Shows
The CPA Marketing Genius PodcastEpisode 044: Increase Productivity Through The Use Of AI Technology With Manuj Aggarwal[00:01 - 01:10] Opening Segment Salim Omar, CPA introduces Manuj Aggarwal to the show!Manuj Aggarwal started as a factory worker and went on to become an elite technology consultant and business mentorHe is recognized as one of the top 500, global thought leaders in AI and startups by Brain Z magazine[01:11 – 07:43] Achieve Success And Reduce StressIncrease your self-worth and focus on discovering what value he could create in the worldCPAs should look at how they can make a bigger impact on more peopleOffer something of value to their clientsLife never lets us down and we should have the...
2023-08-0424 minThe CPA Marketing Genius PodcastEpisode 043: 43 Why Business Owners Need a CFO with Adam Lean[00:01 - 01:10] Opening Segment Salim Omar, CPA introduces Adam Lean to the show!Adam Lean is a former accountant, turned two-time entrepreneur who built, scaled, and sold two businessesHe is the CEO of TheCFOProject.com[01:11 – 07:43] Improving Revenue, Profit, and Cash Flow With A CFOMost businesses owners rely on their accountant or bookkeeper to understand numbers as they don’t want to understand it themselvesBusiness owners need help understanding cash flow and other accounting conceptsAccountants are uniquely placed to help business ownersAccountants need to learn how to forecast and understand the main drivers of a business in order...
2023-06-1622 minThe CPA Marketing Genius PodcastEpisode 042: Driving Business Excellence: Strategies to Thrive amidst Talent Shortages with Uday Ranpara[00:01 - 00:56] Opening Segment Salim Omar, CPA introduces Uday Ranpara to the show!Uday Ranpara is the promoter and director of multiple firmsFinding the right talent is a significant challenge[00:57 – 10:44] Finding The Right Talent: Benefits Of Outsourcing For Accounting FirmsThe benefits of outsourcing include cost savings, access to the right talent, and avoiding the headache of providing trainingHis academy runs different training programs to improve communication and increase efficiencyAutomation and outsourcing can reduce time and costTaking a leap of faith is necessary for outsourcing[10:45 – 17:09] Improving Communication And Automation With OutsourcingSecurity, data theft, data leaka...
2023-06-0223 minThe CPA Marketing Genius PodcastEpisode 041: Building A Winning CPA Practice with David Safeer[00:01 - 01:40] Opening Segment Salim Omar, CPA introduces David Safeer to the show!David Safeer is a globally recognized expert in cash flow maximizationCash flow is key even for profitable companies, and there are always ways to make it better[01:41 – 11:58] Breaking Down Barriers To Cash FlowMindset is the biggest issue in cash flow management, as CPAs are trained to look backward instead of projecting the futureCash basis reports versus accrual basis reports can reveal discrepancies in inventoryModeling allows for visibility and proactive problem-solvingMaximization involves counterintuitive strategies like paying upfront for better prices or offering financing options...
2023-05-1923 minThe CPA Marketing Genius PodcastEpisode 040: Embracing A Results-Oriented Model with Wendy Barlin[00:01 - 01:44] Opening Segment Salim Omar, CPA introduces Wendy Barlin to the show!Wendy grew her practice from $100K to over $1M in 11-12 yearsHow she transitioned from having a physical office to a virtual firm[01:45 – 10:12] Embracing A Results-Oriented ModelMoving her business to a remote work model, which allowed for more flexibility and saved on costsShifting the mindset from time-driven to results-orientedCreating a sense of community among remote workersPrioritizing time management and setting boundaries with clients[12:13 – 16:33] Moving The Business To The SkySetting strict time management barriers can lead to more productive and less stres...
