: Julie TucekTitle
: Marketing DirectorYears of Experience
: 22 years in accounting marketingCollege Name & Degree
: Saint Mary’s College, Bachelor of Arts degree in Communications, with a minor in AdvertisingFirm Name
: Legacy Professionals LLPFirm City & State
: Chicago, IllinoisFirm Size
: 25 partners/principals, 3 offices, 145 professionalsEmail Address
: firstname.lastname@example.orgProfessional Memberships
: Association for Accounting Marketing (AAM), Association Forum of Chicagoland, Union League Club of ChicagoCommunity Involvement
: Irish Fellowship Club of Chicago, Saint Mary’s College Chicago Alumni Club, Clemson University Parent’s Council, and Fenwick Mother’s ClubLinkedIn Profile
What are your thoughts on the alignment of sales and marketing?
My thoughts are that sales and marketing must be aligned to achieve success.
What is the structure of your marketing department?
The marketing department includes me and my marketing coordinator. The partners and employees at the firm are also an integral part of our marketing team – serving clients and promoting the firm as ambassadors.
What is your proudest career accomplishment?
My proudest career accomplishment was being inducted into the AAM Hall of Fame in 2014. I have admired and been friends with many of the folks that have been honored in the past, and it was a great honor for me to even be included in this group with them. There also are a few very notable client acquisitions that have occurred over the years and rank pretty high on my list of proud career moments.
What have you learned the hard way?
I have become more patient over the years and this has been very challenging for me. I also have learned you can only control yourself, not others, and you can make adjustments in order to succeed.
What is a ‘must know’ for new accounting marketers?
I believe it is important to understand the business of an accounting firm – for instance, you need to understand what makes a profitable client. Spend time studying the firm’s numbers and ask a lot of questions so you understand these things inside and out. You also should meet the clients and get to know them – develop a true and thorough understanding of the business of your firm and its ideal client.
What are your special skills or what is something people may not know about you?
I am a die-hard softball mom of a catcher and now-retired pitcher. In addition to my love of watching and attending sports and exercising, I love traveling with my family (and friends) –
most joyfully on points and miles.
What is the biggest benefit you receive from your AAM membership or what affect has AAM had on your career?
One of the biggest benefits I have received from my membership in AAM is the people I have met and become friends with over the past 20 years. It’s an awesome community of wonderful and talented people.
Share one marketing tip.
Keep working to be in the right place at the right time, but WANT to be there.
What do you feel is the biggest issue is facing accounting marketers today?
Challenges we face include adjusting to the changes in the world as they relate to technology and staffing/retaining employees.
What would you be doing if you had not become a marketer?
If I hadn’t become a marketer, I would probably perform executive searches, which is pretty similar when you think about it.
What is the biggest project you are working on right now?
Our corporate headquarters is moving out of downtown Chicago and into a suburb right by my house! I am on the Move Committee, which has been a lot of fun and something quite different from my usual responsibilities. We’re doing a total build-out so there are lots of decisions to be made.
If you had an unlimited budget, what is one thing you would implement immediately?
I would implement a firmwide, totally integrated, CRM system that everyone could access from all devices – one that everyone knew how to use perfectly!
What books have you read recently that you feel would be beneficial to other AAM members?
My book suggestion is likely contrary to the typical answer to this question. An AAM member is typically a super hard-working, focused individual and that’s why I would recommend reading any enjoyable work of fiction on a warm, sunny day at the beach. This is exactly what I plan to be doing in August on family vacation!