Podcasts about accounting marketing

This show is sponsored by Leopard Solutions Legal Intelligence Suite of products, Firmscape, and Leopard BI. Push ahead of the pack with the power of Leopard. For a free demo, visit this link: https://www.leopardsolutions.com/index.php/request-a-demo/ ---------------------------------------- In this episode of The Rainmaking Podcast, host Scott Love welcomes Bob Silvy, a consultant and trainer specializing in professional services organizations, to discuss Getting Results from Training. Bob emphasizes the importance of designing training programs that focus on measurable results, long-term commitment, and consistent coaching to ensure effectiveness. He shares insights on engaging leadership, tailoring training to organizational goals, and tracking key performance indicators to evaluate success. Key topics include the importance of leadership buy-in, avoiding "one-and-done" training sessions, and combining training with personalized coaching for maximum impact. Bob also provides actionable strategies for selecting the right trainers, aligning training initiatives with growth objectives, and fostering a culture of continuous improvement. This episode is a must-listen for leaders looking to enhance team performance and achieve sustainable growth. ---------------------------------------- Bio: As a Senior Vice President at American City Business Journals, I worked exclusively with B2B clients across the nation for more than 30 years, having sold directly to decision-makers and managed sales teams. I've been recognized for creating and teaching results-oriented sales training programs for teams and individuals. I help professionals understand how to change sales behavior to produce greater success. I understand the importance of sales and marketing efforts that are coordinated and focused on measurable results. I get tremendous satisfaction from creating a high-performance sales environment that consistently exceeds revenue expectations. Throughout my 15+ years as an active member and sponsor of the Association for Accounting Marketing and Legal Marketing Association, I've gained insights from senior marketing, business development and growth leaders. As Managing Director at Level Four Consulting, based in Kansas City, MO, and serving clients nationwide, I provide sales coaching and training designed to increase business development results for growth-focused accounting and law firms.   Links: https://www.level4consulting.com/ https://www.linkedin.com/in/bobsilvy/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Firms that embrace marketing as a strategic priority unlock opportunities for growth and differentiation.Capstone ConversationsBy Jean CaragherFor CPA TrendlinesThe world of accounting marketing is one of transformation, resilience, and adaptability. Few individuals embody these qualities as profoundly as Lauren Clemmer, the former Executive Director of the Association for Accounting Marketing (AAM) and one of its most recent Hall of Fame inductees. In a recent Capstone Conversation, Clemmer shared her journey, insights, and advice for navigating the challenges and opportunities in accounting marketing. Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher's other show, Gear Up for Growth, on Fridays here. | And browse all the shows in the CPA Trendlines broadcast network hereClemmer's career began outside the accounting industry, which initially presented challenges. She emphasized the importance of understanding accounting firm dynamics and building relationships with firm partners. “I had to learn how to communicate in a way that resonated with accountants,” she explains, citing her decision to invest in executive coaching to bridge communication gaps.Her efforts paid off, helping her thrive as the marketing manager at Ciuni & Panichi for eight years. “AAM was instrumental in my success,” Clemmer notes, crediting the association's supportive community for providing resources and camaraderie that helped her persevere through challenges.

The Hall of Famer explains why understanding buyer behavior is the toughest—and most rewarding—part of the job.Capstone ConversationsBy Jean CaragherFor CPA TrendlinesA trailblazer in the field, Sarah Dobek was recently inducted into the Association for Accounting Marketing (AAM) Hall of Fame, cementing her status as a Bruce W. Marcus Lifetime Fellowship Member. With over two decades of experience in accounting and professional services marketing, Sarah shares her insights, challenges, and strategies that have shaped her remarkable career. Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher's other show, Gear Up for Growth, on Fridays here. | And browse all the shows in the CPA Trendlines broadcast network here Dobek reflects on her unexpected journey into the accounting marketing profession, which began as an internship at an accounting firm in 2002. Since then, she has been at the forefront of shaping marketing strategies for public accounting firms, serving on the AAM Board of Directors, and being recognized multiple times as one of Accounting Today's Top 100 Most Influential People in Accounting.“I never imagined that I'd still be working in this field 20 years later,” Dobek admits. Her enduring passion for solving problems and creating growth opportunities has fueled her rise as a trusted advisor and thought leader.

"Marketing CPA firms in a sea of sameness is challenging, but when you niche down, the possibilities are limitless."By Jean CaragherFor CPA TrendlinesIn the latest episode of Capstone Conversations, Stacy Dreher, the Director of Practice Growth at James Moore & Company and the Association for Accounting Marketing's (AAM) 2024 Marketer of the Year, dives into the world of accounting marketing and offers applicable advice for CPA firms of all sizes.  Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher's other show, Gear Up for Growth, on Fridays here. | And browse all the shows in the CPA Trendlines broadcast network hereDreher's journey in the field is nothing short of inspiring. Having joined James Moore & Company in 2014 as a marketing manager, she rose to Director of Practice Growth by 2020, a time that tested marketing professionals like never before. Her leadership has helped shape a dynamic six-member team, navigating challenges and opportunities in an ever-evolving industry.

This episode features Gilbert (Gil) R. Vasquez, Managing Partner at Vasquez and Company , who tells his unique story as leader of one of the largest minorities owned CPA firms while discussing strategies for effectively showcasing your own unique value. This episode explores the importance of gaining valuable experiences and leveraging them to highlight your own personal brand. Gil emphasizes the importance of building credibility through your own brand and challenging stereotypes to be true to oneself. Highlighting the importance of community involvement, Gil shares his beliefs around fairness and how his approach has helped his career.   For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify

Learn how to showcase the unique advantages of smaller firms with Kelly Schuknecht from Summit Virtual CFO by Anders. In this episode delve into the strategies that empower small accounting firms to thrive despite resource constraints. Our guest, Kelly Schuknecht, Marketing Director at Summit Virtual CFO, shares valuable insights on leveraging niche expertise and personalized service to make a significant impact. Kelly emphasizes the power of building strong relationships and delivering customized solutions, talks about how specialized knowledge allows firms to stand out in the market and explores practical tips for enhancing client satisfaction while driving growth.   For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify  

Explore the unique challenges and opportunities of being in roles that aren't always billable but are always valuable. In this episode, Amanda Simmonds, Director of Talent Advisor Services at Spirrall, shares her insights and strategies for effectively advocating for yourself when you're in a solo role, or a new role. Amanda discusses practical tips for managing workload, gaining leadership support, and showcasing achievements to ensure your contributions are recognized and valued. Whether you're a department of one or leading a small team, this episode provides valuable advice on standing out and making a significant impact. For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify  

Join Mike Jones from Resound at The Association for Accounting Marketing Summit 2024 as he interviews attendees.  For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify

Karl Feldman, a seasoned partner at Hinge disucsses how to navigate today's competitive landscape, showcasing your expertise is essential for professional services firms With a wealth of experience in content marketing and brand development, Karl has guided numerous firms to elevate their market positioning and achieve thought leadership status. In this episode, we delve into the art of impactful content marketing campaigns. From blogs to whitepapers and videos, discover how these mediums can effectively showcase your firm's knowledge and the value you deliver. Learn to communicate your expertise authentically, build authority within your niche, and engage your audience through strategic content creation.   For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify

In this episode, we explore how Artificial Intelligence (AI) is reshaping the marketing industry. Our guest, Blake Oliver, a CPA and CEO at Earmark, shares his personal experience in leveraging AI for various marketing tasks. He discusses how AI-driven technologies have optimized customer insights, personalized campaigns, and predicted consumer behavior with remarkable precision. We delve into the practical applications of AI in marketing automation, content creation, and targeted advertising, shedding light on successful AI implementations. Blake also touches on the ethical considerations and data privacy safeguards associated with AI use. He emphasizes the strategic advantages of integrating AI to enhance marketing ROI and maintain a competitive edge in today's digital marketplace. For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify

