Marketing Essentials for Accountants
In this episode, Rachel and Marcus dive into the fundamental building blocks of marketing for accounting firms. They discuss how to identify your ideal client, create tailored service packages, and effectively communicate your value proposition. The conversation covers practical tips for managing inbound leads, leveraging your website as a virtual storefront, and utilizing automation tools to streamline your marketing efforts. This episode provides a solid foundation for accountants looking to refine their marketing strategy and attract their target clients.
Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors
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Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors
Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
- (00:00) - Introduction to the Podcast and Today's Theme
- (00:34) - Marketing and Advertising Strategies
- (04:39) - Understanding Your Ideal Client
- (10:02) - How We Decided Our Ideal Client
- (17:57) - Targeting and Attracting Ideal Clients
- (26:00) - Building a Team and Defining Business Voice
- (29:52) - Inbound vs. Outbound Sales
- (30:41) - Handling Inbound Calls Effectively
- (32:07) - The Importance of Knowing Your Ideal Client
- (34:13) - Why Owners Shouldn't Handle All Calls
- (39:33) - Streamlining Email Communication
- (42:37) - The Role of a Good Website
- (43:22) - Utilizing CRM and Automation Tools
- (48:48) - Consolidating Marketing Tools
- (51:55) - Final Thoughts and Best Practices
Creators and Guests
