Why Smart Business Owners Recommend a Marketing Partner (Even If They’re Not in Marketing)
As a CPA, business coach, HR consultant, or systems expert, you’re used to seeing the inner workings of your clients' businesses. You know when something’s not adding up—and one of the most common gaps in small to mid-size businesses is a clear, results-driven marketing strategy.
The truth is this: businesses that don’t prioritize marketing will stall out. The leads slow down, revenue plateaus, and brand value fades. That's why more business advisors are partnering with strategic marketing consultants—not just to give better advice, but to get better results for their clients.
Here’s how different types of professionals can spot the signs—and what to do about them:
CPAs & Accountants
Your clients want revenue growth, but without a marketing plan, even a profitable business can hit a wall.
💡Companies with documented marketing strategies are 313% more likely to succeed.
Tip: Help clients secure their financial future by recommending a marketing partner who can drive pipeline, cash flow, and smart growth.
Bookkeepers
Inconsistent income? Look at the leads. You see the dips in income before anyone else. Often, it’s not poor operations—it’s poor visibility.
💡61% of marketers say generating traffic and leads is their biggest challenge.
Tip: When you bring in a marketer, you help create consistency in income—and peace of mind for both you and your client.
Business Attorneys
Formation, mergers, and restructuring are pivotal moments. A smart marketing strategy makes the most of them.
💡Strong branding can increase business valuation by up to 20%.
Tip: Help clients realize the full value of your legal work by connecting them with a marketing expert early in the process.
Fractional CFOs
Marketing drives the KPIs you're measured on.When aligned with financial goals, marketing is one of the highest-ROI investments available.
💡Companies that align marketing and finance grow 19% faster.
Tip: Recommend a marketer who builds a strategy that maps directly to revenue, retention, and profitability.
HR Consultants
Culture starts with the brand. A strong employer brand helps attract the right talent and reduce hiring costs.
💡Companies with strong employer brands reduce cost-per-hire by 50%.
Tip: Partner with a marketing strategist to build internal and external branding that supports your client’s growth goals.
Business & Executive Coaches
You help leaders grow. But without external visibility, their business remains invisible.
💡Consistent brand presentation can increase revenue by 23%.
Tip: Support client growth by referring a marketing strategist who translates personal transformation into business traction.
Recruiters & Staffing Agencies
Hiring is now a marketing function. Your placements are only as strong as the company’s public-facing brand.
💡 86% of HR pros say recruitment now functions like marketing.
Tip: Give your candidates a better chance at sticking by ensuring your clients’ brands are magnetic to top talent.
IT Service Providers & MSPs
Tech is only half the battle—visibility is the other. You can set up flawless infrastructure, but if no one finds or trusts the business, what’s the point?
💡 88% of consumers trust online reviews and websites as much as personal recommendations.
Tip: Pair your service with a marketer who strengthens your clients' digital footprint.
Web Developers & UX Designers
A beautiful site is useless without strategy. You build the house—marketing fills it with people.
💡 70% of small business websites lack a call to action.
Tip: Collaborate with a marketing strategist to ensure your builds convert, not just impress.
CRM & Systems Consultants
CRMs need fuel—leads and engagement. A CRM is only as effective as the strategy feeding into it.
💡 Automating lead management increases revenue by 10%+ in just months.
Tip: Make your tech solutions indispensable by pairing them with targeted marketing execution.
Graphic Designers
Design without strategy is decoration. No matter how stunning your work is, it needs a message that moves people.
💡 Users form an opinion about a website in 0.05 seconds.
Tip: Collaborate with a marketing strategist to make sure your visuals tell the right story—and drive results.
Photographers & Videographers
Content is king—but distribution is the crown. High-quality media creates impact—but only if people see it.
💡Video marketing generates 66% more qualified leads.
Tip: Partner with a strategist to turn your creative assets into measurable ROI for your clients.
Commercial Realtors
Helping clients move in is just the start. Location brings traffic, but marketing turns it into paying customers.
💡77% of consumers research a business before visiting in person.
Tip: Recommend a marketing partner who can help tenants thrive in their new space.
Business Brokers
Marketing boosts valuation—plain and simple.The right brand can close deals faster and at a higher price.
💡Strong brands sell for up to 25% more.
Tip: Add value to your brokerage services by connecting clients to brand strategy experts before the sale.
IN SUMMARY
No matter what kind of business you operate, one truth holds: marketing isn't optional—it’s essential. Partnering with a strategic marketer not only helps your clients grow, but it also strengthens the value of your own services. Contact me to see how I can support you by helping your clients grow.