Marketing for Accounting Firms (Matt Banker)
Explorez tous les épisodes de Marketing for Accounting Firms
| Date | Titre | Durée | |
|---|---|---|---|
| 27 Sep 2022 | Content Marketing for Accounting Firms | 00:36:06 | |
A discussion with Erin Fults about what to write and how to write good content for your firm. Connect with Erin: LinkedIn | Website Our Recommended Tool Stack:
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| 27 Sep 2022 | The Intersection of Marketing and Recruiting | 00:37:58 | |
A discussion with Ryan Thein about how marketing your firm for prospects and marketing your firm for potential hires overlaps. Connect with Ryan: LinkedIn | Website Our Recommended Tool Stack:
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| 11 Oct 2022 | Understanding Brand Archetypes for Accounting Firms | 00:32:09 | |
You can't do much to choose your own personality, but you can choose the personality of your firm. Julie and I have an in-depth conversation about how identifying your brand archetype can help you understand your clients better, differentiate your firm, and add a bit of personality to your marketing. Connect with Julie: LinkedIn | Website Our Recommended Tool Stack:
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| 28 Nov 2022 | Choosing a Niche for Your Firm | 00:26:10 | |
Seanna Asper runs a fractional CFO firm called Cultivated Strategy that works exclusively with companies in the AEC (architecture, engineering, and construction) industry. She talks about the benefits of having a narrow niche, how she decided on AEC, and how she markets her firm within that industry. Our Recommended Tool Stack:
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| 21 Feb 2023 | Why Design Matters for Your Firm | 00:34:25 | |
Sarah Hackman of Hackman Creative talks with us about design and why it matters for accounting firms. Our Recommended Tool Stack:
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| 07 Mar 2023 | How to Hire a Marketing Agency For Your Firm | 00:47:29 | |
On episode 6 of the Marketing for Accounting Firms Podcast, we have a discussion with Erin Andrews about the process of hiring a marketing agency for your accounting firm. Our Recommended Tool Stack:
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| 07 Apr 2023 | Marketing Advisory Services For Your Firm | 00:47:35 | |
We talk with Mark Stovel to learn more about his journey to offering advisory services for his accounting firm. Our Recommended Tool Stack:
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| 24 May 2023 | Choosing The Right Time To Market Your Firm | 00:45:29 | |
On today's episode, Matt is thrilled to have Geraldine Carter, an experienced consultant for CPAs, who specializes in helping them optimize their businesses. Together, they explore the crucial question of when the right time for accounting firms is to invest in marketing and when should they hold off. Geraldine shares her expertise in working with CPAs, guiding them to streamline their operations and focus on their ideal clients. By identifying their target audience's needs and preferences, she helps them tailor their messaging, packaging, and offerings to attract the right customers. The result? A more efficient and profitable accounting firm that delivers value and commands higher prices. Our Recommended Tool Stack:
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| 07 Jun 2023 | The Essential Marketing Tactics | 00:41:57 | |
Join host Matt Banker in this episode of the Marketing for Accounting Firms podcast as he sits down with Tracy Kelly, an experienced marketer specializing in family-owned B2B businesses. Tracy shares his expertise in helping family-owned businesses navigate the world of marketing and establish a solid digital presence. They delve into the importance of a well-designed website as the foundation for effective marketing strategies and discuss the challenges faced by businesses transitioning from traditional to digital marketing methods. Tracy provides valuable insights on website development, traffic generation, lead nurturing, and the overall marketing journey for family-owned businesses. Whether you're an established firm or a solo operator, this episode offers practical advice for enhancing your online marketing efforts. Our Recommended Tool Stack:
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| 21 Jun 2023 | Awareness Island: Marketing Basics | 00:26:59 | |
Join Matt on a visual journey as he provides a mental map to help you conceptualize the marketing process for your accounting firm. In this solo episode, Matt explores the crucial first step of any marketing journey: getting people onto Awareness Island. Some individuals reach this stage organically through means like podcasts, conferences, or recommendations from friends. Others arrive without your direct influence, turning to search engines like Google or seeking advice from their personal networks. Connect with Matt: LinkedIn | Website Our Recommended Tool Stack:
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| 06 Jul 2023 | Low-Hanging Fruit: Maximizing Marketing Impact for Accounting Firms | 00:35:40 | |
In this episode, Matt engages in a captivating conversation with Patrick Dichter, an accounting firm owner who took an unconventional path into the world of accounting through his background in marketing. Prepare to gain valuable insights into optimizing your firm's marketing efforts from a unique perspective. In this episode, Patrick shares the story of how he found his way to owning an accounting firm, despite not having a traditional accounting background. With a passion for helping small businesses, Patrick witnessed the transformative power of quality bookkeeping and saw an opportunity to acquire accounting firms. He takes you on his exciting journey, highlighting the benefits he discovered along the way. Our Recommended Tool Stack:
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| 15 Aug 2023 | LinkedIn for Accountants | 00:40:06 | |
In this episode, we tackle the often overlooked but essential topic of marketing on social media, with a focus on the professional networking powerhouse, LinkedIn. Accountants are no stranger to numbers, but the numbers game of social media can sometimes feel alien and intimidating. Ashley sheds light on why many accountants shy away from marketing and delves into the historical context that has contributed to this reluctance. Ashley shares his insights on the power of personal branding and how leveraging platforms like LinkedIn can help accountants transition from the one-on-one client interactions to reaching a broader audience in the digital landscape. We explore the dynamics of building trust and credibility through social media and the role that a well-established online presence can play in attracting the right clients. Connect with Ashley: LinkedIn | Website Our Recommended Tool Stack:
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| 21 Sep 2023 | The Difference Between Favorite Market and a True Niche | 00:44:31 | |
Join Matt as he delves into the fascinating journey of discovering your niche with today's guest, Todd Howard. Todd is a seasoned expert in helping individuals and businesses identify their unique place in the industry. In a world filled with advice about the importance of having a niche, many find it a daunting challenge to pinpoint exactly where they belong. Todd's insights challenge the conventional wisdom surrounding niches, urging us to view them as a means to create a protected space for our businesses rather than just a favored market. Discover why a strong niche is more than just a label and how it goes beyond working with a specific industry or market. Our Recommended Tool Stack:
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| 11 Oct 2023 | Your Personal Brand as a Firm Owner | 00:31:38 | |
In this episode, our guest, Nicole Davis, takes us on her journey from being a reserved accountant to becoming a prominent figure in the digital landscape. Nicole shares her initial hesitations about being visible in public spaces, especially on social media, highlighting her introverted nature. However, as the owner of a growing accounting firm, she recognized the need to adapt and evolve. With a strategic mindset, she decided to leverage social media to transform her firm’s presence and reach. In this candid conversation, Nicole emphasizes the significance of trust in the accounting business. She discusses the challenges of gaining trust from both clients and potential team members, and how her active social media presence has played a pivotal role in overcoming these challenges. Nicole delves into her journey of building a marketing budget, emphasizing the importance of calculated investments. She shares insights on various marketing campaigns, from targeted mailings to online advertising, shedding light on the thought process behind each decision. By sharing her experiences, she demystifies the world of marketing for fellow accountants, offering practical advice on allocating resources effectively. Join us as we explore the intersection of accounting, social media, and marketing strategies with Nicole Davis, unraveling valuable lessons for firm owners looking to enhance their online presence and grow their businesses. Tune in and discover the power of authenticity, transparency, and strategic marketing in the world of accounting. Our Recommended Tool Stack:
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| 01 Dec 2023 | Riches or Royalty | 00:39:34 | |