Join Mike Jones from Resound at The Association for Accounting Marketing Summit 2024 as he interviews attendees.    For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify

In this episode, we explore methods for demonstrating marketing ROI to firm leadership with insights from Courtney Kiss, Chief Operating Officer at Johnson Lambert. With a rich background in marketing, business development, and human resources, Courtney shares her expertise on effective communication of the financial impact of marketing efforts. As the current President of the Association for Accounting Marketing (AAM), she brings a wealth of knowledge in strategic presentations and detailed reporting. Discover how to not only showcase ROI but also elevate your influence within the organization, securing a seat at the leadership table. Explore creative campaigns that have proven success, with case studies of innovative marketing initiatives that highlight their strategic approaches and tangible value to clients and firms.   For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify

Embrace data-driven decision-making in your marketing endeavors and leverage insights to optimize your campaigns for success! In this Amplify! episode, Apoorv Dwivedi, strategic marketing advisor and founder of Fixyr Marketing, divulged the intricacies of successful digital marketing campaigns. Crafting effective strategies starts with clear objectives and audience segmentation.  From delineating various types of email campaigns to discussing the nuanced approach required in the accounting industry, you can navigate the dynamic landscape of digital marketing.   Guest: https://www.linkedin.com/in/apoorvdwivedi1/ | https://fixyr.com/ Host: https://www.linkedin.com/in/chris-camara/ | https://insidepublicaccounting.com/   For more Amplify episodes and to find out more about the Assocation for Accounting Marketing visit  https://accountingmarketing.org/category/amplify/.

Hear the secrets to qualifying marketing-generated leads with Stacy Dreher, director of practice growth at James Moore & Co., on this episode of Amplify! She's sharing insights into the intricate process of qualifying marketing-generated leads from the importance of collaboration between sales and marketing teams to the pivotal role of responsiveness in lead management. Listeners gain a comprehensive understanding of the strategies and tactics she's employing to maximize conversion rates and drive growth.   For more Amplify episodes and to find out more about the Assocation for Accounting Marketing visit  https://accountingmarketing.org/category/amplify/.   Guest: https://www.linkedin.com/in/stacydreher/ | www.jmco.com   Host: https://www.linkedin.com/in/chris-camara/ | https://insidepublicaccounting.com/  

An increase in the use of digital platforms requires you to align advertising strategies with consumer behavior. In this Amplify! podcast, Sean Smith, chief marketing officer at Schneider Downs, delves into the nuances of digital advertising from key metrics for measuring success to different ad types to budgeting with continuous monitoring. Also, hear how innovative partnerships and creative content are helping firms engage audiences in the competitive digital landscape, ultimately driving brand awareness and achieving marketing objectives. Guest: https://www.linkedin.com/in/sean-smith-6595461/ | schneiderdowns.com Host: https://www.linkedin.com/in/chris-camara/ | https://insidepublicaccounting.com/ For more Amplify episodes and to find out more about the Assocation for Accounting Marketing visit  https://accountingmarketing.org/category/amplify/.

Empower your accounting firm for success in the digital era! Brian Swanson, Chief SEO strategist with FlashPoint Digital Marketing, discusses the evolving landscape of digital marketing in this Amplify! podcast. Thought leadership and strategic content creation are driving growth and differentiation. By leveraging digital channels and focusing on value-driven content, accounting firms can attract clientele in an increasingly digital marketplace. Plus, he talks about the impact of AI on SEO and the future of digital marketing. It's time to embrace digital innovation.   For more Amplify episodes and to find out more about the Assocation for Accounting Marketing visit  https://accountingmarketing.org/category/amplify/.   Guest: https://www.linkedin.com/in/briandswanson/ | flashpointmarketing.biz Host: https://www.linkedin.com/in/chris-camara/ | https://insidepublicaccounting.com/  

Ready to elevate your content strategy and drive meaningful conversion? In this episode of Amplify!, we delve into content creation and its impact on digital conversion with Anna Khayet, a marketing consultant for fintech and accounting firms. You must craft content that resonates with audience pain points, aligning with user needs and SEO insights. From diverse content formats to the strategic utilization of video and gated content, you can optimize content for maximum engagement and conversion. Listen in for tips to unlock the full potential of your content strategies.   For more Amplify episodes and to find out more about the Assocation for Accounting Marketing visit  https://accountingmarketing.org/category/amplify/.   Guest: https://www.linkedin.com/in/annaagishtein/ | khayet-marketing.com  Host: https://www.linkedin.com/in/chris-camara/ | https://insidepublicaccounting.com/

How can technology enhance your processes and drive growth? In this episode of Amplify!, Danny Estrada, vice president of consulting at Rare Karma, delves into the pivotal role of marketing technology in lead generation for accounting firms. CRM adoption is an important component, but you also have to look at how it integrates with other firm technologies. Listen in to discover actionable strategies to maximize ROI, enhance client experiences and stay ahead of emerging trends in MarTech.   For more Amplify episodes and to find out more about the Assocation for Accounting Marketing visit  https://accountingmarketing.org/category/amplify/.   Guest: https://www.linkedin.com/in/dannyestrada/ | https://rarekarma.com/ Host: https://www.linkedin.com/in/chris-camara/ | https://insidepublicaccounting.com/  

Discover the secrets to successful digital marketing in this Amplify! podcast discussion with David Toth of Winding River Consulting. He talks about the profound transformation in lead generation driven by the shift to digital platforms and highlights success stories where clients secured substantial deals originating from online interactions. There is untapped potential for digital marketing in accounting and he's sharing tips to help firms maximize the impact of their digital marketing efforts.   For more Amplify episodes and to find out more about the Assocation for Accounting Marketing visit  https://accountingmarketing.org/category/amplify/.   Guest: https://www.linkedin.com/in/davidmtoth/ | windingriverconsulting.com Host: https://www.linkedin.com/in/chris-camara/ | https://insidepublicaccounting.com/

Hi! I'm Georgiana, and I'm back with a new episode. I'm here to help you speak English fluently. And what do you need to speak fluently? You need to LISTEN, LISTEN, LISTEN, and LISTEN. :) If you want to help me, SHARE the podcast with your friends and family. That would mean a lot. Thanks. On my website you can get the 5 Secrets to speak English and also my premium courses. Ok, let's start! This episode is for my English students who work in finance. But don't worry if you don't! I'll explain marketing and accounting in a way that's easy for everyone to understand. Understanding Marketing Marketing is how businesses tell people about their products or services. Imagine it as a four-letter word: 'P-P-P-P.' 'Product' is what businesses want people to buy. It could be a smartphone, a pizza, or anything they sell. 'Price' is how much money you need to buy the product. It can attract or discourage customers. 'Place' is where you get the product. It can be in a store, online, or at a market. 'Promotion' is how companies advertise their products, like TV ads or online banners. Marketing Vocabulary Let's explore some common marketing terms. 'Advertising' is the commercials you see on TV or the banners you click online. 'Branding' is a company's personality. Think of a famous fast-food restaurant and its logo. 'Market research' is understanding what people like and want so companies can meet their needs. Introduction to Accounting Now, let's talk about accounting. It's like a financial diary for businesses. There are two key things in accounting: 'income' and 'expenses.' 'Income' is the money a company earns, like from sales or services. 'Expenses' are a business's costs, like paying employees or buying materials. Basic Accounting Terms Some essential accounting terms: 'Revenue' is the total sales or money a company makes. 'Expenses' are the costs to run a business. 'Profit' is what's left when you subtract expenses from revenue. A positive number means making money. A 'balance sheet' is like a financial snapshot of a company's assets and debts. The Connection Between Marketing and Accounting Marketing and accounting are partners in business success. Marketing attracts customers, increasing revenue. Accounting measures this success, ensuring a company is profitable and healthy. Now, let's look at the vital connection between marketing and accounting. Think of a business as a ship sailing toward success. Marketing acts like the wind in its sails, driving it forward, while accounting is like the compass that keeps it on the right path. Marketing efforts, such as advertising and promotions, bring in customers. More customers mean higher sales or revenue, which is excellent for a business. Think of marketing as a way to gather a crowd around the ship. However, it's not sufficient to gather a crowd; you must also ensure the ship stays afloat and profitable. This is where accounting comes into play. Accounting checks the ship's financial health. It helps you determine if you're making a profit (when more money comes in than goes out) or if adjustments are necessary. Picture accounting as examining the ship's supplies, making sure it has enough fuel, and ensuring the crew gets paid. So, marketing and accounting cooperate to help businesses succeed. Marketing attracts customers, while accounting closely watches over the ship's finances, ensuring it remains on the correct course toward success. Remember, understanding this connection is crucial for getting the full picture of how businesses operate. Marketing brings people in, and accounting evaluates and guarantees long-term success. Recap and Tips Let's summarize: Marketing spreads the word about products (P-P-P-P Product, Price, Place, Promotion). Accounting tracks money (Income, Expenses, Profit, Balance Sheet). They work together for business success. Practice your new vocabulary by listening to this episode several times during the week. I hope this easy explanation of marketing and accounting helps you on your learning journey.

