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40. Accountants in Media and the Branding Problem of the Industry
42:36In 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:Flywheel (WordPress Hosting)Active Campaign (Email Delivery)Descript (Video Transcript and Editing)Listen On: YouTube | Spotify | Apple Podcasts
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39. Vendor Bias & Smart Specialization
42:03In 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 DailyOur Recommended Tool Stack:Flywheel (WordPress Hosting)Active Campaign (Email Delivery)Descript (Video Transcript and Editing)Listen On: YouTube | Spotify | Apple Podcasts
38. The Accountant Marketer
42:20In 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 SiteOur Recommended Tool Stack:Flywheel (WordPress Hosting)Active Campaign (Email Delivery)Descript (Video Transcript and Editing)Listen On: YouTube | Spotify | Apple Podcasts
36. How to Be More Human-Centered Advisor
34:09Join 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 | LinkedInOur Recommended Tool Stack:Flywheel (WordPress Hosting)Active Campaign (Email Delivery)Descript (Video Transcript and Editing)Listen On: YouTube | Spotify | Apple Podcasts
35. Your 3 Storytelling Pillars
41:56Join 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 | LinkedInOur Recommended Tool Stack:Flywheel (WordPress Hosting)Active Campaign (Email Delivery)Descript (Video Transcript and Editing)Listen On: YouTube | Spotify | Apple Podcasts
34. Marketing + Culture in an Accounting Firm
34:25Matt 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 CPASOur Recommended Tool Stack:Flywheel (WordPress Hosting)Active Campaign (Email Delivery)Descript (Video Transcript and Editing)Listen On: YouTube | Spotify | Apple Podcasts
33. Marketing for TAX Firms
33:53In 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 AccountantOur Recommended Tool Stack:Flywheel (WordPress Hosting)Active Campaign (Email Delivery)Descript (Video Transcript and Editing)Listen On: YouTube | Spotify | Apple Podcasts