Jay Schwedelson: Stop Playing It Safe | Gear Up For Growth

from CPA Trendlines Podcasts · host CPA Trendlines

Four key strategies show how firms can lead with value, optimize for AI, test strategies, and show more humanity to win clients.Gear Up for GrowthWith Jean CaragherFor CPA Trendlines“Firms can’t afford to hide behind best practices or boring templates anymore,” says Jay Schwedelson, president and CEO of Outcome Media and host of the top-rated marketing podcast Do This, NOT That, during his appearance on Gear Up for Growth, powered by CPA Trendlines, and hosted by Jean Caragher of Capstone Marketing. More Gear Up for Growth here. | 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 “It’s time to be bold, be human, and make sure you’re showing up where your prospects are actually searching, especially in AI,” he adds. Schwedelson shares four urgent takeaways for CPA firm leaders.

What this episode covers

Four key strategies show how firms can lead with value, optimize for AI, test strategies, and show more humanity to win clients.Gear Up for GrowthWith Jean CaragherFor CPA Trendlines“Firms can’t afford to hide behind best practices or boring templates anymore,” says Jay Schwedelson, president and CEO of Outcome Media and host of the top-rated marketing podcast Do This, NOT That, during his appearance on Gear Up for Growth, powered by CPA Trendlines, and hosted by Jean Caragher of Capstone Marketing.More Gear Up for Growth here. | 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“It’s time to be bold, be human, and make sure you’re showing up where your prospects are actually searching, especially in AI,” he adds. Schwedelson shares four urgent takeaways for CPA firm leaders.

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Jay Schwedelson: Stop Playing It Safe | Gear Up For Growth

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This episode was published on September 5, 2025.

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