A business developer's day involves a myriad of activities from external meetings with business owners and referral partners to scoping calls for initial client connections.  In this season of Amplify, we're exploring the role of business development executives in accounting firms. To kick things off, Danielle Reynolds, business development manager at Whitley Penn, shares her personal story from health promotion to becoming a key figure in business development. Be sure to listen in to hear how this business development chameleon is evolving with the needs of her firm. For more more Amplify episodes and find out about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify/

How do you compensate a business development professional, striking the right balance between base salary and commission? Understanding your goals is the first step.  In this season of Amplify we're diving deep into the role of business developers. And, in this episode, we're turning to Ty Hendrickson, the leader of sales training and business development coaching at Inovautus Consulting, to talk about how you compensate these professionals. Compensating a business development executive is quite nuanced and it's not a one-size-fits-all model. Listen in for insights about what your model might look like as you create a win-win scenario for sustainable growth.  For more more Amplify episodes and find out about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify/

Collaboration between business development executives (BDEs) and firm leaders is a recipe for success. The right setup and alignment of objectives are crucial for effective business development efforts. In this season of Amplify we're talking about the role of a business developer in a CPA firm. And this episode focuses on how firm leadership should work with a business developer and vice versa. It features Adam Klein, chief growth officer at Bennett Thrasher and a former BDE himself, who shares his thoughts on setting strategy, when to bring a partner into a lead, BD KPIs and much more.  Listen in to hear why, whether you are a business developer or a partner seeking a more collaborative approach, initiating strategic conversations is the key to success. For more more Amplify episodes and find out about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify/

Fostering collaboration between marketing and business development is the key to success. Conflicting messages can confuse prospects, so you should work toward a "two plus two equals five" approach, harnessing their collective potential.  In this season of Amplify we're talking about the role of a business developer in a CPA firm. And this episode focuses on how BDEs and marketing can work together. Chris Perrino, principal of business development at Barnes Dennig, talks about the marketing BD handoff, how the two functions can work together, reporting structure and more.  Listen in to discover the magic of collaboration between business development (BD) and marketing teams! For more more Amplify episodes and find out about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify/

A thriving business development culture goes beyond just sales—it's about engagement and contribution from everyone in the firm. In this season of Amplify we're talking about the role of a business developer in a CPA firm. And this episode focuses on building a BD culture that drives growth. Suzanne Reed, chief marketing officer at LBMC, shares her insights on building a BD culture, when to start BD training, how to build accountability to the culture and much more. Be sure to listen in to hear how an effectively executed culture change can propel a firm's growth and success in the long run. For more more Amplify episodes and find out about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify/

When it comes to managing a business developer or a team of business development executives, it's all about team selling, setting clear expectations and effective pipeline management.  As we talk all about the business development professional role in accounting firms in this season of Amplify, you aren't going to want to miss this episode that explores how you manage these types of professionals. Nikki Bergersen, principal and director of sales at Rehmann, dives into the secrets to effective management of business development teams. Listen in to hear how to unlock success in your business developer team. For more more Amplify episodes and find out about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify/

The world of business development demands authenticity, curiosity and adaptability. When comparing the roles of business developers in accounting and legal there are a lot more similarities in their roles than there are differences.  This entire season of Amplify has focused on the role of the business development professional in CPA firm. This episode features Favor Lee, director of business development at EisnerAmper, and Melissa Lang, director of client engagement at the global law firm K&L Gates, who delve into the world of business development from within their respective industries.  Listen in to hear how effective business development hinges on a combination of expertise, interpersonal skills and a genuine commitment to understanding and solving clients' needs. For more more Amplify episodes and find out about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify/  

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In this interview episode I have Michael King from the CFO Accelerator on to chat about marketing, branding, and positioning your firm.In this episode you'll hear:The importance of brandingan exercise you can do to figure out why you're attracting the ‘wrong' clientskeeping your marketing machine (examples, too!) going even when you aren't accepting new clientsHow to manage the ChatGPT conversation with clientsMichael King is the CEO of KFE Solutions, a fractional CFO firm based in Dallas, Texas, and the founder of The CFO Accelerator, where he works with accountants and fractional CFOs who are looking to start to scale and optimize their advisory services. Connect with Michael on Instagram @thecfoacceleratorSign up for his 5 Minute Fractional CFO Newsletter: https://www.thecfoaccelerator.com/blogAttend the CFO Accelerator LIVE: https://www.thecfoacceleratorlive.comThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaFollow on Twitter: twitter.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: https://www.iangilliam.com/sabr-media-llcDescript (affiliate link)Buzzsprout (affiliate link)Join the next free training at ambitiousbookkeeper.com/training Join us inside of the Bookkeeping Business Accelerator today!Option 1: VIP - includes group mentoring calls & coworking sessionsOption 2: Self-Paced: includes all course content to complete at your own pace!

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Clay Has Done a Great Job Helping Us to Navigate Anything That Has to Do with Running the Business, Building the System, the Workflows, to Buy Property." - Charles Colaw (Learn More Charles Colaw and Colaw Fitness Today HERE: www.ColawFitness.com) See the Thousands of Success Stories and Millionaires That Clay Clark Has Coached to Success HERE: https://www.thrivetimeshow.com/testimonials/ Learn More About Attending the Highest Rated and Most Reviewed Business Workshops On the Planet Hosted by Clay Clark In Tulsa, Oklahoma HERE: https://www.thrivetimeshow.com/business-conferences/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Actual Client Success Stories from Real Clay Clark Clients Today HERE: https://www.thrivetimeshow.com/testimonials/ 75% of Employees Steal from the Workplace - https://www.forbes.com/sites/ivywalker/2018/12/28/your-employees-are-probably-stealing-from-you-here-are-five-ways-to-put-an-end-to-it/ 85% of Employees Lie On Resumes - https://www.inc.com/jt-odonnell/staggering-85-of-job-applicants-lying-on-resumes-.html 96% of Businesses Fail - https://www.inc.com/bill-carmody/why-96-of-businesses-fail-within-10-years.html The Key Drivers of Success: A Scheduling Center A Weekly Call Group Interview Google Reviews Video Reviews Dream 100 Running Online Advertisements On-Going Search Engine Content Writing