2023-05-0521 minThe CPA Marketing Genius PodcastEpisode 039: Maximizing The Power Of Email Marketing with Scott Bywater[00:01 - 01:31] Opening Segment Salim Omar, CPA introduces Scott Bywater to the show!Scott is a sought-after marketing copywriter and creator of the Simple Email ROI systemHe discusses email marketing and using copy in the right way to turn email lists into booked calendar appointments and more revenues[01:32 – 11:29] Turning Email Lists Into Booked AppointmentsEmail is a powerful tool for building trust and increasing salesSpecificity and curiosity are key in crafting effective subject linesResearch is crucial for laying the foundations of successful email marketingCreating a subject line for an email after writing it can be an effective way...
2023-04-2826 minThe CPA Marketing Genius PodcastEpisode 038: How To Enhance Culture And Increase Profits with Tyler Horsley[00:01 - 01:31] Opening Segment Salim Omar, CPA introduces Tyler Horsley to the show!He founded his own company called, “Nuclear Networking”His advice for growing a business or accounting firm is to understand your identity and be able to explain what you do in less than 10 seconds[01:32 – 11:29] Building A Successful OrganizationInternal communication is key, especially with remote workersWorkshops can help identify who you are best for and the right partners to grow withDeveloping an avatar of the ideal client to targetGrowing the business intentionally and strategicallyHiring based on company culture and values[11:30 – 16:20] How To Enhance Culture A...
2023-04-1421 minThe CPA Marketing Genius PodcastEpisode 037: Controlling Your Brand SERPs with Jason Barnard[00:01 - 01:20] Opening Segment Salim Omar, CPA introduces Jason Barnard to the show!Jason is an author and digital marketing consultant who specializes in brand sales and knowledge panelsHe has spent 10 years figuring out how to educate and how to manage your brand on Google[01:21 – 14:56] Controlling Your Brand SERPCorroborating this information with third-party sources around the web to build credibility and authorityWhat is a Google Knowledge Panel?The two different types of Knowledge Panels: For local businesses and For major corporationsTo get a Knowledge Panel, create a factual page about yourself and your company with corroboration fro...
2023-03-3124 minThe CPA Marketing Genius PodcastEpisode 036: How CPA Firms Can Provide REAL Value To Their Business Clients with Nathan Lind[00:01 - 01:31] Opening Segment Salim Omar, CPA introduces Nathan Lind to the show!How he exited his first company in 2016 which was an e-commerce technology to a shopping cart platform[01:32 – 08:52] The Buyer’s Appetite Remains Strong Despite RecessionWebsite Closers has over a hundred companies for sale at any given point in time with 525 million worth of businesses for sale on their marketplaceThe number one mistake entrepreneurs make when selling their business is having complicated or sloppy or unprofessionally prepared financial statementsThe two biggest mistakes when selling a business:Waiting too longNot understanding what your company’s worth
2023-03-1721 minThe CPA Marketing Genius PodcastEpisode 035: The Benefits Of Podcasting For CPAs with Spencer Carpenter[00:01 - 01:08] Opening Segment Salim Omar, CPA introduces Spencer Carpenter to the show!Spencer shares that podcasting is not disruptive marketing, allowing brands to build rapport with potential customers without pressure to convert[01:09 – 13:48] Best Practices For Starting Your Own Podcast ShowPodcast interviews can be a great way to build authority and differentiate a businessInterviews force people to crystallize their messaging and repurpose it in different waysSEO benefits of podcast interviews, as each one has a unique title and descriptionThe best practices for starting a show and for being a guest on a show[01:34 – 18:35] The Benefits Of Po...
2023-03-0322 minThe CPA Marketing Genius PodcastEpisode 034: Building An Action Plan For Financial Success[00:01 - 01:33] Opening Segment Salim Omar, CPA introduces Ryan Kimler to the show!He provides business owners with outside CFO guidance to help them understand what’s working in their business and what’s not[01:34 – 13:48] Setting Targets And Building Action Plans For Financial SuccessHe discusses the two keys to his success:Using language that grabs a business owner’s attentionSpeaking in front of business owners in associations or through podcastsWidening the gap between where the business owners are and where they want to beHelping them become clear about their problems and challengesChanging their perspective on their businessF...
