How to Be More Human-Centered Advisor

In 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 Hosted on Acast. See acast.com/privacy for more information.

In 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 Hosted on Acast. See acast.com/privacy for more information.

In 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 Hosted on Acast. See acast.com/privacy for more information.

Join 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 Hosted on Acast. See acast.com/privacy for more information.

Join 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 Hosted on Acast. See acast.com/privacy for more information.

Matt 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 Hosted on Acast. See acast.com/privacy for more information.

In 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 Hosted on Acast. See acast.com/privacy for more information.

Contact the show for a free copy of the Profit First Book: marketingforaccountingfirms.com/contact/In this episode we delve into the transformative power of Profit First, a revolutionary method for enhancing profitability in accounting firms and businesses. Our special guest, Ron Saharyan, Co-Founder and Managing Director of Profit First Professionals LLC, shares insights into how this approach reshapes financial management strategies. Join us as we explore Profit First’s mission to eradicate entrepreneurial poverty by empowering accountants, bookkeepers, and economic experts to guide companies toward sustainable growth. Ron illuminates the core principles of Profit First, drawing from his extensive experience working with thousands of professionals across various industries. Discover how Profit First leverages entrepreneurs’ natural tendencies towards “bank balance accounting” to drive profitability. Ron underscores the importance of empathy and personalized guidance in helping clients navigate financial complexities effectively. From identifying niche markets to delivering unparalleled value, Ron emphasizes the crucial role of differentiation in today’s competitive landscape. Learn how Profit First Professionals LLC equips accounting firms with the tools and expertise to implement Profit First successfully.Our Recommended Tool Stack:Flywheel (WordPress Hosting)Active Campaign (Email Delivery)Descript (Video Transcript and Editing)Listen On: YouTube | Spotify | Apple Podcasts Hosted on Acast. See acast.com/privacy for more information.

Join us as we welcome Meryl Johnston to the program to explore the concept of minimal viable marketing within the context of niche specialization. Matt and Meryl delve into the advantages of honing in on a specific audience and tailoring products or services accordingly, highlighting how this approach can streamline marketing efforts. The discussion extends to the challenges of managing multiple brands under one business entity, while emphasizing the importance of transparent communication with clients. Join them as they unravel the nuances of minimal viable marketing strategies and share insights into scaling accounting firms effectively in today's dynamic business environment.Meryl's Links: TeamUp | Bean NinjasOur Recommended Tool Stack:Flywheel (WordPress Hosting)Active Campaign (Email Delivery) Descript (Video Transcript and Editing) Listen On: YouTube | Spotify | Apple Podcasts Hosted on Acast. See acast.com/privacy for more information.

Matt shares his insights gained from working with accounting firms and navigating the complexities of niching. Drawing from personal experiences and industry expertise, Matt explores the benefits, challenges, and misconceptions surrounding niching for accounting firms. He emphasizes the importance of developing a unique approach that resonates with ideal clients, rather than simply choosing a favorite market. Through engaging anecdotes and practical advice, Matt highlights the significance of differentiation in a competitive market landscape. Listeners are invited to consider the role of niching in their own firms and explore opportunities for growth. Tune in to gain valuable insights into niching strategies and discover how it can elevate your accounting firm's success.Our Recommended Tool Stack:Flywheel (WordPress Hosting)Active Campaign (Email Delivery)Descript (Video Transcript and Editing)Listen On: YouTube | Spotify | Apple Podcasts Hosted on Acast. See acast.com/privacy for more information.