In this Episode, Katie Tolin, Chief Growth Guide at CPA Growth Guides, interviews Danny Estrada, Founder of E Squared. They discuss CRM's and what information business developers need from their CMR's to be successful.
Jul 16, 2018•26 min•Season 3Ep. 6
In this episode, Patrick J. Huegel, Marketing Manager at AAFCPAs, interviews Jennifer Hamberger, Chief Marketing Officer, Freed Maxick CPAs, P.C. Together, they address an all to familiar topic of launching something new and discuss ways to approach the important topic.
Jun 22, 2018•15 min•Season 3Ep. 5
In this special episode, recorded at the 2018 AAM Summit in Portland, Oregon, Scott Dine, Partner & Technical Director at Catalyst Group Marketing, interviews Jean Caragher, Founder of Capstone Marketing. This interview is full of great information about the salaries of marketing managers, marketing directors and marketing coordinators in the accounting industry.
May 21, 2018•14 min•Season 3Ep. 4
In this episode, Jessica H. James, Marketing Manager for Webster Rogers, interviews Jody L. Padar, CPA, MST, CEO & Principal at New Vision CPA Group. In this episode, Jessica and Jody discuss the four tenets of future ready firms: cloud technology, social business, value pricing, and process.
May 02, 2018•10 min•Season 3Ep. 3
In this episode, Abbey Kanellakis, Practice Growth Manager at Rea & Associates, Inc. interviews Todd Cohen, Principal of Sales Leader, LLC. Abbey and Todd talk about the stigma or stereotype of sales and the fact that everyone is in sales. Two of the big takeaways are: 1. We all sell everyday whether we realize it or not. With every interaction, you are leaving an image in someone's mind about you and the firm you work for. 2. If you are part of an organization, whether you realize it or not...
Apr 04, 2018•28 min•Season 3Ep. 2
In this episode, Laurie Holt, Marketing Director at HHM CPAs , interviews Rachael Higginbotham, Marketing Director at Postlethwaite & Netterville . Laurie and Rachel discuss how a firm's marketing efforts and initiatives impact employee retention.
Jan 29, 2018•24 min•Season 3Ep. 1
In this episode, Katie Tolin, Chief Growth Guide at CPA Growth Guides, interviews Dennis MacGillivray, The Accountable Growth™ Coach. Dennis and Katie discuss tips for coaching partners through a sale. Dennis offers up some great advice on how to choose the right firm/s as well as warning signs when a firm may not be a good fit for acquisition or for sale.
Jan 15, 2018•24 min•Season 2Ep. 10
In this episode, Scott Dine, Principal and Technical Director at Catalyst Group Marketing, interviews Rhonda Maraziti, Chief Marketing Officer with WithumSmith + Brown, PC. Withum ranks as the 27th largest public accounting firm in the country, and 6th largest in the Northeast. They have been successfully using videos and social media as a their innovative marketing tools for years.
Nov 29, 2017•22 min•Season 2Ep. 9
In this episode, Jessica H. James, Marketing Manager for Webster Rogers, interviews Mark McIntosh, Founder & CEO, RevGrow. They discuss tips and tricks on using LinkedIn to generate leads.
Nov 07, 2017•11 min•Season 2Ep. 8
Patrick J. Huegel, Marketing Manager for AAFCPAs interviews Lee Frederiksen, Ph.D., Managing Partner at Hinge. In this episode, Lee and Patrick discuss how marketing spending in the accounting industry is changing. This is a great episode with lots of great information and wisdom from Lee Frederiksen.
Sep 18, 2017•18 min•Season 2Ep. 7
In this episode, Ian McManis, Marketing Specialist with Barnes Dennig, interviews Carrie Steffen, President and Co-Founder of The Whetstone Group. Here they discuss what is means to have and how to cultivate a sales culture.
Aug 01, 2017•33 min•Season 2Ep. 6
In this episode, Scott Dine, Principal + Technical Director at Catalyst Group Marketing, discusses marketing technology stacks and Mishel Justesen, Marketing Technology Manager with Armanino LLP. Mishel discusses her own experiences and provides tips & tricks to help AAMplify! viewers build an effective marketing technology stack.
Jun 08, 2017•24 min•Season 2Ep. 5
In this episode, Katie Tolin, Chief Growth Guide at CPA Growth Guides, LLC, discusses the sales cycle and pipeline processes with Gale Crosley, CPA, CGMA, President at Crosley+Company.
May 11, 2017•20 min•Season 2Ep. 4
In this episode, Ian McManis, Marketing Specialist with Barnes Dennis, discusses new innovations in sale collaboration with Chuck Ludmer, Chief Marketing Officer at Cohn Reznick.
Apr 10, 2017•19 min•Season 2Ep. 3
Lauren Clemmer, Executive Director for the Association for Accounting Marketing is interviewed by Alice Grey Harrison, Director of Corporate Communications at Dixon Hughes Goodman LLP.
Mar 01, 2017•23 min•Season 2Ep. 2
Interviewee: Leisa Gill, Director of Client Experience, LBMC Interviewer: Ian McManis, Marketing Communications Coordinator, Barnes Dennig
Jan 13, 2017•24 min•Season 2Ep. 1