, telemarketing scripts and press releases.

Members $135*
Non-members $160*

*Applicable taxes, shipping and handling will be added.