2023-02-1727 minThe CPA Marketing Genius PodcastEpisode 033: Get More Money for Your Clients With Tax Credits[00:01 - 02:14] Opening Segment Salim Omar, CPA introduces Eric Kneller to the show!He is passionate about helping companies to save money and double their profitsHe works with CPA firm owners to help their clients save money in any way possibleHe provides positive reinforcement for whatever they are currently doing[02:15 – 10:47] Unlocking The Potential Of Work Opportunity Tax Credits And Employer CreditsSmaller companies have been disadvantaged in this area due to a lack of ability to electronically and quickly screen and track all candidatesWhat is the “Work Opportunity Tax Credit” (WOTC)?Employer Retention Credit (ERC) was created in resp...
2023-02-0315 minThe CPA Marketing Genius PodcastEpisode 032: Million Dollar Insights from a 7-Figure CPA Practitioner[00:01 - 03:44] Opening Segment Salim Omar, CPA introduces Bob Wheeler to the show!He discusses how he got into accountingHis focus on communication and service[03:45 – 22:18] How To Manage Client Information And Maximize Tax SavingsMistakes he made early on including taking any client just to have billingClient attraction strategies include:Open to client requestsMeeting with financial advisorsTreating each tax return as a relationshipIntroducing office tools to manage client informationColor-coded tax files for easy identificationUsing rolling carts to track the progress of tax returnsFocused on what they were good at and avoided financial audits[22:19 - 25:59] Closing SegmentB...
2023-01-2025 minThe CPA Marketing Genius PodcastEpisode 031: How To Manage An Effective Team With A Managerial Leadership Role with Julian Chapman[00:01 - 00:43] Opening Segment Salim Omar, CPA introduces Julian Chapman to the show!He discusses the importance of managerial leadership, decision-making, and clarity of strategy in an increasingly busy work environment[00:44 – 19:23] How To Manage An Effective Team With A Managerial Leadership RoleReflection is key to maintaining balance and preventing additional sanctuary trauma in the workplaceClarity of expectations is key to creating engaged employees.Managers need to define what is expected from employees and provide clarity on strategy and who is responsible for whatManagers need to define what they want their team to achieve and provide clarity on...
2023-01-0623 minThe CPA Marketing Genius PodcastEpisode 030: Helping Clients Get Into Payment Plans With The IRS with Dan Henn[00:01 - 00:44] Opening Segment Salim Omar, CPA introduces Dan Henn to the show!Dan has been in practice for 10 years and has grown his practice to the coast of Florida [00:45 – 18:02] Helping Clients Get Into Payment Plans With The IRSHe offers IRS representation services in addition to his regular practiceHe teaches IRS representation of his regular courseworkHe advises practitioners to find clients from their existing client base or through marketing campaignsHe points out that tax resolution services are not for everybodyHe advises practitioners to think about it’s not just them when starting their own business and to...
2022-12-3020 minThe CPA Marketing Genius PodcastEpisode 029: How To Protect Your Business And Grow It For An Eventual Exit with Michael Ringel[00:01 - 02:20] Opening Segment Michael started bringing together entrepreneurs in collaborative mastermind environmentsHe discovered that most business owners don’t know the value of their businesses and often don’t have a plan for exiting [02:21 – 15:00] How To Protect Your Business And Grow It For An Eventual ExitHe advises thinking about the value of your business is key to retirement income planningThe key to successful exit planning is to have a clear understanding of the value of the business and to add value to it before sellingThe difficulties for financial professionals to focus on exit planning, as most are...
2022-12-1621 minThe CPA Marketing Genius PodcastEpisode 028: Win In A Competitive World With Strategic Differentiation Strategy with Roy Osing[00:01 - 01:24] Opening Segment Roy Osing shares his 40 years of successful executive leadership experienceHe is devoted to inspiring leaders and entrepreneurs to stand apart from the average, boring route and achieve their true potential [01:25 – 24:45] Win In A Competitive World With Strategic Differentiation StrategyHe discusses his idea of, “Be Different or Be Dead”He created his own strategic game-planning process which helps determine how big a company wants to beHow to determine who you want to serve and how to get them to transact with youGaining a granular understanding of their target market and developing strategies...