We are excited to launch the 2nd season of our newly rebranded Amplify podcast - powered by AAM! In this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies sits down with Katie Tolin, President of CPA Growth Guides to discuss the importance of making client experience a key focus in strategic planning. Tune in as Angie and Katie dive into the role of Client Experience in Strategic planning for accounting firms. About Our Guest Katie Tolin founded CPA Growth Guides after a decades-long in-house marketing career that saw her named Accounting Marketer of the Year, one of the Top 100 Most Influential People in Public Accounting and one of the Most Powerful Women in Accounting. She was also inducted into the Accounting Marketing Hall of Fame, is a former president of the Association for Accounting Marketing and is a contributing author to "Bull's-Eye! The Ultimate How-To Marketing & Sales Guide for CPAs." Throughout her career working with local, regional, and national professional services firms, she has developed highly successful programs notable for innovation, data-driven marketing strategies and measurable success in moving firms forward. Today she works as a consultant or an outsourced chief growth officer helping firms connect the dots between strategy and action to ensure they receive a positive ROI in the areas of marketing, business development, product management/innovation and client experience. In addition, she runs mastermind groups focused on firm growth through her other company, Rally Rounds, and teaches business development leadership through Power Up Professionals. About Your Host Angie Grissom is Owner and Chief Relationship Officer of The Rainmaker Companies. Angie leads the firm in building major strategic alliances and national networks to advance professional services. Her role involves high-level strategy, thought leadership, consulting, and program and curriculum development. She transforms clients' lives through innovation, goal setting, coaching, training, and accountability development. Angie is a frequent speaker, writer, and contributor to the profession and is consistently recognized as one of the most influential people in the accounting industry.

The post Episode 64 // Lessons Learned from 20 Years in Accounting Marketing appeared first on The Remarkabrand Podcast.

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.   This episode, host Jon Hubbard, Consultant/Shareholder at Boomer Consulting has a conversation with Kristen Lollar, Chief Marketing Officer at Whitley Penn. They discuss her early career, building a marketing department, changes through the years, building a team, marketing intern programs, getting fresh ideas, strategic marketing at all levels, smart growth, and the future of marketing in the accounting profession.   Jon on Social Media:  Twitter: @Jon_Hubbard LinkedIn: @jonhubbard Email: jon.hubbard@boomer.com  Kristen on Social Media:  LinkedIn: @kristenlollar Whitley Penn on Social Media:  Facebook: @WhitleyPennTwitter: @whitleypenn LinkedIn: @whitley-penn Instagram: @whitleypenn_official Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com 

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic.The two objective of these panels areTo inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.In today's episode 21 , "Inspirational Women Leaders in Accounting Panel 5" featuresAmy Cotton Head of Partnership Management at Capitalise https://www.linkedin.com/in/amy-cotton-60548bb6/Nicole Sterling President of the Association for Accounting Marketing https://www.linkedin.com/in/nicoleksterling/Sue Staunton Managing Partner at James Cowper Kreston https://www.linkedin.com/in/sue-staunton-4b369019/Topics addressed in these panels:1. OPENING REMARKSWhat makes DIVERSITY important in the accounting and fintech world, particularly as a woman in a male dominated environment? (talent, perspectives, what women and minorities 'bring to the table', challenges for under-represented groups, prejudice - 'having to work twice as hard as more entitled people', is accounting and fintech becoming more 'woke' and 'gender-blind? etc)2. YOUR OWN CAREERWhat pivotal points or obstacles have marked your journey 'to the top'? (barriers, prejudices, expectations, your role models, seeing people like you in leadership roles, champions, influencers or even saboteurs along the way etc)3. LEADERSHIP STYLEWho have you admired as a leader and why? What did they teach you? What's your own style? A more 'feminine' compassionate, authentic and vulnerable leader seems popular. Is that you? Have you learned 'how not to lead' under some people?4. CULTUREWhat works for leaders in setting a culture that embraces a more diverse workforce and greater inclusiveness? Is it easier or harder to lead in today's complex world than ever before?5. CLOSING REMARKSWhat are your top 2-3 career or life tips for women in accounting who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?You can also watch this on youtube here:

This is a special bonus episode to discuss the Survey to Explore the Growth Outlook for CPA Firms in 2023. Hear Rob Brown interview Sarah Johnson Dobek, president and founder of Inovautus, a national consulting firm that develops strategies, programs, and training designed to help accounting firms grow faster and in the right direction.To take part in the survey and get the results for free, go to https://inovautus.com/ before Nov 11 2022 when it closes.In this bonus show, we discuss:⫸ why it's both exciting and tough to be in an accounting practice right now⫸ why growth is not very strategic for accounting firms as many grow in the wrong way with the wrong kind of work⫸ the origins of the Growth Outlook Survey for accountancy practices to see how they were responding the pandemic⫸ comments on the massive investment into technology for accounting firms, for good and for bad⫸ how the survey informs strategy for pricing, sales, growth, marketing, client experience, tech stacks, recruitment and what is really working for accounting firms⫸ what makes growth more about mindset and strategy than numbers, lead gen and revenue for accountants⫸ comparing this survey to other benchmarking studies in the accounting and fintech space⫸ shout out to Nicole Sterling and the excellent AAM (Association of Accounting Marketing) at https://accountingmarketing.org⫸ what none of the accounting and fintech surveys are touching, and why the 2023 Growth Outlook for CPA Firms Survey is different⫸ how best practice is hard to define in today's challenging world for accountants and CPAs⫸ how diversity, equity, inclusion, justice and accessibility are affecting accountancy practices in the area of growth⫸ why accounting firms become extinct and the changing landscape of the working population⫸ the challenges involved in research that is representative of a very diverse accounting profession and different firm sizes⫸ how marketing professionals in accounting firms are becoming increasingly strategic in supporting firm growth⫸ the key challenges that accounting practices face in differentiating themselves to drive growth and recruitment⫸ key questions accountancy firm leaders should be asking themselves in considering the different ways to grow⫸ what accountancy practices get wrong when it comes to building brand awareness and driving growth⫸ why there is much less room for error in getting the right growth strategies for accounting firms, and why some may not make it⫸ to take part in the survey and get the results for free, go to https://inovautus.com/ before Nov 11 2022 when it closes.⫸ why accounting professionals should take this survey and stay informed rather than just hoping you're doing the right thingYou can also watch a video of this episode on Youtube here: https://youtu.be/AFZY1krsFwASarah and her team work with firms to assess their growth goals and execute practical marketing and business development plans. With her unique background in operations, human resources, practice management, and marketing, Sarah delivers insightful, practical advice that guides organizations down the right path toward achieving the growth they desire. Sarah's ability to understand where an organization is starting from, coupled with her disciplined approach to best practices, drives results for firms and helps them to evolve.When she's not in the office, you can find Sarah skiing, camping, golfing, hiking or just enjoying her backyard with her husband, dog and 2 children.

