Episode 207

FACULTY: Shannon Weinstein, CPA

CLASS: #SocialStudies

In this episode, Scott interviews Shannon Weinstein, CPA, the Host of the Keep What You Earn podcast. Shannon shares her journey of starting her own practice, leveraging Instagram as a brand-building tool, early growth experiences, transitioning from an order taker to a menu creator, marketing strategies, developing values from challenging clients, attracting ideal clients, core truths, leveraging the podcast for business growth, and tips for social media and potential podcasters.

Shout Outs:

Paul Seaton, Jess Glazer, Michael King, Mel Abraham, Keep What You Earn, Conserva Lo Que Ganas

Chapters:

00:00 Teaser

07:14 Starting Her Practice

10:42 Instagram as a Brand Builder

12:51 Early Growth

15:33 From Order Taker to Menu Creator

19:28 Marketing to Your Ideal Client

20:59 Developing Your Values from The Worst Clients

24:29 How to Attract the Ideal Clients

26:46 Core Truths

31:16 The Firm Stats

32:44 The Podcast

39:22 Leveraging the Podcast

44:31 Client Intake Process

45:39 Saying No to Leads

47:26 Tips for Social Media and Potential Podcasters

50:04 Conclusion

Connect With Us On Linkedin!

Shannon Weinstein

https://www.linkedin.com/in/shannonkeane/

Keep What You Earn Co.

https://www.fitnancialsolutions.com/

Keep What You Earn Podcast

https://podcasts.apple.com/us/podcast/keep-what-you-earn/id1580071347

Scotty OKR Scarano

https://www.linkedin.com/in/scottscarano/

Accounting High

https://www.linkedin.com/company/accounting-high/

https://www.accountinghigh.com/

Tags:

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