2022-12-0228 minThe CPA Marketing Genius PodcastEpisode 027: Finding The Voice Of Your CPA Firm with Ted Tibbetts[00:01 - 01:58] Opening Segment Ted Tibbetts discusses what copywriting is.The importance of copywriting in order to persuade someone in the business to purchase somethingCommunicating an idea but getting the reader or listener to take action[01:59 – 10:12] Finding The Voice Of Your CPA FirmThe complex process of copywriting requires decoding by the receiver and establishing credibilityIt helps to create a marketing message that can be understood and taken action onThe signs that your copy is not hitting the mark may include the followingBeing vague with your messageHaving no empathy for the audienceBeing boringWays to improve your copy is...
2022-11-1814 minThe CPA Marketing Genius PodcastRank Your CPA Firm Higher With SEO Optimization With Anmol Singhi[00:01 - 04:04] Opening Segment Anmol Singhi discusses the importance of SEO for accounting firmsSEO is beneficial in terms of traffic and leadsSEO can help an accounting firm rank higher in search engine results pages, increasing visibility and generating more leads[04:05 - 12:42] Rank Your CPA Firm Higher With SEO OptimizationPaid search advertising is one way to achieve results with SEOThe objective of SEO for an accounting firm is to be on the top three results page for relevant in a local areaHe discusses on-site and off-site SEO which includesBacklinksGoogle My BusinessCitationsIt is important to have in order t...
2022-11-0418 minThe CPA Marketing Genius PodcastEpisode 025: The Hidden Opportunities Within Your CPA Firm[00:01 - 02:02] Opening Segment Salim Omar, CPA discusses how there are opportunities within your CPA firm that can generate extra incomeBy attracting high-value clients, you can increase your revenues significantly[02:03 - 04:55] Identifying Opportunities Within Your CPA FirmSalim Omar, CPA discusses the key to success if recognizing opportunities within your client basePricing can be based on the tangible or intangible benefits a firm provides to their clientsWhat is value pricing?The importance of communication with clients[04:56 - 06:55] Closing SegmentSalim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team! Fin...
2022-10-2106 minThe CPA Marketing Genius PodcastEpisode 024: Why CPA Firms Struggle with Attracting High Value Clients[00:01 - 02:20] Opening Segment Salim Omar, CPA, discusses how CPA firms struggle with attracting high-value clientsHow your firm’s marketing message is confusing and does not address the needs and desires of high-value clientsYour marketing message lacks believability[02:21 - 05:22] How To Attract And Convert High-Value ClientsSalim Omar, CPA, discusses how to attract high-value clientsThe need to differentiate yourself from other accounting firmsYour marketing lacks authorityYour fee structure is too lowLow-quality leads from high-value prospects are due to poor online marketingRaising your fee structure will help you attract more high-value clientsNine elements of high-value client marketing systemThe imp...
2022-10-0708 minThe CPA Marketing Genius PodcastEpisode 023: The #1 Most Important Marketing Asset in Your CPA Firm[00:01 - 03:12] Opening Segment Salim Omar, CPA discusses how your website is your most important marketing asset, and it should be modernEvery website needs a headline, and a good one can help you stand out from the competitionDesign is also important, with websites having to be clean and attractive[03:13 - 06:46] Build An Effective Marketing Campaign That ConvertsSalim Omar, CPA discusses the importance of having a unique approach to website designThe benefits of using a different methodology or process than your competitorsThe importance of having a high-converting websiteIdentifying the journey, a prospect will take to book a f...
2022-09-2306 minThe CPA Marketing Genius PodcastEpisode 022: How To Build an CPA Firm's Authority[00:01 - 01:38] Opening Segment Salim Omar, CPA tells listeners about how to build authorityStanding out from the competitionBeing seen as an expertThe ways to build authority means:Creating website contentBlog postsEmail marketingSocial media presenceSpecial reportseBooksVideosWebinars[01:39 - 10:13] Building Trust and Credibility Through Online PresenceSalim Omar, CPA discusses having a website is an important way to build trust and credibility with potential clientsBlogs are a great way to share information and create content that is both informative and conversationalCreating blogs on your website can help you:Rank higher in search enginesAttract more leadsBuild client loyaltyMaking information is one o...
