Become the most trusted advisors not just analysts of past financial dynamics, should be the drive force behind any CPA’s marketing plan. Also, marketing more to best clients than possible new clients is a way to become the firm of the future.
Commercial-Free Podcasts:
- Innovative Ways to Fund Nonprofits
- Bankable Lending Options with Ethan Senturia and Sean Puckett
- The Sanford Harmony Program: New Strategies in Building Better Relationships Starting in Pre-K through 6th Grade
- The Winds of Purpose with Jake Ducey and “San Diego’s Anchorman” Jack White
- Business Legacy Mentoring and Collaboration
- The Energy of Success with Erik Swanson
- Forward Thinking in Leadership with Donald Green
- UBS Advisor Drew Freides Is Named as a “Top 1,000 Financial Advisor” by Barron’s
- George Takei and the Producers of the Play, “Allegiance: A New American Musical”
- Richard Muscio, CPA, Presents at The Secret Knock
- Honoring Theodor Geisel, Dr. Seuss at the La Valencia Hotel in La Jolla
- San Diego Bankers Dan Yates, Steven Sefton and Sean Puckett Join the Show for the Second Part of Our Sunday Double-Header
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