This is a special bonus episode to discuss the Survey to Explore the Growth Outlook for CPA Firms in 2023. Hear Rob Brown interview Sarah Johnson Dobek, president and founder of Inovautus, a national consulting firm that develops strategies, programs, and training designed to help accounting firms grow faster and in the right direction.To take part in the survey and get the results for free, go to https://inovautus.com/ before Nov 11 2022 when it closes.In this bonus show, we discuss:⫸ why it's both exciting and tough to be in an accounting practice right now⫸ why growth is not very strategic for accounting firms as many grow in the wrong way with the wrong kind of work⫸ the origins of the Growth Outlook Survey for accountancy practices to see how they were responding the pandemic⫸ comments on the massive investment into technology for accounting firms, for good and for bad⫸ how the survey informs strategy for pricing, sales, growth, marketing, client experience, tech stacks, recruitment and what is really working for accounting firms⫸ what makes growth more about mindset and strategy than numbers, lead gen and revenue for accountants⫸ comparing this survey to other benchmarking studies in the accounting and fintech space⫸ shout out to Nicole Sterling and the excellent AAM (Association of Accounting Marketing) at https://accountingmarketing.org⫸ what none of the accounting and fintech surveys are touching, and why the 2023 Growth Outlook for CPA Firms Survey is different⫸ how best practice is hard to define in today's challenging world for accountants and CPAs⫸ how diversity, equity, inclusion, justice and accessibility are affecting accountancy practices in the area of growth⫸ why accounting firms become extinct and the changing landscape of the working population⫸ the challenges involved in research that is representative of a very diverse accounting profession and different firm sizes⫸ how marketing professionals in accounting firms are becoming increasingly strategic in supporting firm growth⫸ the key challenges that accounting practices face in differentiating themselves to drive growth and recruitment⫸ key questions accountancy firm leaders should be asking themselves in considering the different ways to grow⫸ what accountancy practices get wrong when it comes to building brand awareness and driving growth⫸ why there is much less room for error in getting the right growth strategies for accounting firms, and why some may not make it⫸ to take part in the survey and get the results for free, go to https://inovautus.com/ before Nov 11 2022 when it closes.⫸ why accounting professionals should take this survey and stay informed rather than just hoping you're doing the right thingYou can also watch a video of this episode on Youtube here: https://youtu.be/AFZY1krsFwASarah and her team work with firms to assess their growth goals and execute practical marketing and business development plans. With her unique background in operations, human resources, practice management, and marketing, Sarah delivers insightful, practical advice that guides organizations down the right path toward achieving the growth they desire. Sarah's ability to understand where an organization is starting from, coupled with her disciplined approach to best practices, drives results for firms and helps them to evolve.When she's not in the office, you can find Sarah skiing, camping, golfing, hiking or just enjoying her backyard with her husband, dog and 2 children.

This is a special bonus episode to discuss the Survey to Explore the Growth Outlook for CPA Firms in 2023. Hear Rob Brown interview Sarah Johnson Dobek, president and founder of Inovautus, a national consulting firm that develops strategies, programs, and training designed to help accounting firms grow faster and in the right direction.To take part in the survey and get the results for free, go to https://inovautus.com/ before Nov 11 2022 when it closes.In this bonus show, we discuss:⫸ why it's both exciting and tough to be in an accounting practice right now⫸ why growth is not very strategic for accounting firms as many grow in the wrong way with the wrong kind of work⫸ the origins of the Growth Outlook Survey for accountancy practices to see how they were responding the pandemic⫸ comments on the massive investment into technology for accounting firms, for good and for bad⫸ how the survey informs strategy for pricing, sales, growth, marketing, client experience, tech stacks, recruitment and what is really working for accounting firms⫸ what makes growth more about mindset and strategy than numbers, lead gen and revenue for accountants⫸ comparing this survey to other benchmarking studies in the accounting and fintech space⫸ shout out to Nicole Sterling and the excellent AAM (Association of Accounting Marketing) at https://accountingmarketing.org⫸ what none of the accounting and fintech surveys are touching, and why the 2023 Growth Outlook for CPA Firms Survey is different⫸ how best practice is hard to define in today's challenging world for accountants and CPAs⫸ how diversity, equity, inclusion, justice and accessibility are affecting accountancy practices in the area of growth⫸ why accounting firms become extinct and the changing landscape of the working population⫸ the challenges involved in research that is representative of a very diverse accounting profession and different firm sizes⫸ how marketing professionals in accounting firms are becoming increasingly strategic in supporting firm growth⫸ the key challenges that accounting practices face in differentiating themselves to drive growth and recruitment⫸ key questions accountancy firm leaders should be asking themselves in considering the different ways to grow⫸ what accountancy practices get wrong when it comes to building brand awareness and driving growth⫸ why there is much less room for error in getting the right growth strategies for accounting firms, and why some may not make it⫸ to take part in the survey and get the results for free, go to https://inovautus.com/ before Nov 11 2022 when it closes.⫸ why accounting professionals should take this survey and stay informed rather than just hoping you're doing the right thingYou can also watch a video of this episode on Youtube here: https://youtu.be/AFZY1krsFwASarah and her team work with firms to assess their growth goals and execute practical marketing and business development plans. With her unique background in operations, human resources, practice management, and marketing, Sarah delivers insightful, practical advice that guides organizations down the right path toward achieving the growth they desire. Sarah's ability to understand where an organization is starting from, coupled with her disciplined approach to best practices, drives results for firms and helps them to evolve.When she's not in the office, you can find Sarah skiing, camping, golfing, hiking or just enjoying her backyard with her husband, dog and 2 children.

This is a special bonus episode to discuss the Survey to Explore the Growth Outlook for CPA Firms in 2023. Hear Rob Brown interview Sarah Johnson Dobek, president and founder of Inovautus, a national consulting firm that develops strategies, programs, and training designed to help accounting firms grow faster and in the right direction.To take part in the survey and get the results for free, go to https://inovautus.com/ before Nov 11 2022 when it closes.In this bonus show, we discuss:⫸ why it's both exciting and tough to be in an accounting practice right now⫸ why growth is not very strategic for accounting firms as many grow in the wrong way with the wrong kind of work⫸ the origins of the Growth Outlook Survey for accountancy practices to see how they were responding the pandemic⫸ comments on the massive investment into technology for accounting firms, for good and for bad⫸ how the survey informs strategy for pricing, sales, growth, marketing, client experience, tech stacks, recruitment and what is really working for accounting firms⫸ what makes growth more about mindset and strategy than numbers, lead gen and revenue for accountants⫸ comparing this survey to other benchmarking studies in the accounting and fintech space⫸ shout out to Nicole Sterling and the excellent AAM (Association of Accounting Marketing) at https://accountingmarketing.org⫸ what none of the accounting and fintech surveys are touching, and why the 2023 Growth Outlook for CPA Firms Survey is different⫸ how best practice is hard to define in today's challenging world for accountants and CPAs⫸ how diversity, equity, inclusion, justice and accessibility are affecting accountancy practices in the area of growth⫸ why accounting firms become extinct and the changing landscape of the working population⫸ the challenges involved in research that is representative of a very diverse accounting profession and different firm sizes⫸ how marketing professionals in accounting firms are becoming increasingly strategic in supporting firm growth⫸ the key challenges that accounting practices face in differentiating themselves to drive growth and recruitment⫸ key questions accountancy firm leaders should be asking themselves in considering the different ways to grow⫸ what accountancy practices get wrong when it comes to building brand awareness and driving growth⫸ why there is much less room for error in getting the right growth strategies for accounting firms, and why some may not make it⫸ to take part in the survey and get the results for free, go to https://inovautus.com/ before Nov 11 2022 when it closes.⫸ why accounting professionals should take this survey and stay informed rather than just hoping you're doing the right thingYou can also watch a video of this episode on Youtube here: https://youtu.be/AFZY1krsFwASarah and her team work with firms to assess their growth goals and execute practical marketing and business development plans. With her unique background in operations, human resources, practice management, and marketing, Sarah delivers insightful, practical advice that guides organizations down the right path toward achieving the growth they desire. Sarah's ability to understand where an organization is starting from, coupled with her disciplined approach to best practices, drives results for firms and helps them to evolve.When she's not in the office, you can find Sarah skiing, camping, golfing, hiking or just enjoying her backyard with her husband, dog and 2 children.

Rhonda Clark, executive director of the Association for Accounting Marketing, and Christine Nelson, lead communications consultant of Ingenuity Marketing, lay out how firms should be structuring their marketing functions throughout their life cycle.

