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017: A Powerful Way to Build Relationships with CPAs - Liz Briggson
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Liz Briggson is the Director of Education and partnerships at Encoursa. Encoursa is an industry-leading online learning platform designed for CPAs and the companies who serve them. They specialize in demand generation webinars designed to enhance your content marketing strategy and are a NASBA-approved sponsor of continuing professional education (CPE) credit for CPAs.
Episode Sponsor:
More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn.
What you’ll learn from this episode:
- How Liz transitioned from working in corporate finance to starting her own business
- How a financial advisor can successfully build relationships with CPAs that are based on trust
- Why creating a program that allows CPAs to earn continuing education credit is an important element to consider
- How to monetize in a way that's natural and leads to both the short term and longer-term outcomes that you seek
- How it’s important to think more about defining a niche based on something you're passionate about instead of geography
- How Liz partnered with The Due Diligence Project to create a very successful virtual summit with a 60-70% show-up rate
Resources Discussed:
The Due Diligence Project
https://encoursa.com/present-with-us
Connect with Liz Briggson:
Website: https://encoursa.com/
LinkedIn: https://www.linkedin.com/in/lizbriggsoncpa/
Email: liz@enoursa.com
Claim your free audiobook copy at: www.theshortbookformula.com
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