PODCAST · business
Amplify
by Association for Accounting Marketing
Amplify is podcast dedicated to helping accounting firms grow and thrive. Each season focuses on a particular issue or topic for accounting firm growth. Every episode features expert guests from across the accounting industry with expertise in marketing, business development, HR, strategy, and leadership.Amplify is a production of the Association for Accounting Marketing (AAM).
Episodes
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The Psychology of Ownership: How Franchise Mindset Drives Firm Growth
Is an accountant's mindset the real key to scaling a successful firm? In this episode of Amplify, host John Tyreman sits down with Shea Keats, CEO of Breakaway Advising, to explore how an ownership model transforms firm growth. Shea shares how eliminating upfront franchise fees empowers…
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Behavioral Economics for Accountants: Shifting Focus From Cost to Value
Stop competing on price and start unlocking the subconscious psychology behind why clients choose your accounting firm. In this episode of Amplify, host John Tyreman sits down with Melina Palmer, CEO of The Brainy Business and behavioral economics expert. Together, they explore how applying...
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Unignorable Buyer Psychology: Why Buyers Buy Accounting Services | Katelyn Bourgoin
Do you know the real, psychological reasons why your clients choose to do business with you? In this episode of Amplify, John Tyreman sits down with buyer psychology expert Katelyn Bourgoin, founder of Unignorable and the Why We Buy newsletter. Together, they explore how to leverage cognitive...
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The BD Blueprint: How Accounting Firms Create Sustainable Growth
In this episode of Amplify, host Cassy Clayman speaks with Neil Barrow, founder of Enabled BD, about the intricacies of building a business development function within accounting firms. They explore the common challenges firms face, the importance of tracking and marketing, and how technology,...
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Customer Intelligence: Turning Client Data into Real Relationships
In this episode of Amplify, host Cassy Clayman speaks with Adam Klein about the importance of customer intelligence in the accounting profession. They discuss how data and intelligence tools can enhance client relationships, the evolving tactics in business development, and the challenges of data...
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Where Relationships Meet Tech: Balancing Automation and Human Connection
In this conversation, Mike Jones discusses the importance of personalizing client communication, especially when introducing new service lines. He emphasizes the need for authenticity and relational messaging, cautioning against relying solely on generic templates provided by tools like ChatGPT…
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The LinkedIn Playbook: Smart Outreach, Real Conversations, Better BD
In this conversation, Rob Brown emphasizes the critical role of visibility and credibility in modern leadership. He discusses how professionals must be active and intentional in their public presence, particularly on platforms like LinkedIn, to build trust and establish themselves as credible...
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Beyond the Database: Building a CRM That Fuels Business Development
In this episode, Chris Camara speaks with Nikki Burgeson about the critical role of CRM systems in business development, particularly within professional services. They discuss the essential features of effective CRM tools, strategies for driving adoption among busy professionals, the importance…
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Scaling BD: Building Teams, Culture & Tech That Drives Growth
In this episode of Amplify, Chris Camara speaks with Brian Blaha who discusses how accounting firms can scale business development by aligning firm leadership, building structured BD teams, and using CRM and data to track pipeline performance and identify growth opportunities. He emphasizes that...
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Redefining Growth From the Inside Out | Amplify S8E1
Amplify: Season 8 Episode 1 Redefining Growth From the Inside Out Live from AAM Summit 2025 In an episode packed with actionable ideas, fresh perspectives, and real-world exampls of how accounting firms are redefining growth in 2025, Mike Jones and Sam Pagel sit down with some AAM attendees in…
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The Rise of the Modern Marketer | Amplify S8E4
Amplify: Season 8 Episode 4 The Rise of the Modern Marketer Live from AAM Summit 2025 From solo marketers to DEI champions, today's accounting marketers are redefining their roles—mentoring, upskilling, and becoming internal influencers who drive change. In this episode of Amplify, recorded live…
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The Story Only You Can Tell | Amplify S8E3
Amplify: Season 8 Episode 3 The Story Only You Can Tell Live from AAM Summit 2025 Great marketing isn't about spin — it's about proof. In this episode of Amplify, recorded live at the AAM Summit, we explore how firms are building credibility through storytelling, testimonials, brand voice, and...
