Becky Livingston: How AI Boosts Firm Marketing and Client Engagement | Gear Up For Growth

from CPA Trendlines Podcasts · host CPA Trendlines

Utilize new tech to level up thought leadership and advisory services. Gear Up for Growth With Jean CaragherFor CPA TrendlinesThe latest episode of Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing and powered by CPA Trendlines, featured an insightful discussion with Becky Livingston, founder and CEO of Penheel Marketing, on the role of artificial intelligence (AI) in CPA firm marketing. The conversation centered around two key takeaways: AI’s ability to enhance thought leadership efforts and its role in shifting CPAs toward more strategic client advisory services. Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More Gear Up for Growth every Friday here | More Capstone Conversations with Jean Caragher every Monday | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here Marketing research shows that high-growth CPA firms prioritize thought leadership through blogging, white papers, and public speaking. AI tools such as ChatGPT, Perplexity, and Jasper are revolutionizing this space by enabling firms to generate high-quality content efficiently. These tools allow CPAs to personalize content for niche audiences, optimize SEO strategies beyond traditional search engines, and streamline content creation to maintain a consistent and authoritative online presence.

What this episode covers

Utilize new tech to level up thought leadership and advisory services. Gear Up for Growth With Jean CaragherFor CPA TrendlinesThe latest episode of Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing and powered by CPA Trendlines, featured an insightful discussion with Becky Livingston, founder and CEO of Penheel Marketing, on the role of artificial intelligence (AI) in CPA firm marketing. The conversation centered around two key takeaways: AI’s ability to enhance thought leadership efforts and its role in shifting CPAs toward more strategic client advisory services.Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More Gear Up for Growth every Friday here | More Capstone Conversations with Jean Caragher every Monday | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts hereMarketing research shows that high-growth CPA firms prioritize thought leadership through blogging, white papers, and public speaking. AI tools such as ChatGPT, Perplexity, and Jasper are revolutionizing this space by enabling firms to generate high-quality content efficiently. These tools allow CPAs to personalize content for niche audiences, optimize SEO strategies beyond traditional search engines, and streamline content creation to maintain a consistent and authoritative online presence.

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Becky Livingston: How AI Boosts Firm Marketing and Client Engagement | Gear Up For Growth

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This episode was published on March 21, 2025.

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