Best High Value Client Acquisition Podcasts (2024)

1
Catherine Allison: Teach Yourself to Present 1:20:44

1h ago1:20:44

1:20:44

Discussing the findings of a massive survey of creative agencies and their clients, actor, coach and business presentation guru Catherine Allison gives advice on how to make business presentations, talks, seminars and online meetings fun, engaging, entertaining and most of all, memorable. Catherine uses her extensive career in the spotlight to help…

1
Rewind : The CFO's Playbook: Mastering High Ticket Client Acquisition w/ Alyssa J Dillon 45:17

3h ago45:17

45:17

Join us as we revisit this conversation from 2023! Welcome to "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, we have the privilege of sitting down with Alyssa Dillon, a highly experienced financial professional with nearly 15 years of expertise. Get ready for an enlightening conversation as Alyssa shares her r…

1
How AI is Transforming Content Creation, Marketing, and Sales PART 1 33:21

6h ago33:21

33:21

Shoot Us A Message! Welcome to another exciting episode of The Insurance Dudes! We're thrilled to delve into the transformative world of AI and automation with industry expert Justin Brock. Joining hosts Craig Pretzinger and Jason Feltman, Justin highlights how AI is revolutionizing business operations, scaling productivity to infinite heights, and…

1
Balance Beyond Business: Dr. Sabrina Starling’s Blueprint for True Work/Life Balance 39:39

1d ago39:39

39:39

Welcome to another enlightening episode of Building the Premier Accounting Firm with Roger Knecht. Today, Roger welcomes Dr. Sabrina Starling, a renowned business psychologist and author. Dr. Starling and Roger delve into critical topics affecting accounting businesses, such as marketing, pricing, and staffing. Plus, Dr. Starling discusses her advo…

1
This Week on BPAF : Dr. Sabrina Starling 0:39

3d ago0:39

0:39

Join us this Wednesday for a new episode where Roger discusses 25 hour work weeks and 4 week vacations with Dr. Sabrina StarlingBy Roger Knecht - Universal Accounting Center

1
Rewind : Navigating the Heart-Led Path: Troy Ballard's Expertise in Serving Purpose-Driven Businesses 48:29

5d ago48:29

48:29

Join us as we revisit this conversation from 2023! Welcome to "Building the Premier Accounting Firm" with your host Roger Knecht. In this episode, Roger sits down with Troy Ballard, a highly experienced and certified professional bookkeeper and Accountapreneur with over three decades of experience in the field of bookkeeping. Tune in as they delve …

1
Effective Networking for Introverts w/ Matthew Pollard 42:05

8d ago42:05

42:05

In this episode, Universal Accounting Center President Roger Knecht dives deep into the world of accounting and bookkeeping with Matthew Pollard, a renowned expert in rapid business growth. Pollard shares his wisdom on how to transform an accounting firm into a premier establishment by leveraging motivation, goal-setting, and strategic differentiat…

1
How You Can Spend More To Acquire Insurance Clients | Insurance Agency Playbook 10:23

9d ago10:23

10:23

Shoot Us A Message! In today's riveting episode of The Insurance Dudes, Craig Pretzinger and Jason Feltman dive deep into the often overlooked but crucial aspect of retention in the insurance business. Join us as Craig reminisces about his almost-cancelled 2019 Christmas trip to Kauai and how a key realization about lifetime value (LTV) of clients …

1
This Week on BPAF : Matthew Pollard 0:51

10d ago0:51

0:51

Join us this Wednesday for a new episode where Roger discusses sales systems for introverts with Matthew PollardBy Roger Knecht - Universal Accounting Center

1
Rewind : Embracing the Profit-First Philosophy w/ Liz Szporn 49:56

13d ago49:56

49:56

Join us as we revisit this conversation from 2023! Welcome to another episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this insightful episode, Roger sits down with Elizabeth Szporn, a seasoned guide at Profit First Professionals. As an expert in transforming accounting, bookkeeping, and coaching firms, Elizabeth b…

