Welcome to the Boomer Briefing Podcast – your 20-minute insight into the conversations shaping the future of the accounting profession.

In this episode, Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting, and Heather Robinson, Marketing Manager, share highlights from the latest Marketing & Business Development Circle meeting.

This meeting focused on the strategic conversations growth leaders need to be having right now, connecting marketing and business development efforts to broader firm trends, elevating the role through more intentional metrics and decision-focused data, and rethinking A-level client experience. Members discussed how the right dashboards can drive stronger leadership conversations around profitability and client value, and challenged each other to create high-impact services, like strategic planning, that deepen relationships and differentiate the firm in an AI-driven environment.

💡 Explore the Boomer Marketing & Business Development Circle and our other Circle communities

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🔗 Follow the Marketing & Business Development Circle facilitators for more updates and expertise:

Jon Hubbard

• Twitter: @Jon_Hubbard
• LinkedIn: jonhubbard

Heather Robinson

• Twitter: @Heather_BCI
• LinkedIn: heatherobinson

For more information about Boomer Consulting, visit boomer.com.