Elevating the Client Experience in Strategic Planning with Katie Tolin - Amplify S2E2
Episode description
We are excited to launch the 2nd season of our newly rebranded Amplify podcast - powered by AAM!
In this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies sits down with Katie Tolin, President of CPA Growth Guides to discuss the
importance of making client experience a key focus in strategic planning.
Tune in as Angie and Katie dive into the role of Client Experience in Strategic
planning for accounting firms.
About Our Guest
Katie Tolin founded CPA Growth Guides after a decades-long in-house
marketing career that saw her named Accounting Marketer of the Year, one of
the Top 100 Most Influential People in Public Accounting and one of the Most
Powerful Women in Accounting. She was also inducted into the Accounting
Marketing Hall of Fame, is a former president of the Association for Accounting
Marketing and is a contributing author to "Bull's-Eye! The Ultimate How-To
Marketing & Sales Guide for CPAs." Throughout her career working with local,
regional, and national professional services firms, she has developed highly
successful programs notable for innovation, data-driven marketing strategies
and measurable success in moving firms forward. Today she works as a
consultant or an outsourced chief growth officer helping firms connect the dots
between strategy and action to ensure they receive a positive ROI in the areas
of marketing, business development, product management/innovation and
client experience. In addition, she runs mastermind groups focused on firm
growth through her other company, Rally Rounds, and teaches business
development leadership through Power Up Professionals.
About Your Host
Angie Grissom is Owner and Chief Relationship Officer of The Rainmaker Companies. Angie leads the firm in building major strategic alliances and national networks to advance professional services. Her role involves high-level strategy, thought leadership, consulting, and program and curriculum development. She transforms clients’ lives through innovation, goal setting, coaching, training, and accountability development.
Angie is a frequent speaker, writer, and contributor to the profession and is consistently recognized as one of the most influential people in the accounting industry.