1
8 Prompt Steps for 10x Better ChatGPT Answers | Insurance Agency Playbook 13:46

14d ago13:46

13:46

Shoot Us A Message! Welcome to The Insurance Dudes! Today, host Craig Pretzinger brings you an essential guide to navigating the AI revolution in the insurance industry. If you're a P&C or life insurance agent, this episode is a must-listen. Craig dives deep into the art and science of crafting effective prompts for AI tools like ChatGPT, detailing…

1
Paul Feldwick: The Pedlar's Song 1:43:54

15d ago1:43:54

1:43:54

The undeniable link between advertising and entertainment explained by Paul Feldwick, the author of ‘Why Does the Pedlar Sing?’ Paul’s investigation into this subject began a few years ago when he worked in senior planning roles in some of the world’s biggest advertising agencies. As our focus on metrics and data increases, it seems our understandi…

1
Mindset, Delegation, and Growth w/ Laurent Notin 46:34

16d ago46:34

46:34

Welcome to Building the Premier Accounting Firm with Roger Knecht, where we delve into the essential elements of overcoming business obstacles with Laurent Notin, a dedicated business coach who specializes in guiding entrepreneurs through their journey. Laurent highlights the crucial role of a supportive entrepreneurial environment and the mental r…

1
ChatGPT Determines Your Insurance Career? 10:16

16d ago10:16

10:16

Shoot Us A Message! Welcome back to another riveting episode of The Insurance Dudes! Today, it's just Craig Pretzinger flying solo while Jason Feldman is off on a top-secret mission. Craig dives deep into the ever-evolving world of Language Learning Models (LLMs) like ChatGPT, emphasizing their critical role in staying competitive and relevant in t…

1
This Week on BPAF : Laurent Notin 0:35

18d ago0:35

0:35

Join us this Wednesday for a new episode where Roger discusses entrepreneurship and mental fitness with Laurent Notin.By Roger Knecht - Universal Accounting Cente

1
Rewind : Unleashing the Power of Digital Marketing: Insights from Christian Jones, President of TaxProMarketer 51:37

20d ago51:37

51:37

Join us as we revisit this conversation from 2023! Welcome to "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger sits down with Christian Jones, the President of TaxProMarketer, a leading company specializing in digital marketing for accountants and tax practitioners. Together, they delve into a wide range o…

1
AI Takeover? Will You Be Blockbuster or Netflix? 20:58

21d ago20:58

20:58

Shoot Us A Message! Welcome back to another exciting episode of The Insurance Dudes! Today, we're diving into a critical conversation on the AI takeover and what this means for your insurance agency. Are you going to be a Blockbuster or a Netflix in the evolving landscape of AI? Join your host, Craig Pretzinger, as he shares a compelling story of a…

1
Revolutionary Remote-first Strategies w/ Jason Snider 43:52

23d ago43:52

43:52

Welcome to another insightful episode of “Building the Premier Accounting Firm,” where we delve into the transformative journey of Jason Snyder, the pioneering mind behind Aspire Advisors and Summa Ecommerce Advisors. Today, Jason shares his unique approach to modernizing accounting practices by emphasizing business advisory services and embracing …

1
This Week on BPAF : Jason Snider 0:27

25d ago0:27

0:27

Join us this Wednesday for a new episode where Roger discusses team building and remote work with Jason SniderBy Roger Knecht - Universal Accounting Center

1
Euan McMorrow: Sounds Profitable 1:25:12

25d ago1:25:12

1:25:12

Retail stores need to do everything they can to entertain and retain their walk-in customers, and on a wider basis, brands are fighting for an increasingly tougher share of their customers' attention. Sound is the new frontier of marketing and AVC Music specializes in matching brands to audio content. Managing Director Euan McMorrow is ex-radio ind…

