Listen

Description

Capstone Conversations
Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms.


By Jean Caragher
For CPA Trendlines


I was delighted to have a Capstone Conversation with Allison Schlegelmilch, director of marketing at RKL LLP and an  Association for Accounting Marketing Marketer of the Year. 

• Follow Jean Caragher on CPA Trendlines here.


• Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here
  


• And catch Jean Caragher's other show, Capstone Conversations, with the profession's leading growth strategists, also available on CPA Trendlines.

Why was Allison named Marketer of the Year? Well, let me give you an idea. 

In 2021, she elevated the RKL brand message with a bold new branding campaign and led her team's efforts to implement and adopt a new marketing automation and CRM solution. She lent her unique perspective to the firm's strategic plan and oversaw merger communications, brand integration, and marketing onboarding for two mergers in November 2021 and January 2022. 

In this episode, Schlegelmilch reveals:

• What she learned about herself as a result of the pandemic.


• What marketers can bring to their firms.


• How she built her marketing team. 


• Why it's important to celebrate the small wins.

The roster of stellar guests in upcoming episodes includes:

• Brenda Sleeper from the BDO Alliance, 


• Carrie Steffen from The Whetstone Group, 


• Bethany Silvis from Kerkering, Barberio & Co.; 


• Joe Kovacs from Councilor, Buchanan & Mitchell; 


• Korby Boswell from Adams Brown; 


• Lucas LaChance from Lane Gorman Trubitt; and 


• Sarah Cirelli from Grassi Advisors & Accountants.