We help bookkeepers find clients, make more money and build businesses they love. Join our free community for bookkeepers and accountants. The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of th ...
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Mike Michalowicz
A show dedicated to accountants and bookkeepers who are looking to grow their practice. We deep dive into both the theory and the exact steps you need to grow your practice in the way you always dreamed. You will learn marketing, sales, hiring, management, pricing... everything it takes to scale a practice. The one thing we don’t talk about are accounting skills. You already have those. What we do is give you business skills.
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Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
Alyssa Lang
Conquering Workflows & Systems with Alyssa Lang, aka the Workflow Queen, is a show dedicated to bookkeepers and accountants who want to use tech, automation, workflows and systems into their firm so they can scale. We will help guide you on the best tools, softwares and systems that bookkeepers and accountants can use to help you run your firm on autopilot. Our goal is to help you to scale bigger, hirer better and breakthrough to the next level! Conquering Workflows & Systems with the Workfl ...
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jetpack Workflow
Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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Discover 5 Ways to Increase Profit and Cash-flow for your Small Business without having to save and pinch pennies.
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Amy Baltimore: How I Implemented Profit First, Pumpkin Plan, and Clockwork
27:38
27:38
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27:38
Show Summary In today's episode of the Grow My Accounting Practice podcast, we're thrilled to welcome Amy Baltimore, a seasoned accountant who has revolutionized her financial landscape through disciplined strategies. Amy shares her transformative journey from facing annual losses of tens of thousands of dollars to generating over $300,000 in incom…
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3 Things Holding Back the Accounting Industry w/Seth Fineberg
37:37
37:37
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37:37
Today's guest, Seth Fineberg, a veteran in the accounting industry and founder of Accountants Forward, shares insights on how firm leaders can lead by example to move the profession forward. He discusses his career journey and current services, emphasizing the importance of instituting positive practices in the industry. Tune in to learn from Seth'…
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Stress Relief Techniques & Mindful Movement for Business Owners with Nicole Staples
37:04
37:04
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37:04
Alyssa Lang interviews Nicole Staples, Owner and Founder of Nicole Staples Yoga, on all things yoga, movement, breath control and so much me specifically tailored for entrepreneurs like you. Alyssa and Nicole deep dive into creating more control and less stress, creating a team space that encourages movement and connection and so much more! In this…
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Episode 284: How to deal with UNCERTAINTY - Sam Conniff
35:45
35:45
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35:45
This week on The Bookkeepers' Podcast, we spoke to Sam Conniff, author of Be More Pirate and Creator of Uncertainty Experts. Sam is an expert in uncertainty and dedicated to helping people navigate change and turn fear into opportunity. Sam’s mission is to equip people with the tools needed to not just thrive in an uncertain society, but to drive i…
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Christian Brim: Profit First for Creatives
27:25
27:25
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27:25
Show Summary In today’s episode of the Grow My Accounting Practice Podcast, we’re thrilled to welcome Christian Brim, a Profit First Professional and the distinguished author of "Profit First for Creatives." Christian dedicates his career to helping small business owners achieve financial stability and growth through innovative accounting strategie…
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7 Accounting Firm Acquisitions in Nine Years w/ Cory Gayman, CPA
31:31
31:31
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31:31
On this episode of Growing Your Firm, host David Cristello welcomes Cory Gayman, CPA, the CEO/CFO/Founder of JCG Tax & Advisory Firm. Cory shares insights on establishing common ground with entrepreneurs, addressing the accounting talent shortage, improving accounting efficiencies, and navigating the world of virtual firms. Tune in for valuable tip…
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Identifying Team Issues and Making Strategic Changes for Success
29:08
29:08
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29:08
In this solo episode, Alyssa Lang answers a question that was submitted by one of our Instagram followers who asked, “How do you decide when and how to make changes in your team when things aren’t working out?” and that is exactly what is covered in this episode. In this episode you’ll hear: How to identify when things are not working out with a te…
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Episode 283: How To Build Confidence And Speak Up
34:02
34:02
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34:02
Today on The Bookkeepers' Podcast, Jo and Zoe will be be joined Meera Shah.Meera comes from a very high level banking background, running Finance, Technology and Business change Programmes and Projects. She is a qualified accountant, and got into the world of change by running finance projects.Meera was born and brought up in Kenya, and when she wa…