1
Rewind : The Business of Selling Your Business: Essential Strategies for Success w/ Jessica Fialkovich 43:57

27d ago43:57

43:57

Join us as we revisit this conversation from 2023! Get ready for a must-listen episode of "Building the Premier Accounting Firm" with your host Roger Knecht, as he sits down with Jessica Fialkovich, business exit expert, small business advocate, entrepreneur and podcast host. Together, they explore everything you need to know about preparing your b…

1
Transforming Your LinkedIn into a Client-Generating Powerhouse w/ John Nemo 1:00:46

1M ago1:00:46

1:00:46

In this insightful episode of Building the Premier Accounting Firm, host Roger Knetch welcomes John Nemo, a renowned LinkedIn expert, who shares his transformative journey from a corporate job to generating $135,000 in new business within just 90 days using LinkedIn. Nemo’s expertise offers invaluable guidance for accountants and entrepreneurs aimi…

1
Referrals Are the Gravy | Insurance Agency Playbook 12:39

30d ago12:39

12:39

Shoot Us A Message! Welcome back to another thrilling episode of The Insurance Dudes! Today we're joined by Craig, the word of mouth wizard Pretzinger, and Jason, the referral renegade Feltman. Buckle up as we dive deep into the dynamic world of referral marketing—a gold mine for boosting your agency’s growth that too many overlook. Referrals don't…

1
This Week on BPAF : John Nemo 0:35

1M ago0:35

0:35

Join us this Wednesday for a new episode where Roger discusses LinkedIn, lead generation and mindset with John Nemo.By Roger Knecht - Universal Accounting Center

1
Rewind : Becoming the Disruptive Accountant w/ Futurist Daniel Burrus 49:09

1M ago49:09

49:09

Join us as we revisit this conversation from 2023! Daniel Burrus is considered one of the World’s leading futurists on global trends and disruptive innovation who, over the past forty years, has established a worldwide reputation for his exceptional record of accurately predicting the future of technology-driven change and its direct impact on the …

1
Insure Tech Specs to Avoid Wrecks | Insurance Agency Playbook 13:59

1M ago13:59

13:59

Shoot Us A Message! Welcome back to another insightful episode of "The Insurance Dudes"! In This episode "Insure Tech Specs to Avoid Wrecks," we dive deep into the transformative world of technology in the insurance agency sphere. Jason Feltman, also known as "the Tech Titan," and Craig Pretzinger, the "Efficiency Emperor," discuss the crucial role…

1
From Landscapes to Ledger Lines: Max Emma’s Story of Entrepreneurial Triumph 45:54

1M ago45:54

45:54

Welcome to another inspiring episode of Building the Premier Accounting Firm with Roger Knecht. This week Roger explores the journey of Max Emma, a remarkable individual whose story is a testament to resilience, innovation, and the entrepreneurial spirit. Born in the former Soviet Union and now a successful entrepreneur in the United States, Max sh…

1
Crypto, Eggs, and UVP | Insurance Agency Playbook 10:05

1M ago10:05

10:05

Shoot Us A Message! Welcome to another illuminating episode of "The Insurance Dudes" podcast, where your hosts, Craig Pretzinger, the conversion king, and Jason Feltman, the prospecting pro, dive deep into the critical topic of crafting a unique value proposition (UVP) for your insurance agency. In this episode, we explore why a well-defined UVP is…

1
Adam Graham: The Power of Positive Thinking 1:02:03

1M ago1:02:03

1:02:03

When times get tough, companies always look to the sales team to help them out. The new business role in agencies is one of the most underfunded and yet entirely necessary responsibilities in creativeland. Adam Graham is one of the people who agencies turn to when they need help with their company's growth. He's got years of experience helping crea…

1
Rewind : The Dos and Don'ts of Buying and Selling Businesses w/ Brannon Poe 48:36

1M ago48:36

48:36

Join us as we revisit this conversation from 2023! Welcome to 'Building the Premier Accounting Firm' podcast with your host Roger Knecht. In this episode, Roger chats with Brannon Poe, an accomplished accountant, and entrepreneur with over 20 years of experience in the industry. Brannon takes us on his journey, sharing what drew him to accounting, …