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The AI-Ready Firm | Amplify S8E2
Amplify: Season 8 Episode 2 The AI-Ready Firm Live from AAM Summit 2025 Artificial intelligence isn't a distant future—it's here, reshaping how accounting firms operate today. In this episode of Amplify, recorded live at the AAM Summit 2025, Mike Jones and Cassy Clayman sit down with industry...
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Employee Advocacy at Scale: Building Social Reach Through Strategic Tools
Social media is no longer optional—but making it strategic is where the real value lies. In this episode of Amplify!, host Meg Hoevener sits down with Becky Weiand, Marketing Manager at Rea, to explore how her firm successfully implemented Clearview Social to drive employee advocacy. From...
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Leveraging Digital Events for Lead Generation
In this insightful episode of Amplify!, Meg Hoevener Marketing Manager at McGuire Sponsor, interviews Lindsay Sherrill, a seasoned marketing leader from Schneider Downs, about the strategic shift her firm made in webinar platforms—from GoToWebinar to ON24. Lindsay shares candid stories from the...
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Marketing Automation Without a CRM? Building Smarter Campaigns with Limited Infrastructure
What happens when your firm is ready to scale its marketing engine—but doesn't yet have a unified CRM? In this episode of Amplify!, host Meg Hoevener sits down with James Kuch, Digital Marketing Specialist at Yeo & Yeo, to talk about building a robust automation strategy in HubSpot, even when...
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People, Process, Platform: Aligning MarTech with Firmwide Growth Goals
Many firms invest in marketing tools without first aligning people and process. Marketing by Numbers took the opposite approach—and it's paying off. In this episode of Amplify!, host Meg Hoevener is joined by Jamie Miller, Senior Manager of Firmwide Growth, and Don Breckenridge, Director of…
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Making Your Case: Gaining a Seat at the Table with Courtney Kiss - Amplify S6E8
In this episode, we explore methods for demonstrating marketing ROI to firm leadership with insights from Courtney Kiss, Chief Operating Officer at Johnson Lambert. With a rich background in marketing, business development, and human resources, Courtney shares her expertise on effective...
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Proving Your Worth: Lighting Interviews from AAM Summit 2024 Part 2 - Amplify S6E7
Join Mike Jones from Resound at The Association for Accounting Marketing Summit 2024 as he interviews attendees. For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify
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AI in Marketing: Revolutionizing Strategies for Growth with Blake Oliver - Amplify S6E6
In this episode, we explore how Artificial Intelligence (AI) is reshaping the marketing industry. Our guest, Blake Oliver, a CPA and CEO at Earmark, shares his personal experience in leveraging AI for various marketing tasks. He discusses how AI-driven technologies have optimized customer…
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Becoming a Visible Expert: Crafting Content that Proves Your Expertise with Karl Feldman- Amplify S6E5
Karl Feldman, a seasoned partner at Hinge disucsses how to navigate today's competitive landscape, showcasing your expertise is essential for professional services firms With a wealth of experience in content marketing and brand development, Karl has guided numerous firms to elevate their market...
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Proving Your Worth: Lightning Interviews from AAM Summit 2024 Part 1 - Amplify S6E4
Join Mike Jones from Resound at The Association for Accounting Marketing Summit 2024 as he interviews attendees. For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify
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One-Person Powerhouse: Self-Advocacy for Solos and Small Teams with Amanda Simmonds - Amplify S6S2
Explore the unique challenges and opportunities of being in roles that aren't always billable but are always valuable. In this episode, Amanda Simmonds, Director of Talent Advisor Services at Spirrall, shares her insights and strategies for effectively advocating for yourself when you're in a…
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Small Firm, Big Impact: Finding Value Through Niching with Kelly Schuknecht - Amplify S6E3
Learn how to showcase the unique advantages of smaller firms with Kelly Schuknecht from Summit Virtual CFO by Anders. In this episode delve into the strategies that empower small accounting firms to thrive despite resource constraints. Our guest, Kelly Schuknecht, Marketing Director at Summit...
