Today’s new episode of The Concierge CPA for accountants, tax advisor, and entrepreneurs features Jackie Meyer and Gaynor Hardy Meilke debriefing from Scaling New Heights 2024. This episode is sponsored by Business Benefits Consultants lead by David Podell. Gaynor shares practical marketing tips for advisors and accountants along with her journey from Thomson Reuters Tax and Accounting to her own marketing business. They talk about the challenges accountants face in balancing client service with business development, consultative selling, effective marketing strategies, and the importance of clarity on websites and targeting ideal clients. The conversation also covers advisory services, referral marketing, niche branding, tax representation, collaboration with lawyers, and the importance of educational content in building trust.
33:14 Randy Crabtree - Bridging the Cap Conference
35:05 Nayo Carter - Best Wardrobe
35:20 Nominations: https://www.btgconference.com/bridging-the-gap-award-nomination
37:20 Geno Wickman
🔗 Connect with Gaynor Hardy (Meilke)
https://www.linkedin.com/in/gaynormeilke
🔗 Connect with Jackie Meyer
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie’s work at https://www.jackiemeyercpa.com
Sponsored by David Podell and Business Benefits Consultants:
https://www.BusinessBenefitsConsultants.com
#taxplaniq #theconciergecpa
