Welcome back to our latest podcast episode, where we dive deep into the often misunderstood and underutilized strategy of cold outreach. Despite its reputation, we're here to debunk the myths and show you why cold outreach can be a game-changer for B2B businesses, especially for tax professionals ..read more

Welcome back to the Marketing for Tax Professionals podcast! We dive into the exciting world of paid marketing strategies for tax professionals. What We Discussed: Understanding Paid Advertising: We started by defining paid advertising and its importance for tax professionals, highlighting platforms like Facebook, Google, and LinkedIn as key players for showcasing services. Immediate Results: Jesse emphasized that paid marketing can bring immediate results compared to content creation or SEO, targeting specific audiences with tailored ads. Mindset and Expectations: We touched on the importanc ..read more

In this episode, we dive into effective client retention strategies for tax professionals, highlighting the importance of maintaining existing clients through personalized communication and leveraging technology for feedback and social proof. We explore unique B2C and B2B strategies, innovative loyalty programs, and the value of adding services like financial coaching. Join us as we discuss how regular updates, educational content, and community building can transform satisfied clients into advocates, ensuring a predictable revenue stream for your tax practice. Tune in for actionable insights ..read more

In this compelling episode of the Marketing for Tax Professionals podcast, Emely and Jesse dive into the transformative power of branding for tax experts. The conversation underscores branding as the essence of 'why' you provide your services, setting it apart from the 'how' of marketing. Through the inspiring journey of a tax professional who leveraged her mission to boost financial literacy, this episode offers a wealth of knowledge on building a brand that truly resonates with your audience. Whether you're at the start of your branding journey or looking to refine your existing brand, Emely ..read more

In the latest episode of the Marketing for Tax Professionals Podcast, hosts Emely Roman and Jesse Arroyave dive into effective organic marketing strategies for tax pros. They underscore the value of genuine engagement through diverse content creation and the importance of aligning this content with sales strategies. The discussion extends to optimizing social media presence, leveraging Facebook groups for community building, and the critical balance between offering free value and driving sales. The episode wraps up with insights on creating a comprehensive marketing ecosystem that integrates ..read more

In this episode, we dove deep into the strategies tax professionals can use to grow their business through both paid and organic marketing efforts. We discussed the importance of creating content that positions you as a thought leader, particularly emphasizing the power of video content in building trust and showcasing expertise. Organic Marketing Sweat Equity: We highlighted the value of organic marketing as a way to establish credibility and connect with your audience. This includes creating videos, infographics, and following a content calendar. Video Content: We stressed the importance of ..read more

In this episode of "The Marketing for Tax Professionals Podcast" by Refundo, Emely and Jesse dive into the power of lead magnets for tax businesses. We explore creating targeted resources, like tax write-off guides, to attract clients, highlighting the shift from traditional referrals to strategic lead generation. Learn about effective placement and the importance of tracking performance. Tune in for key strategies and join our Facebook group for more insights. ??️? Hop on over to www.refundo.com to learn more about the podcast and the amazing tax pro solutions Refundo has to offer.  Join ..read more

?️ Welcome to the official trailer of our brand new podcast: Marketing for Tax Professionals! Join your hosts, Emely Roman and Jesse Arroyave, as they delve into the world of tax professional marketing. With a wealth of experience in content strategy, growth, and digital marketing, Emely and Jesse are here to share valuable insights, resources, and guides tailored specifically for tax pros. ? What to Expect: Strategies to overcome marketing challenges faced by tax professionals Tips on transitioning from traditional word-of-mouth to digital marketing Actionable advice on website and social med ..read more

Get ready for a blast on the Marketing for Tax Professionals podcast! This episode is all about the magic of niche marketing. Ditch the generic approach and learn how to captivate specific groups like dentists with bespoke content. We debunk the myth that niching down limits your audience, instead, it supercharges your marketing strategy. Hear success stories, learn how to find your perfect niche, and become a guru in your field. Tune in for tips, join our Facebook group, and let's turn tax marketing into an exhilarating journey of growth and style! ?? Visit www.refundo.com for more informatio ..read more