DiscoverWho's Really the BOSS?Marketing Essentials for Accountants
Marketing Essentials for Accountants

Marketing Essentials for Accountants

Update: 2024-07-15
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Description

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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  • (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

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Marketing Essentials for Accountants

Marketing Essentials for Accountants

Marcus Dillon, Rachel Dillon