This episode of Marketing For Accounting Firms discusses the "Rich or Royalty" dilemma many business owners face. Host Matt Banker and James Kwon explore a business's two paths: building a scalable system that generates wealth or remaining a smaller, more personal firm centered around the owner. They discuss the pros and cons of each approach and how to decide which is right for you. Highlights:
Listen to the full episode for more insights on Rich or Royalty. Our Recommended Tool Stack:Wordpress Hosting: Flywheel: https://share.getf.ly/c05x9v Email Delivery: Active Campaign: https://activecampaign.referralrock.com/l/1R97B8DNN70/ Video Transcript and Editing: Descript: https://www.descript.com/?lmref=P7B3NA Hosted on Acast. See acast.com/privacy for more information. | |||
| 11 Dec 2023 | The $200 Marketing Tech Stack for Accounting Firms | 00:11:49 | |
Marketing for accounting firms can be expensive, but it doesn't have to be. This week, Matt guides us through a tech stack that can give you impressive marketing results for only $200. For real! We spend so much time with new marketing software, and THESE are the ones that stand out to us in terms of value. From which AI you should pay for, to how to do cheap graphic design, you don't overpay for marketing products for your accounting firm when you can literally do it for hundreds of dollars. Here is the marketing tech stack for accounting firms. #marketing #accountingfirm #techstack #canva #chatgpt #descript #activecampaign #Meetedgar #brightlocal Our Recommended Tool Stack:
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| 18 Dec 2023 | What's Wrong With Accounting Marketing | 00:41:26 | |
In this episode of Marketing for Accounting Firms, Matt Banker from Benchmark Growth discusses the common mistakes in marketing for accounting firms with guest Lorilyn Wilson. They delve into the importance of injecting personality into content, focusing on video as a key tool. Lorilyn shares her journey, starting with a successful experiment on TikTok during quarantine. The conversation highlights the need for spiky opinions and a strong point of view in social media content for accountants, emphasizing the value of building a personal connection with clients. Tune in for insights on how to make accounting content engaging and relatable in the digital age. Our Recommended Tool Stack:
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| 22 Dec 2023 | How I Built My Firm - John Drawdy | 00:23:46 | |
Join Matt Banker, founder of Benchmark Growth Marketing, in a candid conversation with John Drawdy, owner of Paragon Accounting and Tax Solutions. As part of our How I Built My Firm series, John shares the story of building his firm from scratch and the challenges he faced along the way. Discover the key moments that shaped Paragon's growth from networking strategies to an acquisition gone awry. Tune in for insights on organic growth, the impact of a former manager's departure, and the lessons learned in navigating the competitive accounting landscape. Whether you're in the industry or curious about business evolution, this episode provides valuable insights into entrepreneurship, strategic growth, and overcoming challenges in the accounting world. Our Recommended Tool Stack: WordPress Hosting: Flywheel: https://share.getf.ly/c05x9v Email Delivery: Active Campaign: https://activecampaign.referralrock.c… Video Transcript and Editing: Descript: https://www.descript.com/?lmref=P7B3NA Listen On: YouTube: https://www.youtube.com/channel/UCuRX4u8IASb63Qbln0b3ZyA/videos Spotify: https://open.spotify.com/show/4eMXgy5Gr6gxx9tjDc8f04 Apple Podcasts: https://podcasts.apple.com/us/podcast/marketing-for-accounting-firms/id1647185214 Hosted on Acast. See acast.com/privacy for more information. | |||
| 22 Dec 2023 | How I Built My Firm - Craig & Michelle Hausz | 00:39:46 | |
Join Matt Banker on another episode of Marketing for Accounting Firms as he engages in a conversation with Craig and Michelle Hausz, owners of CMH Advisors, based in Texas. This episode is part of the "How I Built My Firm" series, where firm owners share their growth stages and experiences. Craig and Michelle delve into the inception of their firm, its growth through acquisitions, and the unique dynamics of their partnership. Discover how they balance each other's strengths and weaknesses, contributing to the success of CMH Advisors. Gain valuable insights into building a thriving accounting firm and navigating challenges with the right mentorship and financial planning. Our Recommended Tool Stack: WordPress Hosting: Flywheel: https://share.getf.ly/c05x9v Email Delivery: Active Campaign: https://activecampaign.referralrock.c… Video Transcript and Editing: Descript: https://www.descript.com/?lmref=P7B3NA Listen On: YouTube: https://www.youtube.com/channel/UCuRX4u8IASb63Qbln0b3ZyA/videos Spotify: https://open.spotify.com/show/4eMXgy5Gr6gxx9tjDc8f04 Apple Podcasts: https://podcasts.apple.com/us/podcast/marketing-for-accounting-firms/id1647185214 Hosted on Acast. See acast.com/privacy for more information. | |||
