Accounting Firm Marketing In The Era of Generative AI episode artwork

EPISODE · Nov 3, 2023 · 49 MIN

Accounting Firm Marketing In The Era of Generative AI

from Earmark Podcast | Earn Free Accounting CPE · host Blake Oliver, CPA

David Toth of Winding River Consulting joins Blake to examine how digital marketing and AI are disrupting accounting firm marketing. They also look at how innovative firms use marketing automation, CRMs, and content marketing to generate leads and close deals from their websites.Sponsor Check out our Sponsor LiveFlow — Advanced Financial Reporting on AutopilotChapters(00:51) - Earn Free CPE credit (01:11) - David Toth joins the show to talk about marketing for accounting firms (04:32) - How marketing fits into accounting firm's strategic growth (06:41) - What has changed in digital marketing over the last few years? (09:11) - How can a firm move from the old model to the new one? (11:28) - What are successful firms doing differently? (13:14) - Who is using HubSpot? (20:34) - Introhive and other data scraping tools (23:21) - What's the best practice for setting up these teams for success? (32:30) - What's your favorite digital marketing activity? (34:49) - Using LinkedIn correctly (37:21) - Have you seen any top 400 firms leveraging short form video content for social media? (41:46) - Having a plan and making priorities (45:46) - How do you see AI changing accounting marketing? (48:36) - Wrap up and where to reach David Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, David TothLinkedIn: https://www.linkedin.com/in/davidmtothWebsite: https://windingriverconsulting.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

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