Podcast Episodes

Welcome back to the Marketing for Tax Professionals podcast! We dive into the exciting world of paid marketing strategies for tax professionals. What We Discussed: Key Takeaways: Remember, paid advertising is not just about hitting publish; it’s about having a strategy, the right systems, and a willingness to invest in your business’s growth. Join us […]

In this episode, we dive into effective client retention strategies for tax professionals, highlighting the importance of maintaining existing clients through personalized communication and leveraging technology for feedback and social proof. We explore unique B2C and B2B strategies, innovative loyalty programs, and the value of adding services like financial coaching. Join us as we discuss […]

In this compelling episode of the Marketing for Tax Professionals podcast, Emely and Jesse dive into the transformative power of branding for tax experts. The conversation underscores branding as the essence of ‘why’ you provide your services, setting it apart from the ‘how’ of marketing. Through the inspiring journey of a tax professional who leveraged […]

Welcome back to another episode of the Marketing for Tax Professionals show! I’m your host, Emely Roman, joined by Jesse Arroyave, and today we’re diving deep into organic marketing strategies for tax pros. Organic marketing is all about the sweat equity you put into your business. It’s the content you create, like videos, e-books, infographics, […]

In this episode, we dove deep into the strategies tax professionals can use to grow their business through both paid and organic marketing efforts. We discussed the importance of creating content that positions you as a thought leader, particularly emphasizing the power of video content in building trust and showcasing expertise.