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Venus Michael: Profit First for Photographers
35:14
35:14
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35:14
Show Summary In today's episode of the Grow My Accounting Practice Podcast, we are thrilled to have Venus Michael as our guest. Venus is the author of "Profit First for Photographers," a groundbreaking book designed to help photographers escape the cycle of entrepreneurial poverty and achieve financial clarity. She shares insights into common finan…
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Episode 282: Sinnergy and Bots
41:05
41:05
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41:05
In this session, we spoke to Kanayo of Sinnergy about how bots can help bookkeepers leverage their time. Watch the replay here. Register to join the sessions live, here: Bookkeepersevents.com ----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. …
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Episode 281: How I'm Building Your Practice With Nic Lonsdale, Ginger Bucks
49:15
49:15
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49:15
In this session, we're speaking to Nic Lonsdale about building her bookkeeping practice, Ginger Bucks. ----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whethe…
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Episode 280: AI for Non Techies with Heather Murray
41:31
41:31
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41:31
How bookkeepers can use AI in their practices for their clients and for business management. ----------------------------------------------- Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- About us We help bookkeepers find clients, make more money and build…
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Episode 279: Deb Halliday on using a Bot in her practice
40:49
40:49
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40:49
Join us for this conversation with Deb Halliday about how she's using a bot in her practice to add more value to her clients. ----------------------------------------------- Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- About us We help bookkeepers find c…
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Episode 278: Building a bot with Emma James
42:07
42:07
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42:07
In this podcast we discussed how to utilise a bot in your business to leverage your time, increase efficiency and create more time to support your clients. Emma James is building Otto to use in her practice. Join the waitlist here: otto.app ----------------------------------------------- Find out your next step in bookkeeping. Free calls and books.…
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Episode 277: AI Survival Skills for Bookkeepers
40:34
40:34
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40:34
Join us for this session with Chantelle Davison and Tom Stanhope to discuss how we can prepare for a future with more AI. ----------------------------------------------- Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- About us We help bookkeepers find clien…
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Chad T. Jenkins: Transforming Traditional Businesses into Lucrative Ventures
29:28
29:28
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29:28
Show Summary In today's episode of the Grow My Accounting Practice podcast, we have the pleasure of hosting Chad T. Jenkins, a lifelong entrepreneur and visionary known for reshaping businesses to deliver remarkable returns. Chad introduces his innovative FILM methodology, which stands for Friction, Identification, Leverage, and Market. He coaches …
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Moving from Local to National, Designing Culture for Working Moms, Acquisition Offers w/Katie Lilly
22:54
22:54
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22:54
In this episode of the Growing Your Firm Podcast, host David Cristello welcomes back Katie Lilly of Lillyfield Accounting Solutions. Katie discusses the transformative changes her firm has undergone since her last appearance on the show, pre-COVID. She shares insights on her firm's transition from serving primarily local clients to expanding region…
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How to Create an Aligned Business and Life with Ashley Strong Smith
49:37
49:37
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49:37
Alyssa Lang interviews Ashley Strong Smith, Intentional Living Coach, Author + Host of Living an Intentional Life Podcast. Alyssa and Ashley dive deep into how to align with yourself, your business and your friends and family without burning out and how to live an intentional life. In this episode you’ll hear: How to align with what you want in bus…
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Scott Whitaker: Transforming Clients into Members for Business Retention and Growth
41:59
41:59
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41:59
Show Summary In today's episode of the Grow My Accounting Practice podcast, we welcome Scott Whitaker, Founder of Membership Multipliers, to discuss the art of transforming clients into members for enhanced business retention and growth. Scott brings his expertise in helping coaches and membership businesses scale their offerings, generating substa…
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Handling Past Due Books: Setting Expectations, Additional Pricing, and Client Communication
25:16
25:16
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25:16
