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How Accountants Can Connect with Clients on a Deeper Level!

Published by Summit Marketing Team on Dec 27, 2024 6:00:00 AM

The Modern CPA Success Show: Episode 135

In this episode of the Modern CPA Success Show, the host and Tom Walton, a virtual CFO at Anders CPA and Advisors, engage with Chantal Cornelius, founder of Appletree Marketing and author of "Stand Out Strategies." The discussion centers on innovative marketing strategies for accounting firms, emphasizing the importance of emotional connections in client relationships. Chantal shares her unique journey into marketing and introduces her five standout strategies: certainty, connection, contribution, growth, and significance. The episode highlights the need for understanding client emotions, gathering feedback, and tailoring marketing messages to resonate emotionally, ultimately fostering stronger client relationships.

 

 

Episode Notes

"My clients had and still have amazing reputations in what they do. Most of them don't need huge numbers of new clients; it's more about reputation management and keeping the marketing ticking over." -Chantal Cornelius

Finer Details:

  • Innovative marketing strategies for accounting firms

  • Importance of emotional connections in client relationships

  • Chantal Cornelius's journey into marketing and her expertise

  • Concept of "standout strategies" for business differentiation

  • Five key emotional strategies: Certainty, Connection, Contribution, Growth, and Significance

  • The role of client feedback in improving services

  • Challenges of soliciting client feedback in the accounting industry

  • Importance of specialization and niche marketing for businesses

  • Practical tips for implementing emotional marketing strategies

  • Resources for further learning, including Chantal's books and tools for identifying standout strategies

Episode Resources:

 

Why Did the Accountant Cross the Road? To Connect with Clients on a Deeper Level!