In this episode of AAMplify! we discuss the Hinge Marketing Survey for the Association for Accounting Marketing. AAMplify! Host: Host: Chuck Summers, Director of Practice Growth, MCM CPAs & Advisors AAMplify! Guests: Donna Erbs, Chief Marketing Officer, Anders CPAs + Advisors

Happy #SeekTheJoy Tuesday! I’m so excited to share the next episode in our series, “Lessons In” featuring Lauren Chiarello. Lauren Chiarello joins us to share a lesson she’s learned about resilience, the role of community, gratitude, and mindset in resilience, the growth and inner strength she’s developed and the joy she’s found. Her reflections, honesty, and vulnerability will leave you feeling inspired, and remind you that resilience is born out of difficult moments and experiences, but you really never know how these experiences will prepare and strengthen you for what’s to come. Lauren Chiarello is the founder of Chi Chi Life which melds her passions: fitness, event production + fundraising, corporate wellness + cancer advocacy. A graduate from Villanova University with a degree in Accounting + Marketing, Lauren has 13+ years of experience fundraising + producing events for non-profits, for-profits + agencies -- including Memorial Sloan Kettering Cancer Center. Lauren is a two-time Hodgkin's lymphoma cancer thriver who supports, motivates + teaches rockstars who value the importance of strengthening the mind + body. She teaches Barre, Pilates + TRX + currently teachers group fitness classes on Zoom. Lauren has completed multiple half + full marathons while fundraising $125,000+ for cancer charities. To learn more and connect with Lauren, visit her website www.chichilifenyc.com and on Instagram @chichilifenyc We'd love for you to check out this week's new episode and join the conversation ✨ Instagram instagram.com/seekthejoypodcast Facebook fb.me/seekthejoypodcast Twitter twitter.com/seekthejoypod E-mail sydney@seekthejoypodcast.com  Show Notes: www.seekthejoypodcast.com/show-notes PODCAST WELLNESS WEEK: Sydney is speaking at Podcast Wellness Week on Thursday December 30th at 10am PT! Join Sydney in conversation with licensed clinical mental health counselor and bestselling author Richale Reed of The Power Within podcast and Amanda Meyncke of the Happiness Spells podcast as they discuss how to get happy!  This panel on positive mindset offers a fresh perspectives and tools for increasing your happiness quotient and empowering ourselves with actionable steps to feel that sense of contentment and joy in our lives. Register for the event here by selecting FREE PASS. You can also purchase a FULL PASS for $25 to replay recordings of all the sessions at your convenience and access bonus content here! The event also features two daily live-streamed panels discussing mental health, sleep, meditation, positive mindset, fitness and nutrition with well-known wellness podcasters, along with daily meditations. Check out the full schedule here. The panels will be livestreamed for free on Podbean via your browser and the Podbean App.

There's a new accounting marketing trend out right now and I'm not a huge fan. I state what it is, give my reasons why and what do look at instead.

Today’s guest is Hugh Duffy, CEO and Co-Founder of Build Your Firm (BYF), Inc. Hugh is the leading marketing coach for accountants and takes pride in the impact that it has on their practice, and lives. With more than thirty years of marketing experience, Hugh has been teaching accountants how to improve their marketing so they can make more money in their accounting practice.  I wanted to have Hugh on so that you can better understand the role marketing can and should be playing in your business, so that: you can get better leads for your business, and get the most from your marketing dollars.  your marketing time, dollars, and energy bring the right number of high quality leads into your business. What stood out to me in this episode was just how much Hugh is on the same page about choosing a vertical or niche to become an expert in - and the impact it has to quality leads being able to find you, and you being able to command and defend much higher rates.    If you want to know if your niche is niche-y enough, go back and listen to episode, #91.  Figuring out your niche so that you can make your marketing more effective and command higher rates is one of the hardest parts of shifting your business from traditional accounting to highly paid advisor.  It’s a process I move almost every single one of my clients through - even the ones who thought they were sufficiently niched.  If you know your business’s growth is being held back because you can’t figure out your niche, I CAN HELP YOU find it.  Past Episode Mentioned: 091 Is Your Accounting Niche Niche-y Enough?   Connect with Hugh: Website: https://www.buildyourfirm.com/   Schedule time with Geraldine: https://calendly.com/geraldinecarter/15min   Download the ebook “6 Simple Steps to Double Your Revenue” https://shethinksbigcoaching.com/download-double-your-revenue   Work with Geraldine: Strategy Session https://shethinksbigcoaching.com/strategy-session/ 1:1 Coaching https://shethinksbigcoaching.com/business-coaching/ VIP Day https://shethinksbigcoaching.com/vip-day/

In this episode, Brad Mckeiver, a partner-in-charge of Aprio's National Dental Industry Practice, arms dentists with real-time financial data about their practices. He has helped numerous dental practitioners make informed business decisions that focus on driving increased practice profitability, growth and value. We discuss what dentists need to be aware of that might affect their marketing, what are some of the greatest business challenges dentists are facing in the next few months, what kinds of services would be the most beneficial for practice owners as they reopen, and much more. Aprio: https://www.aprio.com/people/brad-mckeiver/ #healthcaredigitalmarketingpodcast #bradmckeiver #lamarhull #medicalmarketing #marketingpodcast #dentalcpa #dentalaccountant #medrankinteractive #aprio Resources Aprio: https://www.aprio.com/people/brad-mckeiver/ Brad's LinkedIn: https://www.linkedin.com/in/brad-mckeiver-cpa-mba-32b52417/ Med Rank Interactive: https://medrankinteractive.com/ Free Digital Marketing Audit: https://medrankinteractive.com/services/seo/ Lamar Hull's LinkedIn: https://www.linkedin.com/in/charlotteseoexpert/ --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/healthcaremarketing/support

The Association for Accounting Marketing has been around since 1989 when accounting firms could start advertising for their services. Tune in to this episode when host Hugh Duffy talks with outgoing AAM executive director Lauren Clemmer about how the 800-plus member organization got its start and what assets it provides to its members. Hear about the biggest issues marketers in the accounting industry face, how technology is impacting marketing and how the marketing role continues to evolve. Join us! Lauren Clemmer, Executive Director of AAM (retiring at the end of 2019) LinkedIn  |  Twitter  |  Website Lauren Clemmer has been a member and volunteer of AAM for eight years, most recently as co-chair of the Virtual Education Committee.  Formerly the head of marketing for Ciuni & Panichi, Inc., she joined AAM in June 2015 to become the executive director.  Her background includes nonprofit management and the sales and marketing of technology.  In the role of executive director, Lauren is responsible for working with the board president, the executive committee and the board of directors to drive AAM’s vision and strategic plan.  She is also responsible for the general administration of all AAM business, managing vendor and partner relationships, enhancing member engagement and loyalty and serving as the voice of membership.  She is supported by an account manager and staff at AMR. She gives back to her community as a member of the Women’s Board for the Boy and Girls Clubs of Cleveland.  This nonprofit raises funds to provide scholarships to the members going on to college, provide gym clothes for the children and support other programming as needed by the clubs. Lauren has been named to the Accounting Today 100 Most Influential People 2016, 2017 and 2018  as well as the CPA Insider in 2016. Lauren has a bachelor of arts in Psychology from Dickinson College.  She lives in Cleveland with her husband, Denny. Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com

On this episode of the Association for Accounting Marketing's podcast, Beth Nelson, marketing communications coordinator at Barnes Dennig and Robert Ramsay, director/owner at Barnes Dennig talk about general data protection regulation (GDPR) and the California Consumer Privacy Act (CCPA) and what accounting firms are doing to comply.