In this solo episode, Alyssa Lang covers a question that was submitted by @vautourgroupllc_accounting on our Instagram account. The question they submitted was, “How do you handle the process to later catch up past months books once you do get the information? What are the expectations, additional pricing and do you resend the financial statements?…
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Kristen Ricupero: How Your Mindset Plays a Critical Influence to Your Business Growth
33:03
33:03
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33:03
Show Summary In today's episode of the Grow My Accounting Practice podcast, we are joined by Kristen Ricupero, a seasoned business and personal financial coach. Kristen delves into the critical role mindset plays in business growth. With her extensive experience in helping small business owners and entrepreneurs, Kristen shares how your mind can ei…
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Building Diverse Accounting Teams, Vaca's During Tax Season, & More w/ Nayo Carter-Gray
31:54
31:54
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31:54
On this episode of Growing Your Firm, host David Cristello welcomes back Nayo Carter-Gray, owner of 1st Step Accounting. Nayo, an enrolled agent and Advanced Certified QuickBooks Online Pro Advisor, is known for making accounting less taxing. The conversation also covers the importance of diversity and inclusion in various aspects of business, sett…
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Essential Hiring Compliance Questions Answered by HR Expert Matt Tipton
53:11
53:11
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53:11
Alyssa Lang interviews Matt Tipton, Owner and Founder of WhyHR, an HR firm that focuses on partnering with business owners to assist them in navigating the unknown of having employees. They talk through HR rules and compliance, employees vs contractors, how to decide between hourly or salary roles and so much more. In this episode you’ll hear: Why …
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Seth Fineberg: Revolutionizing Accounting: Essential Changes for Progress
36:00
36:00
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36:00
Show Summary In today's episode of the Grow My Accounting Practice Podcast, we are excited to welcome Seth Fineberg, an esteemed accounting industry consultant and content strategist, to discuss "Revolutionizing Accounting: Essential Changes for Progress." With over three decades of experience in journalism and content creation, Seth brings a wealt…
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Hitting $800K in Year 1, Building Culture, and more w/ Randy Crabtree
29:50
29:50
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29:50
In this episode of Growing Your Firm, host David Cristello interviews Randy Crabtree, a top influencer in the accounting industry. Randy, co-founder of Tri-Merit, discusses R&D, tax credits, and cost segregation, sharing insights on the success of his firm. Tune in for a valuable conversation on creating a culture of value and importance in the wor…
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Real Truth Behind Navigating Burnout, Hiring, and Vacation Prep
46:54
46:54
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46:54
In this solo episode, Alyssa Lang covers what the reality looks like when you are back in the trenches of “doing the work,” preparation for a three week vacation, rapid hiring team members and recognizing when it’s time to reach out for help. In this episode you’ll hear: How to handle business’s ups and downs and adjust to change What it is like to…
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Kiné Corder: Mastering Money, Emotions, and Mentality for Advisors
32:06
32:06
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32:06
Show Summary In today's episode of the Grow My Accounting Practice podcast, we welcome Kiné Corder, the leading National Certified Counselor specializing in Performance Financial Hypnotherapy. Kiné delves into the reasons why clients often get stuck or lose focus on their financial goals. She explains that emotional factors and deep-seated money be…
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Eliminating Your Way to Growth, Packaging Services, & Pivoting Towards Success w/ Jessica Zoraida
26:24
26:24
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26:24
In this episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Jessica Zoraida, a Latina entrepreneur and CEO of Big Picture Results. Jessica shares her journey of being self-taught, launching her firm, and navigating various pivots and transitions. Big Picture Results is an accounting and tax company dedi…
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How to Ask for Help in Balancing Your Bookkeeping Business & Personal Life with Shatoria Smith
55:56
55:56
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55:56
Alyssa Lang interviews Shatoria Smith, Owner and Founder of SLSmith Virtual Solutions, about all things balancing business, work and getting her CPA and the journey she’s experienced along the way. In this episode you’ll hear: How she is balancing sitting for her CPA exam, running her business and working full time How to ask for support from frien…
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Brandy Derrick: The Journey to an Award-Winning Virtual Bookkeeping Firm
31:06
31:06
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31:06
Show Summary In today’s episode of the Grow My Accounting Practice Podcast, we welcome Brandy Derrick, a Certified Digital Bookkeeper and the owner of Legal Ease Bookkeeping. Brandy shares her insights on the concept of Masterminds, explaining what they are and how they can be a powerful tool for professional growth. A Mastermind is essentially a g…
