The Influential Advisor

017: A Powerful Way to Build Relationships with CPAs - Liz Briggson


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Liz Briggson is the Director of Education and partnerships at Encoursa. Encoursa is an industry-leading online learning platform designed for CPAs and the companies who serve them. They specialize in demand generation webinars designed to enhance your content marketing strategy and are a NASBA-approved sponsor of continuing professional education (CPE) credit for CPAs.

Episode Sponsor:

More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. 

What you’ll learn from this episode:

  • How Liz transitioned from working in corporate finance to starting her own business
  • How a financial advisor can successfully build relationships with CPAs that are based on trust
  • Why creating a program that allows CPAs to earn continuing education credit is an important element to consider 
  • How to monetize in a way that's natural and leads to both the short term and longer-term outcomes that you seek
  • How it’s important to think more about defining a niche based on something you're passionate about instead of geography
  • How Liz partnered with The Due Diligence Project to create a very successful virtual summit with a 60-70% show-up rate

Resources Discussed:

The Due Diligence Project
https://encoursa.com/present-with-us

Connect with Liz Briggson:

Website: https://encoursa.com/
LinkedIn: https://www.linkedin.com/in/lizbriggsoncpa/
Email: [email protected]

Claim your free audiobook copy at: www.theshortbookformula.com

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