Podcast appearances and mentions of katie tolin

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.

On Episode 17 of The Upstream Leader, Heath Alloway talks to Katie Tolin, the CEO and owner of CPA Growth Guides, about the important role marketing professionals play within CPA firms. Katie stresses the importance for marketing professionals of finding one's own career path, treating the members of a firm like one's clients, with whom you're sharing your specialized expertise, and how to get a “seat at the table” on the firm's important marketing decisions. Get the full show notes and more resources at TheUpstreamLeader.com

In this episode of AAMplify, interviewer Katie Tolin of CPA Growth Guides interviews Nick Norton, Partner at Peterson Sullivan LLP. Katie and Nick talk about advisory services and survival in the accounting accounting industry. This really is a great episode for both accounting firm marketers and accounting firm business developers interested in how to move forward in the accounting industry with advisory services.

In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks to Katie Tolin, owner of CPA Growth Guides, a growth consulting firm based in Canton, Ohio. Katie is a seasoned marketer who uses data to drive her clients’ growth strategy. Tune in to hear Katie talk about why the way accounting firms grow today is different than in the past, the reason why you have to think smaller to get bigger when it comes to developing a niche practice and a glimpse of what the future of marketing will look like in accounting firms.  Katie Tolin LinkedIn  |  Twitter It’s a drive for improvement coupled with intense passion for what she does that inspires Katie to help CPA firms develop strategies that increase top-line revenue and increase profitability. A proven and nationally recognized marketer, Katie is taking what she successfully implemented on the job to help even more firms develop a culture of growth and to help firm leaders figure out how and where they can grow their client base. A self-proclaimed data geek, Katie uses all sorts of data to help firms determine their best growth strategies. Before starting CPA Growth Guides in 2015, Katie spent all of her nearly 20 year career in professional services marketing including roles at local, regional, super-regional and national firms, including regional marketing director at BDO USA, director of practice growth and (non-equity partner) at SS&G and director of practice growth at Rea & Associates. She has been named to the Top 100 Influential People in Accounting Today and the Most Powerful Women in Accounting lists.   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  

In this Episode, Katie Tolin, Chief Growth Guide at CPA Growth Guides, interviews Danny Estrada, Founder of E Squared. They discuss CRM's and what information business developers need from their CMR's to be successful.

In this episode, Katie Tolin, Chief Growth Guide at CPA Growth Guides, interviews Dennis MacGillivray, The Accountable Growth™ Coach. Dennis and Katie discuss tips for coaching partners through a sale. Dennis offers up some great advice on how to choose the right firm/s as well as warning signs when a firm may not be a good fit for acquisition or for sale.

In this episode, Katie Tolin, Chief Growth Guide at CPA Growth Guides, LLC, discusses the sales cycle and pipeline processes with Gale Crosley, CPA, CGMA, President at Crosley+Company.

Hello, this is Jean Caragher, President of Capstone Marketing. Each year, the Association for Accounting Marketing (AAM) board of directors selects a Hall of Fame recipient based upon dedication to and promotion of the discipline of accounting marketing, and the accounting profession as a whole. I am excited today to be talking with Katie Tolin, … Continue reading → The post A Capstone Conversation with Katie Tolin appeared first on Capstone Marketing.