Knowledge is power, especially in our fast-paced industry, and staying ahead means being in tune with the most effective strategies and groundbreaking ideas. That's exactly why we're thrilled to roll out the red carpet for our latest project: the "Marketing for Tax Professionals" podcast, proudly presented by Refundo. This isn't just another podcast; it's your new ally in business growth. Each episode is packed with cutting-edge marketing strategies, insider tips, and real-world wisdom from ...
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Mastering LinkedIn for Tax Professionals: Strategies for B2B Success
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Welcome back to the Marketing for Tax Professionals Podcast! In this episode, we dive deep into the world of LinkedIn and how tax professionals can leverage this powerful platform for business acquisition, especially in the B2B space. What You'll Learn: The importance of optimizing your LinkedIn bio and profile picture. Crafting a compelling headli…
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How to Get Your First 100 Clients in Your Tax Pro Business
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Welcome back to the Marketing for Tax Professionals podcast! In this episode, we got you with the strategies for acquiring your first 100 clients in your tax pro business. This episode is packed with actionable tips and insights that you can start implementing right away. In This Episode, You'll Learn: - The different phases of tax season and how t…
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Educating Your Audience: Webinars, Blogs, and Online Courses for Tax Professionals
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Welcome back to another episode of the Marketing for Tax Professionals podcast! 🎙️ We dive deep into the importance of educating your audience and how to effectively use different types of content to do so. From webinars to blogs to online courses, we cover it all! Key Takeaways: Learn why educating your audience is crucial for building trust and t…
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Mastering Facebook Ad Campaigns for Tax Professionals
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In this episode, we dive deep into the technical aspects of setting up ad campaigns specifically designed to generate leads for tax professionals. Jesse, our marketing director, provides a step-by-step guide on how to create effective ad campaigns, focusing on the lead ad objective. Key Takeaways: Choosing the Right Objective: For beginners, start …
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From Facebook Groups to Local Meetups: Enhancing Your Tax Business Through Community
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Welcome back to the Marketing for Tax Professionals podcast! In this episode, Emely Roman and Jesse Arroyave dive into the importance of building a community presence both online and offline. They discuss the benefits of community engagement for tax professionals, focusing on strategies involving Facebook groups and local events. Join the conversat…
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Preparing for Tax Season: Strategies for Newsletters, Paid Ads, and Client Retention
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This video is sponsored by Sieben Cybersecurity: Refundo's new cybersecurity solution for tax professionals. For more info go here: https://refundo.com/sieben Welcome back to the Marketing for Tax Professionals podcast! In this episode, hosts Emely Roman and Jesse Arroyave dive into essential strategies to help you prepare for the upcoming tax seas…
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The Art of Cold Outreach: Effective Strategies for B2B Business Growth
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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.By Refundo
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The Tax Pro's Guide to Effective Paid Marketing Campaigns
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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 player…
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Maximizing Client Loyalty: Proven Retention Strategies for Tax Professionals
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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 lik…
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The Tax Pro's Guide to Branding: When and How to Focus on Your Image
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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 leve…
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Mastering Organic Marketing for Tax Professionals
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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 optimi…
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Maximizing Your Tax Business: Organic vs. Paid Marketing Strategies
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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 …
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Attracting Ideal Clients: Crafting Effective Lead Magnets for Tax Professionals
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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 an…
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Marketing for Tax Professionals Podcast - Trailer | Refundo
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🎙️ 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…
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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 succ…
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