1
Scaling Your Agency with Intention and Purpose | Insurance Agency Playbook 8:26

1M ago8:26

8:26

Shoot Us A Message! Welcome back to The Insurance Dudes for another episode! The hosts of today's episode, "Scaling Your Agency with Intention and Purpose," Jason Feltman and Craig Pretzinger, will walk you through the crucial tactics for effectively expanding your insurance agency without compromising your basic principles or overworking your staf…

1
From Rocket Science to Financial Frontiers: Ben Risser’s Journey as a Visionary CFO 43:34

1M ago43:34

43:34

Welcome to another enlightening episode of Building the Premier Accounting Firm with Roger Knecht, the podcast for owners of accounting businesses and accounting professionals. Today, Ben Risser, the visionary behind Provident Financial Services, joins Roger to share his unique path from aerospace engineering to becoming a highly sought-after fract…

1
This Week on BPAF : Ben Risser 0:43

2M ago0:43

0:43

Join us this Wednesday for a new episode where Roger discusses fractional CFO services with Ben Risser.By Roger Knecht - Universal Accounting Center

1
Rewind : Growing Your Accounting Firm: Insights from Entrepreneur Natalia Zacharin 48:15

2M ago48:15

48:15

Join us as we revisit this conversation from 2023! In this episode, host Roger Knecht sits down with return guest Natalia Zacharin to discuss her journey to becoming an accountant and entrepreneur, and the secrets to her business's impressive growth. Natalia talks about acquiring an accounting firm, how she went about valuing its assets, the lesson…

1
The Blueprint for Successful Mergers and Strategic Exits w/ Craig Primo 1:29:18

2M ago1:29:18

1:29:18

Welcome to Building the Premier Accounting Firm with Roger Knecht. In this episode, Roger explores the multifaceted world of mergers and acquisitions with Craig Primo. Craig’s story of transition from corporate roles to entrepreneurship, drawing on his personal experiences and the lessons learned along the way. Here are the key themes and insights …

1
This Week on BPAF : Craig Primo 0:26

2M ago0:26

0:26

Join us this Wednesday for a new episode where Roger discusses successful mergers and strategic exits with Craig Primo.By Roger Knecht - Universal Accounting Center

1
David Meikle: Pitch Perfect 1:25:33

2M ago1:25:33

1:25:33

Some incredible agency management advice from David Meikle - former Director of Ogilvy London and Head of Ogilvy Russia. Alongside his role of advising some of the world’s biggest brands and agencies on their strategic marketing advice, he’s the author of two pivotal books –“ How to Buy a Gorilla" and “Tuning Up” which have been helping brands and …

1
Rewind : Positioning Your Accounting Firm for Success With a Winning Marketing Strategy w/ Matthew Banker 51:23

2M ago51:23

51:23

Join us as we revisit this conversation from 2023! In this episode of ‘Building the Premier Accounting Firm’, Roger sits down with entrepreneur and marketing strategist, Matthew Banker, to discuss all things related to digital marketing for accounting firms. Matthew breaks down the digital marketing system and what it means for your accounting firm…

1
Insurance Agency Problem Hacks | Insurance Agency Playbook 9:50

2M ago9:50

9:50

Shoot Us A Message! Welcome to another episode of "The Insurance Dudes," where today we'll be diving into the art of effective problem-solving within insurance agencies. Our guest, Jason Feltman, brings a wealth of experience to unpack strategies that not only streamline agency operations but also empower teams to tackle challenges head-on. Jason e…

1
How to Revolutionize Wellness in Accounting w/ Amy Vetter 42:22

2M ago42:22

42:22

In this insightful episode of Building the Premier Accounting Firm, we’re thrilled to welcome Amy Vetter, a remarkable figure who has seamlessly blended creative solutions to the forefront of the accounting industry. Amy shares her compelling journey from being an artist to becoming a Certified Public Accountant (CPA), her impactful roles at presti…