Why is publishing valuable, relevant content important to your firm’s brand reach and growth? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Brian Swanson of FlashPoint Marketing about why content matters, how your website should work for you today (hint, it’s a lead and new opportunity generator) and why most accounting firms tend to be peer-driven, rather than innovative, when it comes to marketing. Tune in to hear Brian’s perspective on what Google wants for content, the power of video, how geofencing works and more! Join us! Brian Swanson, Cheif CEO Strategist at FlashPoint Marketing Facebook |  Brian Swanson is the Chief SEO Strategist at FlashPoint Marketing, a digital marketing agency that provides search engine marketing and search engines optimization services. He joined the company in 2008 to manage the company’s SEO and digital marketing programs. He has over 18 years of experience in creating, optimizing and implementing SEO programs for service-based companies. Through his passion for all things SEO, SEM, and Google he has a deep understanding of how to analyze, modify and drive success to digital programs. He also values opportunities to empower clients by educating them on the best practices, latest trends and helping them develop an “SEO” mind. Brian obtained a Bachelor of Arts degree from Northeastern Illinois University and has a Master of Business Administration in Finance from Benedictine University. He is a national speaker on Search Engine Optimization, content marketing, and Local SEO. He is a member of the American Marketing Association, Association of Accounting Marketing and involved in several local organizations.   Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@amds.us  

In this milestone episode, we put host Hugh Duffy in the hot seat! Over the last 50 episodes we’ve covered a number of niches, from cannabis to craft beer to divorce to fitness and talked with the accounting profession’s biggest influencers and thought leaders. Tune into this special show to hear Hugh share his highlights and most memorable takeaways, what surprised him the most and what he’s learned. Get ready for a trip down memory lane as we talk about some of our guests and the incredible insight they’ve brought AMDS. And you’ll also learn more about Hugh! Join us!  

Lauren Clemmer, executive director of the Association for Accounting Marketing (AAM), and Lee Frederiksen, Ph.D, managing partner at Hinge Research Institute, discuss the findings of the 2019 Marketing Budget Benchmark Study. The bi-annual survey is designed to provide accounting marketing professionals, firm leaders and business developers with the insight needed to determine whether your CPA firm's existing marketing strategy is effective - particularly when compared to the marketing efforts of firms that are similar to yours in size or location. During this episode of AAMplify!, you will learn: * How high-growth accounting firms are spending their marketing dollars. * What low-growth accounting firms are spending their marketing budget on. * How your CPA firm's marketing budget spend might just be a direct reflection of your firm's growth rate. To learn more about the 2019 Marketing Budget Study, download the executive summary here -- https://netforum.avectra.com/eweb/shopping/shopping.aspx?site=aam&webcode=shopping&shopsearchcat=merchandise&productcat=resources&prd_key=03364e8b-3303-47b2-b281-990aa1901b62 To download the full report, visit this web page -- https://netforum.avectra.com/eweb/shopping/shopping.aspx?site=aam&webcode=shopping&shopsearchcat=merchandise&productcat=resources&prd_key=916dc85d-f404-4621-8444-88208fe1e275 To learn more about the Association for Accounting Marketing, visit our website at https://www.accountingmarketing.org. You can also get free insight that will help you market your accounting firm, when you visit the association's blog here -- https://www.cpagrowthtrends.com.

  We all think we listen to our clients, but do we? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Mitch Reno, director of client experience at Rehmann about his firm’s road to focusing on the client experience and why listening intently really matters. Since joining the firm in 2001, Rehmann’s revenues have more than quadrupled and are projected to be $158 million in 2019. Tune in to learn how the firm’s marketing and business development functions have evolved, how customer feedback has impacted their strategies and operations and the four central ideas the entire firm is trained in regarding client experience (hint, it has to do with providing a multi-touch, multi-functional model of connectiveness). Join us!   Mitch Reno, Principal, Director of Client Experience, Rehmann Facebook | Twitter Mitch Reno is a principal and the director of client experience for Rehmann. He is based in the Naples, Florida office. He is responsible for the direction of the firm's corporate service strategy focused on driving retention, loyalty and satisfaction. Mitch also works closely with firm leadership on firm-wide strategy and growth initiatives. Mitch brings more than 15 years of strategic planning, marketing, client loyalty, sales management, advertising, public relations and communications experience with him to his role. Mitch’s career began at the Frankenmuth Chamber of Commerce/Convention and Visitors Bureau as sales manager and magazine editor. For eight years, he worked as marketing and advertising manager at Amigo Mobility International, Inc., a manufacturer and international distributor of home health care equipment. Mitch worked for Michigan Sugar Company, a subsidiary of Imperial Sugar Company, as manager of corporate communications, directing internal and external brand strategy as well as communication and promotional programs. In 2006, Mitch was named Accounting Marketer of the Year by the CPA Practice Management Forum and the Association of Accounting Marketing. In addition, his teams have been recognized with more than a dozen national awards for marketing, branding and promotional programming.   Accounting Marketing Doesn’t Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or feedback? Email us at podcast@buildyourfirm.com

Welcome to Episode 217 of the No Quit Living Podcast. NQL is a personal development podcast designed to help you achieve your goals and desires. Whether you found us from Forbes, Inc Magazine, CEO Magazine, CIO, New Theory, or elsewhere, we're thrilled you are listening. Through hearing the inspiring stories and tips from the greats, we will all find it easier to stay motivated. Hailing from just north of NYC in Westchester County, Lauren loves to bring sunshine, positive energy + smiles to everything she does. After graduating from Villanova University with a degree in Accounting + Marketing, she dove into the non-profit world -- planning + executing special events for Lenox Hill Neighborhood House, Memorial Sloan Kettering Cancer Center + Helen Keller International.  She has 13+ years of experience fundraising + producing events for non-profits, for-profits + agencies.  At the age of 23, I was diagnosed with Hodgkin's Lymphoma.  She beat cancer -- 2x! + completely understand what it's like to get out of your comfort zone + tap into new strength.  Her fitness teachers changed my life + inspired me to become a teacher. Now in remission for 10 years, She continues to challenge myself in many ways -- including completing multiple half and full marathons while fundraising $100,000+ for cancer charities.   Website: http://www.chichilifenyc.com Instagram: https://www.instagram.com/chichilifenyc/?hl=en

At Build Your Firm, we’ve heard a lot of stories from accountants and CPAs as it relates to everyone’s favorite subject around accounting firms: marketing. Some of these stories have been focused on high points and success, while others on frustrations and failures.  But either way, we want to share these stories because we believe they are important. We’ve been working with accountants and CPAs for 15 years and we’ve learned a lot along the way. So, we are launching a podcast! Accounting Marketing Doesn’t Suck is a podcast that explores accounting marketing in all its glory. In this first episode, we let you know a little bit more about the podcast and your host and what you can expect from Accounting Marketing Doesn't Suck.

Deborah Knupp has worked globally with CEOs, managing partners and professionals as a coach and business executive for 25 years. She has helped leaders in the legal, accounting and financial services fields align their people and business objectives to create cultures based on the principles of accountability, integrity and authentic relationships.Her work focuses on making the work environment a place where the best employees want to work, where profitable clients want to buy, and where inspired leaders want to serve a bigger purpose in their communities. Prior to joining GrowthPlay, Deborah founded Akina, a national consulting, training and coaching firm that helps professionals rethink relationship building to increase sales and organizational effectiveness.Akina spent the last decade as an industry leader in business-development training and coaching for lawyers, successfully training and coaching thousands of attorneys at over 150 law firms worldwide. Akina also served insurance advisors, financial advisors, accountants and management consultants. Prior to founding Akina, Deborah was a front-line sales and human resources executive with Alcan Packaging, Frito-Lay and Pearle Vision. Her diverse background ranges from general management of a $75 million business unit to facilitating strategic global leadership and culture-change management initiatives. Deborah is a highly sought after international speaker in business development, relationship building, culture and leadership, having been a superior-rated speaker for organizations including the Legal Marketing Association, Association of Accounting Marketing, National Conference of Bar Foundations, National Conference of Bar Presidents, American Bar Association, Chicago Bar Association, Association of Legal Administrators, The Coalitions for Women’s Initiatives in Law Firms, Empowering Women Network, Loyola University, IIT – Chicago Kent School of Law, Lex Mundi, Meritas and US Law.