| 24 Dec 2023 | How I Built My Firm - Matt Patrick [Updated] | 00:26:22 | |
The interview features Matt Banker of Banker Creative and BMG having a frank conversation with Matt Patrick, owner of Patrick Accounting and Whirks Accounting. Matt P. shares insights on his journey with PASBA (Professional Association of Small Business Accountants) and building his accounting firm. He emphasizes the importance of staying committed to a sales-focused model, evolving roles within the firm, and the significance of consistent branding and storytelling. Matt's approach involves actively supporting clients in building successful businesses, and often goes beyond basic accounting services. The conversation highlights each fiirm's growth, their outreach strategies, and how they achieve the goal of empowering business owners. Our Recommended Tool Stack: WordPress Hosting: Flywheel: https://share.getf.ly/c05x9v Email Delivery: Active Campaign: https://activecampaign.referralrock.c… Video Transcript and Editing: Descript: https://www.descript.com/?lmref=P7B3NA Listen On: YouTube: https://www.youtube.com/channel/UCuRX4u8IASb63Qbln0b3ZyA/videos Spotify: https://open.spotify.com/show/4eMXgy5Gr6gxx9tjDc8f04 Apple Podcasts: https://podcasts.apple.com/us/podcast/marketing-for-accounting-firms/id1647185214 Hosted on Acast. See acast.com/privacy for more information. | |||
| 27 Dec 2023 | How I Built My Firm - Sarah Berry | 00:30:22 | |
In this episode of the Marketing for Accounting Firms podcast, Matt Banker, owner and founder of Benchmark Growth, interviews Sarah Berry, a successful owner of an accounting firm based in Texarkana, Texas. Sarah shares her journey of starting her firm in 2014 after leaving a traditional job to care for her baby with health challenges. Over the years, her firm has evolved from focusing on year-end tax returns to offering comprehensive monthly packages, including bookkeeping and payroll services. Sarah advises aspiring women business owners in the accounting field, encouraging them to embrace their unique skills, prioritize work-life balance, and build sustainable and results-oriented businesses. The podcast also highlights Sarah's recent recognition as the Midsize Firm of the Year by PASBA in 2023. Our Recommended Tool Stack: WordPress Hosting: Flywheel: https://share.getf.ly/c05x9v Email Delivery: Active Campaign: https://activecampaign.referralrock.c… Video Transcript and Editing: Descript: https://www.descript.com/?lmref=P7B3NA Listen On: YouTube: https://www.youtube.com/channel/UCuRX4u8IASb63Qbln0b3ZyA/videos Spotify: https://open.spotify.com/show/4eMXgy5Gr6gxx9tjDc8f04 Apple Podcasts: https://podcasts.apple.com/us/podcast/marketing-for-accounting-firms/id1647185214 Hosted on Acast. See acast.com/privacy for more information. | |||
| 01 Jan 2024 | Press Releases & PR for Accounting Firms | 00:38:56 | |
In this Marketing for Accounting Firms episode, Matt Banker interviews Mickey Kennedy, the founder of eReleases, a press release distribution service. They discuss the significance of press releases and public relations (PR) for small businesses, including accounting firms. Mickey shares his expertise gained from 25 years of running eReleases and highlights the impact of press releases on lead generation, visibility, and brand credibility. Mickey explains the process of sending out press releases through wire services and emphasizes the benefits of earned media, where journalists write original articles based on press releases. He discusses the ROI of press releases, including branding exercises and acquiring high-quality leads. Matt and Mickey explore the credibility boost that comes with earned media and how it acts as social proof for potential clients. Our Recommended Tool Stack:
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| 08 Jan 2024 | Is Cold Calling Dead? | 00:39:12 | |
In this episode of "Marketing for Accounting Firms," hosts Matt Banker, owner of Benchmark Growth Marketing, and Brooke Greening, co-owner of Building Momentum, delve into the world of sales and cold calling strategies. With over 15 years of experience in corporate sales and training, Brooke shares her insights on the effectiveness of cold outreach and offers practical tips for building successful connections. As the discussion unfolds, listeners gain insights into practical sales techniques, CRM recommendations, and the synergy between marketing and sales efforts. Brooke concludes with words of encouragement, urging businesses to persevere in their cold-calling efforts and emphasizing the impact of consistent follow-up. Listen in for a valuable exploration of sales strategies, cold-calling tactics, and the intersection of marketing and sales in accounting firms. Brooke's Free Resource: 3 Ways to Confidently Turn Your Customer’s Objections into Sales Our Recommended Tool Stack:
