Join CPA & Entrepreneurial Accountant Salim Omar as he guides the audience through the principles of his "Genius Model", which shows CPA firm owners and accountant & tax practitioners how to make their practice successful.
All content for The CPA Marketing Genius Podcast is the property of Salim Omar and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Join CPA & Entrepreneurial Accountant Salim Omar as he guides the audience through the principles of his "Genius Model", which shows CPA firm owners and accountant & tax practitioners how to make their practice successful.
Episode 034: Building An Action Plan For Financial Success
The CPA Marketing Genius Podcast
27 minutes 15 seconds
2 years ago
Episode 034: Building An Action Plan For Financial Success
In this episode, Ryan Kimler discusses how he has built a successful CFO practice by using a language that speaks to business owners rather than accounting jargon, as well as networking with associations to get in front of potential clients. He focuses on understanding the gap between where the client is currently and where they want to be, asking questions about their business operations, profitability, money taken home, and vacation plans. He explores the importance of asking questions and understanding the language of business owners in order to help them bridge the gap between their current reality and their desired future.
Another value-bomb episode so make sure you tune till the end!
The CPA Marketing Genius Podcast
Join CPA & Entrepreneurial Accountant Salim Omar as he guides the audience through the principles of his "Genius Model", which shows CPA firm owners and accountant & tax practitioners how to make their practice successful.