The Modern CPA Success Show

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


Listen Later

Title:

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

Quote:

"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

Summary:

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.

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:

● Summit Virtual CFO by Anders website: https://www.summitcpa.net/

● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com

● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/

● Take Chantal's StandOut Strategies test: https://appletreeuk.com/take-the-test/

● Check out Chantal's book "StandOut Strategies" : https://appletreeuk.com/products/stand-out-strategies/

Timestamps:

Welcome to the Modern CPA Success Show (00:00:00)

Introduction to the podcast's mission and focus on innovative insights for accounting firms.

Introduction of Guest (00:00:22)

Tom introduces Chantal Cornelius, highlighting her unique emotional approach to marketing strategies.

Chantal’s Background (00:01:17)

Chantal shares her unexpected journey from animal agriculture to founding a marketing business.

Release of "Stand Out Strategies" (00:04:10)

Discussion on Chantal's upcoming book, "Stand Out Strategies," set to be printed soon.

Definition of Standout Strategies (00:04:31)

Chantal explains the concept of standout strategies and their importance in crowded marketplaces.

Five Standout Strategies Overview (00:06:38)

Chantal outlines five key strategies for businesses to differentiate themselves emotionally.

The Strategy of Certainty (00:07:55)

Clients desire a sense of safety and reliability from their service providers.

The Strategy of Connection (00:08:39)

View all episodesView all episodes
Download on the App Store

The Modern CPA Success ShowBy Summit Virtual CFO by Anders

  • 5
  • 5
  • 5
  • 5
  • 5

5

9 ratings


More shows like The Modern CPA Success Show

View all
Accounting Best Practices with Steve Bragg by Steve Bragg

Accounting Best Practices with Steve Bragg

260 Listeners

Accountant's Flight Plan by Brannon Poe; Poe Group Advisors

Accountant's Flight Plan

9 Listeners

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals by Jetpack Workflow

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

76 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

270 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

453 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

245 Listeners

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals by Michelle Weinstein  - The Pitch Queen, Sales Strategist

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

86 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

44 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

27 Listeners

Creative Agency Success Show by Summit Virtual CFO by Anders

Creative Agency Success Show

9 Listeners

The Unique CPA by Randy Crabtree, CPA

The Unique CPA

22 Listeners

Building the Premier Accounting Firm by Roger Knecht

Building the Premier Accounting Firm

14 Listeners

Earmark Podcast | Earn Free Accounting CPE by Blake Oliver, CPA

Earmark Podcast | Earn Free Accounting CPE

24 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

39 Listeners

The Young CPA Success Show by Hannah Hood, Joey Kinney, Summit Virtual CFO by Anders

The Young CPA Success Show

4 Listeners