Category: Podcast

Podcast Episode #12: Embracing Advisory Services with Martin Bissett

It’s more important than ever that accountants embrace providing advisory services to their clients, rather than just providing compliance. Those that choose advisory will prosper; those that don’t will find themselves losing more and more clients to automation technology.

Martin Bissett is the founder of the Bissett Group in Lancashire, UK. He is the author of 9 books and has spoken to accountants in 40 countries over the last 20+ years. He has been featured in Accounting Today’s Top 100 Most Influential People In Accounting. You can find more of Martin’s practice development training via Addviser+.

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Podcast Episode #11: Marketing Lessons for Accountants from a Real Estate Agent with Chris Lopez

In this episode, we explore marketing lessons applicable to all professional service providers, including attorneys, CPAs, Enrolled Agents, and tax preparers — but from another industry. Many of the best marketing lessons are, in fact, taken from other industries and modified and applied to our own.

Chris Lopez is a real estate agent in Denver, Colorado that specializes in helping individuals to acquire income producing residential rental properties. He is a big proponent of house hacking, and his degree in personal financial planning gives him a unique perspective on the role of rental properties in an investor’s portfolio. Chris is also the host of the popular Denver Real Estate Investing podcast, available wherever you get your pods.

For more ideas to help you build a more profitable tax or accounting practice, be sure to check out our newsletter at http://profitableaccountant.com/newsletter/.… Continue reading

Podcast Episode #10: Digital Marketing Fun Times with Nate Hagerty

Nate Hagerty is the founder and CEO of TaxProMarketer, a digital marketing agency serving tax and accounting professionals across the United States and Canada. Nate has been recognized three times by CPA Practice Advisor as a “40 under 40” honoree, and is the author/editor of the Amazon best-selling books Breaking the Tax Code, volumes 1 and 2. Nate is a dedicated family man with six children, and resides outside of Kansas City, Missouri. Learn more about his agency at https://welcome.taxpromarketer.com/.

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For more ideas to help you build a more profitable tax or accounting practice, be sure to check out our newsletter at https://profitableaccountant.com/newsletter.… Continue reading