How to Build a Marketing Plan That Actually Makes Sense episode artwork

EPISODE · Jun 25, 2025 · 26 MIN

How to Build a Marketing Plan That Actually Makes Sense

from Scale Your Accounting Firm with Peter Vander Wall · host Peter Vander Wall

Most accounting firms approach marketing completely backwards, and I’ve seen firsthand how that holds them back. In this episode, I walk through how I build marketing strategies that actually work — starting with clarity around who we're targeting, what we're selling, and the transformation we create. I talk about the mistakes firms make when they jump into tactics too quickly, and how a focused strategy makes everything else simpler and more effective. This is the process I’ve used across dozens of firms to help them grow with confidence.Timestamps:00:00:00 Intro 00:01:15 Why most accounting firm marketing fails 00:04:08 The trap of hiring agencies too early 00:07:26 Understanding strategy vs. tactics 00:10:52 Why broad targeting doesn’t work 00:14:44 Getting specific with your ideal client 00:18:01 Defining your core offer vs. upsells 00:21:37 Mapping the transformation your service creates 00:25:10 Choosing your top-of-funnel channel (outreach, content, ads) 00:28:30 Building trust: the 4 buyer types 00:33:16 Creating content that resonates and converts 00:37:45 Designing a sales process that fits your offer 00:41:22 Why KPIs matter more than you think 00:45:10 Diagnosing weak links in your funnel 00:49:00 Wrapping up the full marketing system Interested in working with me? Apply here:► socialclubstudios.com/work-with-usLet's connect!► Instagram: https://www.instagram.com/petervndr/► LinkedIn: https://www.linkedin.com/in/petervanderwall/► Twitter: https://twitter.com/petervndr► YouTube: https://www.youtube.com/@petervndr

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How to Build a Marketing Plan That Actually Makes Sense

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Frequently Asked Questions

How long is this episode of Scale Your Accounting Firm with Peter Vander Wall?

This episode is 26 minutes long.

When was this Scale Your Accounting Firm with Peter Vander Wall episode published?

This episode was published on June 25, 2025.

What is this episode about?

Most accounting firms approach marketing completely backwards, and I’ve seen firsthand how that holds them back. In this episode, I walk through how I build marketing strategies that actually work — starting with clarity around who we're targeting,...

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