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Standing Up and Standing Out: Building Brand Authority and Challenging Stereotypes in Accounting with Gilbert Vasquez - Amplify S6E1
This episode features Gilbert (Gil) R. Vasquez, Managing Partner at Vasquez and Company , who tells his unique story as leader of one of the largest minorities owned CPA firms while discussing strategies for effectively showcasing your own unique value. This episode explores the importance of...
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How to Handle Web Leads With Stacy Dreher of James Moore - Amplify S5E7
Hear the secrets to qualifying marketing-generated leads with Stacy Dreher, director of practice growth at James Moore & Co., on this episode of Amplify! She's sharing insights into the intricate process of qualifying marketing-generated leads from the importance of collaboration between sales…
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Digital Advertising Success With Sean Smith of Schneider Downs - Amplify S5E6
An increase in the use of digital platforms requires you to align advertising strategies with consumer behavior. In this Amplify! podcast, Sean Smith, chief marketing officer at Schneider Downs, delves into the nuances of digital advertising from key metrics for measuring success to different ad...
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Successful Digital Campaigns With Apoorv Dwivedi of Fixyr Marketing - Amplify S5E5
Embrace data-driven decision-making in your marketing endeavors and leverage insights to optimize your campaigns for success! In this Amplify! episode, Apoorv Dwivedi, strategic marketing advisor and founder of Fixyr Marketing, divulged the intricacies of successful digital marketing campaigns....
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Content that Converts With Anna Khayet of KMG Advisors - Amplify S5E4
Ready to elevate your content strategy and drive meaningful conversion? In this episode of Amplify!, we delve into content creation and its impact on digital conversion with Anna Khayet, a marketing consultant for fintech and accounting firms. You must craft content that resonates with audience...
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Lead Gen MarTech For Accounting Firms with Danny Estrada of Rare Karma - Amplify S5E3
How can technology enhance your processes and drive growth? In this episode of Amplify!, Danny Estrada, vice president of consulting at Rare Karma, delves into the pivotal role of marketing technology in lead generation for accounting firms. CRM adoption is an important component, but you also…
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SEO Today and Tomorrow with Brian Swanson of Flashpoint Marketing - Amplify S5E2
Empower your accounting firm for success in the digital era! Brian Swanson, Chief SEO strategist with FlashPoint Digital Marketing, discusses the evolving landscape of digital marketing in this Amplify! podcast. Thought leadership and strategic content creation are driving growth and...
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The Digital Lead Gen Process For Accounting Firms With David Toth of Winding River Consulting - Amplify S5E1
Discover the secrets to successful digital marketing in this Amplify! podcast discussion with David Toth of Winding River Consulting. He talks about the profound transformation in lead generation driven by the shift to digital platforms and highlights success stories where clients secured...
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Comparing Legal and CPA Firm BDEs – Amplify S4E7
The world of business development demands authenticity, curiosity and adaptability. When comparing the roles of business developers in accounting and legal there are a lot more similarities in their roles than there are differences. This entire season of Amplify has focused on the role of the...
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Managing a Sales Person or Team for Accounting Firms – Amplify S4E6
When it comes to managing a business developer or a team of business development executives, it's all about team selling, setting clear expectations and effective pipeline management. As we talk all about the business development professional role in accounting firms in this season of Amplify…
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Building a Business Development Culture That Drives Growth for Accounting Firms – Amplify S4E5
A thriving business development culture goes beyond just sales—it's about engagement and contribution from everyone in the firm. In this season of Amplify we're talking about the role of a business developer in a CPA firm. And this episode focuses on building a BD culture that drives growth....
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How Business Developers Work with Marketing – Amplify S4E4
Fostering collaboration between marketing and business development is the key to success. Conflicting messages can confuse prospects, so you should work toward a "two plus two equals five" approach, harnessing their collective potential. In this season of Amplify we're talking about the role of a...
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How Business Developers Work with Firm Leadership – Amplify S4E3
Collaboration between business development executives (BDEs) and firm leaders is a recipe for success. The right setup and alignment of objectives are crucial for effective business development efforts. In this season of Amplify we're talking about the role of a business developer in a CPA firm....
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Compensating a Business Developer – Amplify S4E2
How do you compensate a business development professional, striking the right balance between base salary and commission? Understanding your goals is the first step. In this season of Amplify we're diving deep into the role of business developers. And, in this episode, we're turning to Ty...