2022-09-0915 minThe CPA Marketing Genius PodcastEpisode 021: How To Sell A Practice Tips For Success with Rebecca Smith[00:01 - 03:12] Opening Segment Salim Omar, CPA introduces Rebecca Smith!She tells her reasons why firm owners decide to sell their practiceRetirementDivorceIllness [03:13 - 06:46] How To Sell A Practice: Tips For SuccessRebecca discusses concerns for both the seller and buyer when it comes to the timing of selling a practice When is the right time to sell a practice?Factors to consider when selling a practice:PoliticalEconomicIndustry changesBest case scenarios for a turnkey practiceStaying involved after selling a businessTrainingTransitioning the buyer into the new settingBenefits of having a business broker when selling or buying a businessA business brok...
2022-08-2618 minThe CPA Marketing Genius Podcast5 Easy Steps to De-stress and Re-Energize Your Practice[00:01 - 03:12] Opening Segment Salim introduces his five steps to de-stress and re-energize your practice after a busy tax seasonThe five steps to de-stress and re-energize are:#1 is to rest up and completely unplug for a few days#2 is to connect with your purpose#3 is to talk about areas of improvements with the team#4 is planning the next 120 days#5 is optional but highly recommended, I’ll be holding a 2-day virtual event to help practitioners with their 120-day goals[03:13 - 06:46] Salim discusses his five steps to de-stress and re-energizeHe and his wife travelled around as part of his a...
2022-07-0109 minThe CPA Marketing Genius Podcast3 Important Things To Consider When Creating Your Plan for 2022[00:01 - 01:03] Opening Segment Salim shares his tips and advice on creating a successful practice and how important it is to have a system in place that attracts high-paying clients. [01:04 - 04:30] Creating a turnkey lifestyle practice is more important now than everPutting a system in place to attract high-paying clients is keyHaving a team that is successful and enjoys their work is important [04:31 - 06:54] Finding Clarity in Business A team that is excited and motivated will be more productiveHav...
2022-06-1707 minThe CPA Marketing Genius PodcastHow Charles Read, CPA grew his niched practice to over 7 figures[00:01 - 05:43] Opening Segment Charles shares his story from working in corporate finance to putting up his own company[05:45 - 14:45] Secrets to Growing a Business That Lasts for DecadesUnique Value Proposition: What sets GetPayroll apart from its competitorsHow a white-label system helps them deliver faster and provide better customer serviceThe strategies that helped him grow from 1k to a 7-figure businessHire the best marketing team[14:45 - 16:56] Finding Clarity in Business Investing in professionals where your skillsets are lackingWhy your business niche is the key to growthComplianceIdeal ClientsBusiness size[16:57 - 20:04] Closing SegmentCharles's pie...
2022-06-0320 minThe CPA Marketing Genius PodcastOptimize LinkedIn to Generate Leads and Sales with Daniel Alfon[00:01 - 02:07] Opening SegmentDaniel on how LinkedIn connected him to a business prospect when he needed it [02:08 - 06:39] Treat Your Profile as a WebsiteThe goal is to motivate visitors to reach out and take actionYour headline should focus on the customersHow can you help them?Customize your banner, profile picture, and featured sectionBe professionalConversions do not happen on LinkedIn[06:40 - 17:08] Busting Myths About LinkedInIndividual profiles are more important than company pagesWhen it comes to connections, pick quantity or qualityUnderstand the free platform firstLead with content not advertisingServe real-life objectivesBring value with educational c...
2022-05-2022 minThe CPA Marketing Genius PodcastFinding Meaningful Success with Rob Cook[00:01 - 06:00] Opening SegmentRob’s windy pathFrom dentistry to CPA to software salesCreating value and being in a place of service[06:01 - 18:32] Make Time for What’s Valuable to YouDifferentiate yourself and don’t serve everyoneFigure out your niche and your specialty then scale your business or practice from thereThink about your prioritiesWhat are you willing to set aside and sacrifice to move towards your goal?The story behind Rob’s podcastThe power of the mediumPlaying the long game to build relationships and give value[18:33 - 22:26] Closing SegmentThe importance of your “Why”Knowing why...
