This week on Accountable, Biz Development and Marketing Considerations
Starting a new business is overwhelming! There are so many things to think about! In the last episode of Accountable, we talked about how to get setup from an accounting, compliance, and regulatory perspective. However, what about marketing? What about getting new clients? I know what you are thinking…. I am not a marketing person! When you are in business for yourself though, you have to be a marketing person! There is no one else! So what do you do? In this episode of Accountable, Dave talks about how a non-marketing person can develop relationships and build a client base. It is marketing and business development for financial professionals! This week on Accountable!
AICPA Go Beyond Disruption Podcast (Dave was on episodes 167, 168, and 172): https://www.aicpa-cima.com/disruption.html
Do you live in a non-NASBA state? If so, you may be able to get CPE for this podcast!
David is SCACPA’s advisor and speaker on Business and Industry topics. Join us often as he chats with today’s business leaders. Visit and “Like” the new David Peters Financial Facebook page. Also follow us on twitter @DavidPFinancial.
You can reach David at david@davidpetersfinancial.com with your questions and comments.
You can also watch today’s interview on the David Peters Financial YouTube channel.
Rate and review the podcast on iTunes: https://podcasts.apple.com/us/podcast/accountable/id1529669073
Visit him at David Peters Financial Group.
Previous Installments
May 24: Finding Your Path in the CPA Profession, With Mark Goldman, CPA
May 10: Reworking Your Content Strategy for a Virtual Future, With Linda Newsom-McCurdy
June 7: Forming Better Auditor/CFO Relationships, With Will Hill
July 5: How CFOs can build more cost-effective benefits packages, with Steve Watson, CPA
August 17: Hiring During the Great Resignation, with TalentSource360 Managing Partner Corey Edmonds
August 30: Mental Wellness in the Workplace, with Nikissia Craig, LCSW, CCTP
October 25: How You Can Leverage Today’s Virtual Environment for Your Firm, with Chris Hervochon, CPA, CVA
November 9: How You Can Start-Up Your Start-Up, with Advance CPE CEO John Larkin
December 6: How CPAs Can Avoid Burnout, with Frank Castillo, CPA
January 17: Bringing Students Back to the Accounting Field, with Dr. Scott Dell, CPA
January 31: Is Remote Work Here to Stay? with Clare Levison, CPA
February 28: How Remote Work is Affecting Taxation, with Frances Ellington, CPA
August 29: Form 8300 Reporting
September 15: Accountable Podcast: Why do I need cyber liability insurance?
October 3: Accountable Podcast: New Business Considerations
*Required Disclosures*
Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor. Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.
David Peters Financial
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