In this episode, I break down how to attract better accounting clients and turn them into high-value, long-term relationships. I cover how to shift your positioning from technical expert to strategic advisor, why most marketing funnels fail and how to fix them, and the exact metrics you should track to confidently scale your firm.
Timestamps:
00:00 – Introduction and what to expect in this training
01:34 – Why client attraction is about messaging, not branding or content quality
02:22 – Bridging the gap between technical talent and strategic advisor
03:17 – Case study: How Ray repositioned from tax strategy to CFO services
05:22 – Messaging that speaks to a client’s “next big move”
09:30 – How to design a high-converting marketing funnel
10:53 – Example: Facebook ad + VSL funnel for a moving company
12:18 – The power of testimonials and self-selection in the sales process
14:32 – How to build and organize a sales pipeline using GoHighLevel
16:51 – Why follow-up automation is key for closing more deals
18:09 – How to write effective lead nurture email sequences
19:38 – Creating long-term trust through content and automation
20:33 – 3 metrics to measure marketing ROI: ROAS, CAC by source, LTGP to CAC
24:15 – Comparing CAC across channels to reinvest in your best performers
26:11 – Why your CAC math might be wrong (and how to fix it)
28:19 – The real game: Maximize LTV and profitability over time
30:10 – Final thoughts
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