2022-05-0622 minThe CPA Marketing Genius PodcastDevelop Your CPA Business through Customer ProfilingDeveloping a business is never easy. But we want to do it anyway. In this episode, join Salim, Rod, and Robert as they share with us their strategies in creating their business the way they want it and the CPA way. Robert E. Bendetti, Jr., is the President and Founder of the Global CFO Council, Charleston CFO Council, and Upstate CFO Council. Robert is Senior Vice President and Chief Financial Officer of Life Cycle Engineering. In this episode, Robert discusses communication, thought leadership, and content marketing for CFOs and offers advice on pursuing high-margin work. Sal...
2022-04-2224 minThe CPA Marketing Genius PodcastGrow Your CPA Firm Through Acquisition: Trends, Opportunities and PitfallsIn this episode of the CPA Marketing Genius Podcast, Salim and Rod’s guest, Rick Dennen. As a CPA, Rick started a company nearly 20 years ago that helps others grow their business through capital as a strategic and financing partner. Rick Dennen is Chief Corporate Banking Officer at First Financial Bank which includes being CEO of Oak Street Funding and First Franchise Capital. He oversees nearly $12B in assets and about 400 employees. He leads the commercial growth strategy including expansion of customized lending offerings and services.He is a CPA, and a former Senior Manager at...
2022-04-0832 minThe CPA Marketing Genius PodcastLeverage Your Brand through Hosting Podcasts with Jeremy SlateIn this episode of the CPA Marketing Genius Podcast, Salim’s guest, Jeremy Slate, will be sharing to us his unremarkable yet very extraordinary journey in the past years on branding and podcasting. His wisdom and expertise is sure to encourage marketers and business owners on making success happen in this space.Here’s a bit about Jeremy:Jeremy Ryan Slate, an entrepreneur, media expert, CEO and founder of Command Your Brand. He helps visionary founders to impact the world and better mankind through the power of appearing on top-rated podcasts. He has been named a to...
2022-03-2518 minThe CPA Marketing Genius PodcastHow to Attract High Quality ClientsWhile we all dream to have high-quality and loyal clients, many of us struggle, thinking we don’t have the capacity to achieve this goal. In this episode of the CPA Marketing Genius Podcast, Salim will be teaching us how to attract top-of-the-line clients, straight from the driver’s seat. If you are interested to know how to attract high-quality clients, then this is the episode for you! [00:01 - 01:31] Opening SegmentHaving a growing firm is something to be proud ofGrow in revenueHave an impact in the lives of your clients [01:32 - 07:13...
2022-03-0207 minThe CPA Marketing Genius PodcastYour Brand is Your Reputation with Jay FranzeOur special guest for today’s show is Jay Franze. Here’s a little something about him: Born and raised in a suburb of Boston, Jay spent his early years building his passion for leadership development with a focus on the entertainment industry. After graduating from college Jay moved to Nashville to work in Music City, building a name for himself during his 25+ years as a leader in the industry. Jay is an author, speaker, coach, with a passion for leadership development.His coaching focuses on branding and development, leading people and teams to reach their...
2022-02-1615 minThe CPA Marketing Genius PodcastEpisode 010: Stepping Away So You Can Step Up Your BusinessIn this episode of The CPA Marketing Genius, Salim discusses the importance of taking a step back from your business to take a deeper look at direction your business is heading in! By taking this step, you can make sure your business is heading in direction you intend for it to go in! Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or on your favorite podcast directory. Don’t forget to like, subscribe, and leave us a review!...