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| 15 Jan 2024 | Using Podcasts as a Relationship Builder | 00:38:50 | |
Join Matt and Adrian McIntyre, a seasoned media professional and communication strategist, on the Marketing for Accounting Firms podcast. In this episode, Matt and Adrian dive into the world of podcasting for businesses and discuss why the traditional approach might not be the most effective. Adrian shares his extensive background in media, including growing up in a radio station, and how his journey led him to believe in the power of meaningful conversations. The hosts challenge the conventional wisdom around podcasting, urging businesses to shift their focus from building a massive audience to cultivating genuine one-on-one relationships. Explore the concept of the “Podcast Value Pyramid” and learn how inverting the pyramid can lead to more impactful connections. Discover the strategy of using podcast production as a micro event, bringing together influential guests for engaging conversations. Matt and Adrian emphasize the importance of quality over quantity, highlighting the effectiveness of creating a podcast with a specific purpose and audience in mind. If you’re interested in transforming your podcasting approach, building meaningful relationships, and leveraging the power of conversation for business growth, this episode is a must-listen. Our Recommended Tool Stack:
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| 22 Jan 2024 | Email Marketing for Accounting Firms | 00:43:02 | |
We unlock the power of email marketing as Jocelyn Moore, owner of EhTypical Marketing, reveals the secrets behind successful re-engagement funnels and best practices for the strategic use of separate domains. Learn how to navigate the nuances of cold outreach and why writing compelling content is the key to conquering email challenges. Get ready for a game-changing episode that will reshape your approach to email marketing and drive results for your business! In other words, it’s time to get more leads. Our Recommended Tool Stack:
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| 29 Jan 2024 | How to Turn Free Advice into Paying Clients | 00:40:07 | |
Entrepreneur Andrew Lassise takes us on a thrilling rollercoaster of marketing wins and pivots. Andrew spills the tea on his startup journey, sharing insights into disastrous investments and the pandemic power move that reshaped his trajectory. In this compelling conversation, uncover the art of niche marketing and the transformative impact of serving tailored solutions to your ideal audience. It's a story of guts, grit, and discovering the winning formula in the marketing world. Our Recommended Tool Stack:
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| 05 Feb 2024 | CFO as a Productized Service | 00:38:22 | |
Adam Lean shares his journey from being an accountant to a successful business owner, delving into the challenges he faced and the pivotal moments that led to the creation of the CFO Project. The discussion emphasizes the need for accountants to adapt to client expectations, moving beyond the traditional role of recording the past and embracing a more advisory approach. Tune in for a thought-provoking discussion that explores the intersection of accounting, advisory services, and effective marketing strategies for accounting firms. Discover how embracing change and positioning oneself as a guide can lead to better client relationships and increased value in the accounting profession. Our Recommended Tool Stack:
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| 12 Feb 2024 | How to Determine Your Niche | 00:28:02 | |
Matt shares his insights gained from working with accounting firms and navigating the complexities of niching. Drawing from personal experiences and industry expertise, Matt explores the benefits, challenges, and misconceptions surrounding niching for accounting firms. He emphasizes the importance of developing a unique approach that resonates with ideal clients, rather than simply choosing a favorite market. Through engaging anecdotes and practical advice, Matt highlights the significance of differentiation in a competitive market landscape. Listeners are invited to consider the role of niching in their own firms and explore opportunities for growth. Tune in to gain valuable insights into niching strategies and discover how it can elevate your accounting firm's success. Our Recommended Tool Stack:
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| 19 Feb 2024 | Minimal Viable Branding for Accounting Firms | 00:35:58 | |
Join us as we welcome Meryl Johnston to the program to explore the concept of minimal viable marketing within the context of niche specialization. Matt and Meryl delve into the advantages of honing in on a specific audience and tailoring products or services accordingly, highlighting how this approach can streamline marketing efforts. The discussion extends to the challenges of managing multiple brands under one business entity, while emphasizing the importance of transparent communication with clients. Join them as they unravel the nuances of minimal viable marketing strategies and share insights into scaling accounting firms effectively in today's dynamic business environment. Meryl's Links: TeamUp | Bean Ninjas Our Recommended Tool Stack:
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| 26 Feb 2024 | How Frameworks Help You Scale Advisory Services | 00:44:17 | |
Contact the show for a free copy of the Profit First Book: marketingforaccountingfirms.com/contact/ In this episode we delve into the transformative power of Profit First, a revolutionary method for enhancing profitability in accounting firms and businesses. Our special guest, Ron Saharyan, Co-Founder and Managing Director of Profit First Professionals LLC, shares insights into how this approach reshapes financial management strategies. Join us as we explore Profit First’s mission to eradicate entrepreneurial poverty by empowering accountants, bookkeepers, and economic experts to guide companies toward sustainable growth. Ron illuminates the core principles of Profit First, drawing from his extensive experience working with thousands of professionals across various industries. Discover how Profit First leverages entrepreneurs’ natural tendencies towards “bank balance accounting” to drive profitability. Ron underscores the importance of empathy and personalized guidance in helping clients navigate financial complexities effectively. From identifying niche markets to delivering unparalleled value, Ron emphasizes the crucial role of differentiation in today’s competitive landscape. Learn how Profit First Professionals LLC equips accounting firms with the tools and expertise to implement Profit First successfully. Our Recommended Tool Stack:
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| 04 Mar 2024 | Marketing for TAX Firms | 00:33:53 | |
In this insightful episode, Jackie Meyer, founder of TaxPlanIQ and Certified Concierge Accountant, and Matt delve into strategies for growing accounting firms amidst a competitive landscape and a shortage of clients. Jackie shares valuable insights on setting boundaries, creating demand through waitlists, and offering clear pricing packages. Matt emphasizes the importance of client relationships and effective messaging in attracting and retaining clients. Together, they explore the benefits of automation and software solutions like TaxPlanIQ in streamlining tax advisory processes. Don't miss out on this episode packed with actionable tips for accounting firm owners looking to thrive in today's market. Jackie's Links: TaxPlanIQ | Certified Concierge Accountant Our Recommended Tool Stack:
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| 11 Mar 2024 | Marketing + Culture in an Accounting Firm | 00:34:25 | |
Matt talks with MaryAnne Reynolds, a partner at Gift CPAs, about the dynamic relationship between marketing and leadership in accounting firms. MaryAnne shares her journey from a marketing role to becoming a partner, emphasizing the strategic importance of focused social media presence and SEO for driving website traffic. Highlighting the value of collaboration and continuous learning, MaryAnne recommends key reads like Radical Candor and Grit. Tune in for insights on integrating marketing strategies with firm leadership for sustained success in the accounting industry. MaryAnne's Pages: Gift CPAS Our Recommended Tool Stack:
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| 18 Mar 2024 | Your 3 Storytelling Pillars | 00:41:56 | |
Join us for an enlightening conversation with Sarah Panus, Owner, Certified StoryBrand Guide & Content Strategy Consultant at Kindred Speak, as she delves into the synergy between empathy and data in crafting impactful content strategies. With her extensive experience, Sarah emphasizes the crucial role of leveraging diverse data sources, such as social listening, paid media results, and customer feedback, to glean deep insights into audience preferences. As a seasoned expert in the field, Sarah highlights the importance of understanding the hearts and minds of customers to develop content that authentically resonates. Gain practical advice and insights into integrating empathy and data into your content strategy, and learn how to strike the perfect balance between human connection and analytical insights. Whether you're a seasoned marketer or new to content strategy, this episode promises valuable guidance from Sarah's wealth of expertise to elevate your approach and foster meaningful engagement with your audience. Sarah's Links: Kindred Speak | LinkedIn Our Recommended Tool Stack:
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| 26 Mar 2024 | How to Be More Human-Centered Advisor | 00:34:09 | |
Join Matt and Rory Henry, Director of Arrowroot Family Office, as we explore the power of human-centered approaches in accounting. Discover how prioritizing emotional connections and understanding client values fosters trust and drives business growth. Gain actionable insights into integrating wealth management, business advisory, and personal development to create comprehensive client solutions. Tune in to revolutionize your accounting practice with a human-first mindset. Rory's Links:Arrowroot Family Office | Wealth Management Forward | LinkedIn Our Recommended Tool Stack:
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| 22 Apr 2024 | The Accountant Marketer | 00:42:20 | |
In this episode, Matt has a dynamic conversation with Karen L. Reyburn, author of "The Accountant Marketer," They unravel the intricacies of marketing for accounting firms. Karen shares her expertise on establishing a robust marketing foundation, the significance of consistent content creation, and the strategic deployment of targeted campaigns. Discover how firm owners can take charge of their marketing efforts, collaborating effectively with marketing partners to achieve optimal results. Packed with practical advice and inspiring anecdotes, this episode offers invaluable insights into unleashing creativity, fostering curiosity, and embracing adaptability in crafting successful marketing strategies tailored to each firm's unique identity and objectives. Whether you're a seasoned marketer or just embarking on your journey, tune in to unlock the secrets to mastering marketing for your accounting firm. Karen's Links: We Are PF | Karen's Site Our Recommended Tool Stack:
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| 06 May 2024 | Vendor Bias & Smart Specialization | 00:42:03 | |
In this episode, Matt is joined by Jason Staats from the Jason Daily Podcast to discuss the power of specificity and authenticity in firm management and marketing. They emphasize how identifying niche markets and addressing specific pain points can lead to tremendous success and client satisfaction. Drawing parallels to notable figures like Lin-Manuel Miranda, they underscore the benefits of being the best in a particular niche and integrating personal interests into professional identity for greater fulfillment and success. Jason and Matt also explore the role of new media platforms in accounting marketing, highlighting the potential of social media, podcasts, and videos for showcasing expertise and connecting with clients. They stress the importance of finding a medium that resonates with individual interests and personality, making marketing efforts enjoyable and sustainable. Overall, listeners are encouraged to embrace specificity, authenticity, and personal interests to achieve greater fulfillment and success in accounting. Jason's Podcast: Jason Daily Our Recommended Tool Stack:
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| 22 May 2024 | Accountants in Media and the Branding Problem of the Industry | 00:42:36 | |
In this engaging episode, Matt Banker sits down with Lori Hauck, MBA, CPA, to delve into the evolving role of marketing in the accounting industry. Lori underlines the crucial role of honest communication with potential hires, a factor that can significantly impact a firm's ability to attract top talent. She shares insights into combating the prevalent imposter syndrome among accountants. She offers resources for business owners to enhance their firm's perception. Lori also introduces her upcoming research on redefining the portrayal of accountants, aiming to reflect their diverse interests and modern lifestyles. She seeks to create a comprehensive and relatable image of the profession through surveys and interviews. Matt contributes his perspective on the broad career opportunities within accounting and the need for a fresh, appealing portrayal of accountants. Join us for a lively discussion on modernizing the accounting profession, overcoming self-doubt, and making the field more attractive to new talent. Connect with Lori on LinkedIn and X (Twitter) to participate in her research and stay updated on her latest insights. Our Recommended Tool Stack:
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