Podcast Episodes & Articles

Podcast: How I Built My Firm – Matt Patrick

The interview features Matt Banker of Banker Creative and BMG having a frank conversation with Matt Patrick, owner of Patrick Accounting and Whirks Accounting. Matt P. shares insights on his journey with PASBA (Professional Association of Small Business Accountants) and building his accounting firm. He emphasizes the importance of staying committed to a sales-focused model,…

Podcast: What’s Wrong with Accounting Marketing?

In this episode of Marketing for Accounting Firms, Matt Banker from Benchmark Growth discusses the common mistakes in marketing for accounting firms with guest Lorilyn Wilson. They delve into the importance of injecting personality into content, focusing on video as a key tool. Lorilyn shares her journey, starting with a successful experiment on TikTok during…

Podcast: The $200 Marketing Tech Stack for Accounting Firms

Marketing for accounting firms can be expensive, but it doesn’t have to be. This week, Matt guides us through a tech stack that can give you impressive marketing results for only $200. For real! We spend so much time with new marketing software, and THESE are the ones that stand out to us in terms…

Podcast: Riches or Royalty

This episode of Marketing For Accounting Firms discusses the “Riches or Royalty” dilemma many business owners face. Host Matt Banker and James Kwon explore a business’s two paths: building a scalable system that generates wealth or remaining a smaller, more personal firm centered around the owner. They discuss the pros and cons of each approach…

Podcast: Low-Hanging Fruit: Maximizing Marketing Impact for Accounting Firms

Episode 11 of the Marketing for Accounting Firms Podcast In this episode, Matt engages in a captivating conversation with Patrick Dichter, an accounting firm owner who took an unconventional path into the world of accounting through his background in marketing. Prepare to gain valuable insights into optimizing your firm’s marketing efforts from a unique perspective.…

Podcast: Awareness Island

Episode 10 of the Marketing for Accounting Firms Podcast Join Matt on a visual journey as he provides a mental map to help you conceptualize the marketing process for your accounting firm. In this solo episode, Matt explores the crucial first step of any marketing journey: getting people onto Awareness Island. Some individuals reach this…

Podcast: The Essential Marketing Tactics

Episode 9 of the Marketing for Accounting Firms Podcast Join host Matt Banker in this episode of the Marketing for Accounting Firms podcast as he sits down with Tracy Kelly, an experienced marketer specializing in family-owned B2B businesses. Tracy shares his expertise in helping family-owned businesses navigate the world of marketing and establish a solid…

Podcast: Choosing The Right Time To Market Your Firm

Episode 8 of the Marketing for Accounting Firms Podcast Matt is thrilled to have Geraldine Carter, an experienced consultant for CPAs, who specializes in helping them optimize their businesses. Together, they explore the crucial question of when is the right time for accounting firms to invest in marketing and when should they hold off. Connect…

Podcast: Marketing Advisory Services For Your Firm

Episode 7 of the Marketing for Accounting Firms Podcast We talk with Mark Stovel to learn more about his journey to offering advisory services for his accounting firm. Connect with Mark: https://firmnexus.com/ Subscribe on Apple Podcasts or Spotify to hear more episodes.

Podcast: Choosing a Niche for Your Firm

Episode 6 of the Marketing for Accounting Firms Podcast Episode 6 of the Marketing for Accounting Firms Podcast we have a discussion with Erin Andrews about the process of hiring a marketing agency for your accounting firm. Subscribe on Apple Podcasts or Spotify to hear more episodes.