Matt is a 24 year old mortgage broker who is based on the Gold Coast, for the last 2 years he has been helping everyday Australians find a home loan and achieve the Australian dream. From first home buyers to seasoned property investors, Matt enjoys the challenge of having to deal with all of the ups and downs that come with working in the property industry.     Episode Sponsor   This episode is brought to you by More Time Financial. A financial planning, money management and financial education company who are on a mission to help young Australians make smarter decisions with their money. While working full time Matt have been studying part-time at university to complete his Bachelor of Commerce degree in Accounting & Marketing. Being in finance industry since he was 22 years old, Matt discusses the challenges of transitioning from school to university and into the workforce, the importance of finding a mentor to work for and learn from when you are young and inexperienced and the benefits of working in a small business and being able to see how a business runs from the ground up. Matt is a big believer in the importance of financial education and would strongly recommend that all schools implement a compulsory money management subject. With plans to one day start his own business Matt is happy to soak up as much experience as possible while working for someone else. Key Questions: Q - What does money mean to you?   A - Money is the freedom to live your life the way you want to live it. Q - What impact do you see social media having on our generation?   A - Social media is poison, it breeds insecurity, which leads to compulsive buying behaviour like buying new clothes and cars, which then leads to bias agendas. My recommendation is to just switch it off. Matt’s top tips for getting into the property market: Go seek professional help from a financial planner to help you put in place a good budget to save your deposit Put in place a plan to help you control your money. Find a good mortgage broker that is willing to hold your hand through the process and educate you. Don't buy stuff before you can afford to. About Me: Ross Marais I am a Gen Y Financial Adviser & Lifestyle Planner. CoFounder of More Time Financial. For the past 4 years I have been on a mission to help young Australians make smarter decisions with their money. Follow me Online Here: Website | rossmarais.com Instagram | Instagram@rossmarais Youtube | Youtube@rossmarais Facebook | Facebook@rossmaraisoffical Twitter | Twitter@rossmaraisfp LinkedIn | LinkedIn@rossmarais Medium | Medium@rossmarais This Episode was created with the assistance of the very talented team at Udeo Media.  In preparing this podcast episode, the contributors have not taken into account any particular person's objectives, financial situation or needs. Before acting on this information, you should consider its relevance to your personal circumstances.

GROWING YOUR ACCOUNTING BUSINESS- leverage your skills against the fact you hold the most important position in an entrepreneur’s heart.

Lauren Clemmer, Executive Director for the Association for Accounting Marketing is interviewed by Alice Grey Harrison, Director of Corporate Communications at Dixon Hughes Goodman LLP.

Carrie is a founding shareholder and President of The Whetstone Group, Inc. Since 2000 Whetstone has provided growth consulting services to hundreds of CPA firms, professional service firms, and companies in business-to-business markets nationwide. She has nearly 20 years of professional services marketing experience. Carrie helps clients: Determine how to best organize for growth and build a sustainable growth culture. Develop comprehensive growth plans, providing ongoing support and consultation. Establish accountability for business development and meet their revenue goals. Implement follow-up strategies to help manage the sales process with prospective clients and maximize their ROI on marketing.   She is also a skilled trainer and provides group sales training as well as one-on-one coaching that enables attendees to better understand the sales cycle and develop the personal skills necessary to close sales. Firm leaders, practitioners, marketing professionals benefit from her knowledge and dynamic approach. Before joining Whetstone, Carrie was an in-house marketing director in the national marketing office of RSM McGladrey, Inc. Speaking/WritingCarrie has presented for the AICPA, the Association for Accounting Marketing's (AAM) Annual Summit, the Indiana CPA Society, DFK USA's Annual Growth Summit, Moore Stephens North America, MSI Global Alliance's International Managing Partner Conference, BKR's Annual Marketing Meeting, PKF North America and The International Group of Accounting Firms (IGAF). She has been published in the AAM's MarkeTrends, The Journal of Accounting Marketing and the CPA Practice Management Forum. LeadershipCarrie is also a member of the CPA Consultants' Alliance (CPACA), a working group of thought leaders united in their efforts to further leadership within the CPA profession. Through collaboration, the CPACA offers deliverables and solutions CPA firms can use to advance leadership in their firm. She has also served on the AAM's Board of Directors as well as Chair of AAM's Education Committee.

Bonnie Buol Ruszczyk has been a member of the creative and marketing services community for over 20 years and does not appear to be leaving it anytime soon. As president of bbr marketing, she has relished the challenges of entrepreneurship as she worked to grow and nurture a new business. Since the firm’s inception in 2009, Bonnie has led the young company to become widely recognized and respected within the professional services marketing niche, with award-winning client websites and an outstanding history of business success. Bonnie quite literally wrote the book on online marketing for accounting firms, Take Your Marketing Online: Proven Ways to Grow Your Firm in the Digital Age, at the request of the AICPA. Prior to this feat, she was recognized for two years in a row as one ofAccounting Today’s Top 100 Most Influential People and is in great demand as a consultant, speaker and leader at various industry events. She is a founding member of the Atlanta Independent Women’s Network and is the Atlanta chapter president of the Association for Accounting Marketing. She is also a regular contributor to a variety of websites, including Social Media Today, Accounting Today and other industry-related publications and has been quoted in Entrepreneur, U.S. News & World Report, CPA Practice Advisor, and others.

Hello and welcome.  This is Jean Caragher, President of Capstone Marketing.  I’m delighted to be talking today with Kari Reynolds, who was named the 2012 Rookie of the Year by the Association for Accounting Marketing.   Kari is a marketing and design professional with more than five years of experience working in diverse industries including … Continue reading → The post A Capstone Conversation With Kari Reynolds appeared first on Capstone Marketing.

Welcome! This is Jean Caragher, President of Capstone Marketing.  Today I am pleased to be speaking with Laura Bardey Sparks who was named the 2012 Volunteer of the Year by the Association for Accounting Marketing.   As freelance writer and owner of Creative Sparks, Laura writes thought leadership content for accounting professionals, translating their ideas … Continue reading → The post A Capstone Conversation With Laura Bardey Sparks appeared first on Capstone Marketing.

Hello, this is Jean Caragher, President of Capstone Marketing. I am happy to be talking today with Jessica Leigh Levin, the President and Chief Connector of Seven Degrees Communications and the Association for Accounting Marketing’s (AAM) Volunteer of the Year. Jessica is a professional speaker, facilitator and author with a passion for connecting people in … Continue reading → The post A Capstone Conversation With Jessica Leigh Levin appeared first on Capstone Marketing.

Angie serves as President of The Rainmaker Companies and previously served as the Director of Consulting for The Rainmaker Companies for several years. Consistently named by Accounting Today Magazine as “one of the Top 100 Most Influential People in Accounting” and listed as a 40 Under 40 in the Accounting Industry by CPA Practice Advisor, Grissom is a frequent presenter at national conferences, Angie is renowned for her influence in and passion for the industry. She brings all this to her role at The Rainmaker Companies, striving to share her proven knowledge and know-how to transform the lives of clients through consulting, coaching, training and developing accountability within accounting firms. Prior to joining Rainmaker, Angie worked in organizational management, sales and human resources. She has served as the Vice President of the American Society of Women Accountants Music City chapter, and an active member of the CPACA Alliance for accounting industry consultants, the National Speaker’s Association and the Association for Accounting Marketing. She contributes to and authors practice management articles for trade journals including Accounting Today, CCH Practice Management Report and the CPA Leadership Report, as well as state society newsletters and other publications. Angie is the “She” in the regular published column in Accounting Today known as “He Said, She Said” which highlights and debates topics and issues in the accounting industry.