2021-11-0305 minThe CPA Marketing Genius PodcastEpisode 009: What Makes A Good Leader? with Dr. Michael UseemOn this episode of The CPA Marketing Genius, Salim is joined by author, academic, and expert on leadership in business, Dr Michael Useem. Together, he and Salim discuss the habits, mindset, and the skills needed to be an effective business leader in today's world! Also, we get some insight into the lessons Dr. Useem learned while interviewing 9 thriving CEO's for his new book "The Edge." Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or on your favorite podcast dir...
2021-10-1830 minThe CPA Marketing Genius PodcastEpisode 008: Client Attraction In The Internet's Stone Age With Terry DeanIn this episode of "The CPA Marketing Genius," Salim is joined by Terry Dean, who went from delivering pizzas to becoming one of the earliest online marketers in what Terry refers to as the "stone ages" of the world wide web! Join Terry and Salim as they discuss the power of having a strong email list, strategies for standing out from your competitors, and the possible ROI that can come providing potential clients with free information! Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can fin...
2021-10-0129 minThe CPA Marketing Genius PodcastEpisode 007: Moving Out Of The Van Down By The River With Jassen BowmanIn this episode of The CPA Marketing Genius, Salim is joined by tax resolution expert Jassen Bowman. Jassen shares with Salim his story of how he went from being homeless to traveling the world while operating his own remote practice! Listen along as Jassen provides insight into the world of tax resolutions and shares some useful tips and strategies that could help push your practice to the next level! Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or on...
2021-09-1531 minThe CPA Marketing Genius PodcastEpisode 006: Client Touch PlansIn this episode of The CPA Marketing Genius, Salim discusses the importance of having strong and meaningful relationships with your clients. By establishing a strong client touch plan, you can create ample opportunities for client referrals, client retention, and an increase in work flow for existing clients! If you don't have this yet, listen to this episode so you will have the tools necessary to start today! Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or on your fav...
2021-09-0107 minThe CPA Marketing Genius PodcastEpisode 005: What Is Success And How Do We Attain It?In this episode of The CPA Marketing Genius, Salim shares three critical tools you can use to attain and maintain true success! Throughout the episode, Salim emphasizes the importance of following his rule of 72, avoiding falling for the shiny object syndrome, and the crucial importance of truly focusing on your tasks at hand. By using these methods, you too can find and maintain success with your firm! Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or on your fav...
2021-08-1612 minThe CPA Marketing Genius PodcastEpisode 004: The 2 Reasons Why People Don't Achieve Their GoalsIn this episode of The CPA Marketing Genius, Salim reflects on the two main reasons why those with their own firm may not be achieving their goals. Have you lost track of the reason behind starting your own firm? Are you operating in the right mindset to push towards and beyond your goals? Throughout the show, Salim provides insight on ways you can properly evaluate and improve yourself regarding these two critical questions! Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpa...
2021-08-0116 minThe CPA Marketing Genius PodcastEpisode 003: Inserting Disney Magic into Your Business with Lee CockerellToday on the CPA Marketing Genius Podcast we’re speaking with retired Disney executive and author Lee Cockerell. Lee tells us about how he went from college dropout to executive vice president, the secrets to building a great team, and how to insert some “Disney magic” into your own business. Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or on your favorite podcast directory. Don’t forget to like and subscribe! If you want to learn more...
2021-06-1739 minThe CPA Marketing Genius PodcastEpisode 002: Introducing the CPA Marketing Genius Podcast with Salim OmarWelcome to the first episode of The CPA Marketing Genius Podcast! In this episode we introduce you to our host, Salim Omar. We talk about his background, how he came up with CPA Marketing Genius, and about what you’re going to hear on future episodes of the podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or on your favorite podcast directory. Don’t forget to like and subscribe! If you want to learn more about Salim and CPA Marketing Genius, please visit cp...
2021-06-1721 minThe CPA Marketing Genius PodcastEpisode 001: FB Live—BIG ANNOUNCEMENT for CPA Practitioners!Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com or on your favorite podcast directory. Don’t forget to like and subscribe! If you want to learn more about Salim and CPA Marketing Genius, please visit cpamarketinggenius.com Thanks for tuning in; we’ll see you next time on the CPA Marketing Genius Podcast.
2021-06-1704 min