1
Let’s Fire An Insurance Agent | Insurance Agency Playbook 10:02

2M ago10:02

10:02

Shoot Us A Message! Discover the delicate balance of nurturing a thriving work environment while making the tough calls in our latest episode, where we venture into the art of firing with a heart. Uncomfortable as it may be, saying goodbye to a team member can be a necessary step towards preserving a robust agency culture. We walk you through the i…

1
This Week on BPAF : Amy Vetter 0:43

2M ago0:43

0:43

Join us this Wednesday for a new episode where Roger discusses mindfulness with Amy Vetter.By Roger Knecht - Universal Accounting Center

1
Rewind : Prioritizing Profit: Rocky Lalvani's Unique Accounting Formula for Business Success 45:41

2M ago45:41

45:41

Join us as we revisit this conversation from 2023! Get ready to take your accounting firm to new heights with the 'Building the Premier Accounting Firm' podcast! In this episode, your host Roger Knecht sits down with Rocky Lalvani, entrepreneur and profitability advisor, to discuss all things related to fractional CFO and advisory services. Rocky s…

1
Linking-In with Keith & Natasha: Agency Names 17:03

2M ago17:03

17:03

What's in a name? Does your agency's name influence its destiny? How important is getting your business's name right? It could mean all the difference between winning and losing. Keith and Natasha pour a coffee and muse this proposition with the help of Laura Bent, a co-Director at creative agency CITE, who relates her own personal experience of tr…

1
Activate Your Active Listening Activity | Insurance Agency Playbook 6:50

2M ago6:50

6:50

Shoot Us A Message! Are you truly listening or just hearing?👂 Welcome back to another episode with the listening guru Craig Pretzinger! On today's episode Craig talks teaches the techniques to master the powerful art of listening actively. Did you know that people usually retain only around 25% of what they hear? The other 75% of the information ju…

1
From Numbers to Narratives: Effective Communication for Elevated Accounting w/ Brenden Kumarasamy 47:03

2M ago47:03

47:03

In this enlightening episode of Building the Premier Accounting Firm, host Roger Knecht welcomes Brenden Kumarasamy, the mind behind MasterTalk, to delve into a critical yet often overlooked aspect of the accounting profession: the power of communication. Brendan, transitioning from an accounting background to a communication coaching expert, bring…

1
In-And-Out Burger, That's What P&C's All About! | Insurance Agency Playbook 13:23

2M ago13:23

13:23

Shoot Us A Message! The Insurance Dudes Weekly 5-Min Read Tips, Tricks, and Wizardry for Everything Your Agency Touches Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery. Subscribe Here Ready to Unearth the Goldmine of Internet Leads? Unlock th…

1
This Week on BPAF : Brenden Kumarasamy 0:35

2M ago0:35

0:35

Join us this Wednesday for a new episode where Roger discusses effective communication with Brenden Kumarasamy.By Roger Knecht - Universal Accounting Center

1
The Howard Gossage Show - with Steve Harrison & Dave Dye 1:25:37

2M ago1:25:37

1:25:37

Howard Gossage - often dubbed the "Socrates of San Francisco," revolutionised advertising in the 1950s and 60s with his unconventional and humanistic approach. So it took two equally unconventional and humanistic creatives - Steve Harrsion and Dave Dye, to write - no, craft - a book documenting some of the most captivating and exemplary pieces of G…

1
Rewind : Unlocking Your Business’ Potential with Brand Messaging & Brand Clarity w/ Jeffrey Shaw 55:35

2M ago55:35

55:35

Join us as we revisit this conversation from 2023! This week on the Building the Premier Accounting Firm podcast, Roger Knecht interviews entrepreneur, author and Key-note speaker Jeffrey Shaw. Jeffrey shares valuable insights on what it takes to make the mental shift to become an entrepreneur. He breaks down the lifestyle elements of the self-empl…

Podcasts Worth a Listen

High Value Client Acquisition Podcasts

Podcasts Worth a Listen

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