Accountable

Biz Development and Marketing Considerations

November 02, 2022 David R Peters Season 1 Episode 4
Biz Development and Marketing Considerations
Accountable
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Accountable
Biz Development and Marketing Considerations
Nov 02, 2022 Season 1 Episode 4
David R Peters

Starting a new business is overwhelming!  There are so many things to think about!  In the last episode of Accountable, we talked about how to get setup from an accounting, compliance, and regulatory perspective.  However, what about marketing?  What about getting new clients?  I know what you are thinking….  I am not a marketing person!  When you are in business for yourself though, you have to be a marketing person!  There is no one else!  So what do you do?  In this episode of Accountable, Dave talks about how a non-marketing person can develop relationships and build a client base.  It is marketing and business development for financial professionals!  This week on Accountable!

AICPA Go Beyond Disruption Podcast (Dave was on episodes 167, 168, and 172): https://www.aicpa-cima.com/disruption.html

Do you live in a non-NASBA state?  If so, you may be able to get CPE for this podcast!

Looking for high-quality CPE?  See Dave's diverse catalog of courses at Peters Professional Education:  https://www.petersprofessionaleducation.com

Visit us at:  https://www.davidpetersfinancial.com/

Show Notes

Starting a new business is overwhelming!  There are so many things to think about!  In the last episode of Accountable, we talked about how to get setup from an accounting, compliance, and regulatory perspective.  However, what about marketing?  What about getting new clients?  I know what you are thinking….  I am not a marketing person!  When you are in business for yourself though, you have to be a marketing person!  There is no one else!  So what do you do?  In this episode of Accountable, Dave talks about how a non-marketing person can develop relationships and build a client base.  It is marketing and business development for financial professionals!  This week on Accountable!

AICPA Go Beyond Disruption Podcast (Dave was on episodes 167, 168, and 172): https://www.aicpa-cima.com/disruption.html

Do you live in a non-NASBA state?  If so, you may be able to get CPE for this podcast!

Looking for high-quality CPE?  See Dave's diverse catalog of courses at Peters Professional Education:  https://www.petersprofessionaleducation.com

Visit us at:  https://www.davidpetersfinancial.com/