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What a Business Development Executive Does - Amplify S4E1
A business developer's day involves a myriad of activities from external meetings with business owners and referral partners to scoping calls for initial client connections. In this season of Amplify, we're exploring the role of business development executives in accounting firms. To kick things...
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The Power of Showing People They Matter in Accounting Firms with Heather Esposito, Director Learning, Development and Colleague Engagement at BPM - Amplify S3E6
In the latest season of the Amplify podcast - powered by AAM, we're diving deep into the various industry trends in accounting firm growth. In this episode, host Mike Jones, Managing Partner of Resound - a brand consultancy - talks with Heather Esposito, Director Learning, Development and…
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The State of the Industry - Micro Interviews from AAM Summit 2023 - Amplify S3E5
In this 3rd season of the Amplify podcast - powered by AAM, we're diving deep into accounting industry trends and how firms can maximize their growth as they plan for the future. In this episode, host Mike Jones, Managing Partner of Resound - a brand consultancy - talks with 15 MORE attendees of...
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The State of the Industry - Micro Interviews from AAM Summit 2023 - Amplify S3E4
In this 3rd season of the Amplify podcast - powered by AAM, we're diving deep into accounting industry trends and how firms can maximize their growth as they plan for the future. In this episode, host Mike Jones, Managing Partner of Resound - a brand consultancy - talks with 13 attendees of AAM...
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The Impact of Marketing on Firm Operations with Kathleen O'Toole, Partner & CMO of PKF O'Connor Davies - Amplify S3E3
Welcome to the 3rd season of the Amplify podcast - powered by AAM! This season is all about accounting industry trends and how firms can maximize their growth as they plan for the future. In this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies talks…
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Strategic Planning with a Focus on Advisory with Josh Beck, Managing Partner of MarksNelson - Amplify S3E2
We are thrilled to announce the 3rd season of the Amplify podcast - powered by AAM! This season is all about accounting industry trends and how firms can maximize their growth as they plan for the future. With this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker...
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Making Employee Experience a Strategic Priority with Cheryl Foster - Amplify S3E1
We are thrilled to announce the 3rd season of the Amplify podcast - powered by AAM! This season is all about accounting industry trends and how firms can maximize their growth as they plan for the future. In this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker...
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Mergers, Acquisitions and Private Equity in Strategic Planning for Accounting Firms with Allan Koltin - Amplify S2E6
We are excited to launch the 2nd season of our newly rebranded Amplify podcast - powered by AAM! In this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies sits down with Allan Koltin, CEO of Koltin Consulting, to discuss how mergers, acquisitions and...
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Making DEI a Strategic Priority for Accounting Firms with Kimberly Ellison-Taylor - Amplify S2E5
We are excited to launch the 2nd season of our newly rebranded Amplify podcast - powered by AAM! In this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies sits down with Kimberly Ellison-Taylor, CEO of KET Consulting to discuss the importance of making…
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The Future of Strategic Planning: The Importance of Buy-In with Gary Thomson - Amplify S2E4
The Future of Strategic Planning: The Importance of Buy-In with Gary Thomson, Thomson Consulting We are excited to launch the 2nd season of our newly rebranded Amplify podcast - powered by AAM! In this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies…
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Growth in Strategic Planning with Gale Crosley - Amplify S2E3
We are excited to launch the 2nd season of our newly rebranded Amplify podcast - powered by AAM! In this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies sits down with Gale Crosley, Owner and President of Crosley & Company to talk about how accounting...
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Elevating the Client Experience in Strategic Planning with Katie Tolin - Amplify S2E2
We are excited to launch the 2nd season of our newly rebranded Amplify podcast - powered by AAM! In this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies sits down with Katie Tolin, President of CPA Growth Guides to discuss the importance of making…
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ABOUT THIS SHOW
Amplify is podcast dedicated to helping accounting firms grow and thrive. Each season focuses on a particular issue or topic for accounting firm growth. Every episode features expert guests from across the accounting industry with expertise in marketing, business development, HR, strategy, and leadership.Amplify is a production of the Association for Accounting Marketing (AAM).
HOSTED BY
Association for Accounting Marketing
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