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Episode 276: Learn how to earn more and work less
34:39
34:39
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34:39
This week on the Bookkeepers Podcast, Jo Wood and Zoe Whitman speak with Natasha Britton about earning more while working less. Natasha, who transitioned from the beauty industry to online business mentoring, shares her insights and experiences. Together, they explore strategies for optimizing business practices to increase revenue and reduce workl…
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Overcoming Impostor Syndrome: Tips for Conquering Doubt in Your Business Journey
26:35
26:35
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26:35
In this solo episode, Alyssa Lang covers what it is like to deal with imposter syndrome when it comes to your business and how to navigate it as your business grows and changes. In this episode you’ll hear: What imposter syndrome is and how it sneaks up on you How to remind yourself that you are not an imposter How to lean on support to get through…
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Marcel Petitpas: How To Measure and Improve Financial Profitability
33:31
33:31
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33:31
Show Summary In today's episode of the Grow My Accounting Practice Podcast, we are joined by Marcel Petitpas, CEO & Co-Founder of Parakeeto, and head strategic coach at SaaS Academy by Dan Martell. Marcel brings a wealth of knowledge and expertise in helping agencies measure and improve their profitability through streamlined operations and reporti…
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CAS vs. CAAS vs. Profit First w/ Ron Saharyan
27:52
27:52
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27:52
On this episode of Growing Your Firm, host David Cristello welcomes back Ron Saharyan, co-founder of Profit First Professionals. They explore the concept of value pricing and its importance in pricing services based on the value provided. The conversation delves into various topics, with a promise of exciting announcements between Jetpack and Profi…
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How to Navigate New Hires, Trainings, and Different Learning Styles with Megan Dziewicki
48:42
48:42
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48:42
Alyssa Lang interviews Megan Dziewicki, Owner and Founder of CLEAN Bookkeeping, about navigating health issues and running a business by hiring the right people to support you when you need them most in your bookkeeping In this episode you’ll hear: How to navigate health issues with managing your business What it’s like to be at a point in business…
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Episode 275: What Bookkeepers Need To Know About Accountex
34:03
34:03
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34:03
This week on The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are speaking to Caroline Hobden, the portfolio director of Accountex, about the upcoming Accountex event in London. They discuss the significance of the event for bookkeepers, the exciting features attendees can look forward to, and tips on how to make the most of the experience.Key Dis…
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Geraldine Carter: How CPAs Can Get Down to 40 Hours
30:20
30:20
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30:20
Show Summary In this episode, Geraldine Carter, an expert coach for CPAs, shares six common characteristics of successful clients. Firstly, they prioritize creating value for their services, ensuring profitability and client satisfaction. They also excel at pricing effectively, delivering services efficiently, and maintaining a clear mindset. Addit…
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Episode 274: How To Get Started With Networking
30:48
30:48
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30:48
Jo and Zoe will be joined by Chris Rabbitt and Simon Glenn from Meeow to talk about how you can get started with networkingDe către The 6 Figure Bookkeeper
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Billie Anne Grigg: Insider Access Look on Profit First Professionals
34:28
34:28
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34:28
Show Summary In today's episode of the Grow My Accounting Practice Podcast, we were thrilled to welcome Billie Anne Grigg, Lead Technical Guide at Profit First Professionals. Billie Anne's journey with Profit First began as a business owner utilizing Profit First services before joining the team. Her dedication and impact have been instrumental in …
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Unlocking the Secrets of Advisory, Niching Down, and Communication w/ Geni Whitehouse
28:44
28:44
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28:44
In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello welcomes back Geni Whitehouse, founder of The Impactful Advisor and Information Technology Alliance (ITA) president, who specializes in the wine industry. Geni, also known as the Countess of Communication and author of "How to Make a Boring Subject Intere…
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Epsiode 269: How To Succeed As An Introvert Business Owner
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40:37
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40:37
In our latest podcast episode, we discuss being an introverted business owner with Fifi Mason, a personal brand and visibility coach who's mastered the art of balancing introversion with business. Fifi, an introvert at heart, is passionate about helping fellow introverted coaches and impact-makers navigate the visibility landscape while staying tru…
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