Accountants Are Sexy, Change My Mind‪.‬ Capt Kelli Doorne-Millott

Summary

I have been chatting with Marcus Batson from Swoop this week, which has been eye-opening. Marcus drives home how crucial it is for accountants like me to offer funding and savings solutions that align with client's needs. He stresses the importance of getting to know our clients deeply so we can provide proactive advisory services that truly make a difference.

Marcus's advice about focusing on specific client personas and addressing their unique challenges resonates with me as a marketer. He encourages us to ask personal questions empathetically, helping us uncover exactly what our clients require. Music to my ears!

Of course, we naturally move on to marketing and sales strategies within accounting firms; Marcus highlights the significance of building strong client relationships and leveraging our team's expertise and the potential resistance from team members towards sales and marketing activities and the need to adapt to different generations' values.

So much covered in so little time. 

Takeaways


Understand clients' goals and challenges to provide proactive advisory servicesNiche down to specific client personas and focus on solving their unique problemsAsk personal questions in an empathetic and non-intrusive way to uncover clients' needsOutsource non-value-added tasks to save time and focus on value-added servicesUse visual tools to effectively communicate financial information Building relationships with clients and leveraging the team's expertise can have a significant impact on accounting firms.Adapting to the values of different generations is crucial in engaging team members in marketing activities.Understanding client segments and their needs is essential for providing value and retaining clients.Embedding new services into existing processes can enhance client satisfaction and increase revenue.Ethical considerations should be taken into account when offering referral rewards.Accountants have untapped potential to make a significant impact in their profession.
Chapters

00:00 Introduction and Background
04:17 Compliance vs Advisory Accountants
09:04 Opening Up Conversations and Asking Personal Questions
13:25 Identifying Time-consuming Tasks and Outsourcing
33:31 Unlocking the Untapped Potential of Accountants


Meet our sponsor: Charterparth

Charterpath aims to inspire more finance professionals to volunteer their time and skills, connect them with non-profit opportunities, and engage with the wider sector so volunteering is a core part of a finance professional’s career.

Connect with Kelli? www.linkedin.com/in/kellidoorne

Find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

In this episode, Captain Kelli Doorne-Millott and Karen Reyburn delve into marketing strategies tailored for accountants. Their discussion underscores collaboration as superior to competition, emphasising the importance of aligning marketing support with personal values. They explore various platforms suitable for accountants, including LinkedIn, Instagram, and TikTok, stressing the necessity of a diverse marketing mix catering to the target audience's preferences. Consistency, trust-building, and providing evidence emerge as pivotal elements in effective marketing.

Additionally, they discuss the imperative of crafting compelling content that captivates potential clients and resonates with their interests. Reyburn and Captain Kelli further discuss the significance of audience understanding, advocating for tailored marketing approaches. They stress the need to highlight the positive impact of accounting services on clients' lives and communicate this impact effectively. Selecting marketing platforms in line with audience preferences and engagement patterns is also deemed crucial.

Accountants are encouraged to inquire directly about clients' preferred platforms and information formats. Authenticity is underscored as paramount, urging practitioners to showcase their genuine selves in marketing endeavours.

Takeaways

Collaboration over competition is key in the marketing industry, and it's crucial to find marketing support that aligns with your values.

There are various platforms available for accountants, such as LinkedIn, Instagram, and TikTok, but the choice should be based on your target audience and the messages you want to convey.

Consistency is essential in building trust with potential clients, and showing up consistently across different platforms helps establish credibility.

Engaging content that resonates with your target audience is more important than the specific platform you use.

Providing evidence and addressing potential client concerns in your marketing content helps build trust and credibility.

A marketing mix that includes a combination of platforms and formats tailored to your target audience is more effective than relying on a single platform. Understand your audience and tailor your marketing efforts to meet their needs
Focus on the impact your services have on clients' lives and communicate that effectively.

Choose marketing platforms that align with your audience's preferences
Ask your clients directly about their preferred platforms and formats for receiving information
Be authentic and show your true self in your marketing efforts

Chapters

00:00 Introduction and Collaboration Over Competition
04:00 Choosing the Right Platforms for Accountant Marketing
08:57 The Importance of Consistency and Trust in Accountant Marketing
12:27 Creating Engaging Content that Resonates with Potential Clients
24:17 The Impact of Your Services: Communicating Effectively
25:26 Choosing the Right Marketing Platforms
29:49 Directly Asking Clients About Their Preferences
37:08 Authenticity in Marketing: Showing Your True Self




Meet our sponsor: Charterparth

Charterpath aims to inspire more finance professionals to volunteer their time and skills, connect them with non-profit opportunities, and engage with the wider sector so volunteering is a core part of a finance professional’s career.

Connect with Kelli? www.linkedin.com/in/kellidoorne

Find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

Summary

In this episode, John Bucan shares his experience of using humour in cold emails to stand out and win clients. He discusses how a desperate situation led him to send a drunk email that surprisingly got positive responses. John emphasizes the importance of self-deprecation and making people smile in cold emails. He shares his follow-up process and the effectiveness of using humour in different industries. 

John also highlights the need for enthusiasm and diverse marketing strategies. He encourages accountants to differentiate themselves and not be afraid to try new approaches.

Takeaways

Using humour in cold emails can help you stand out and win clients.
Self-deprecation and making people smile can make your emails more engaging.
Follow-up emails should be funny and keep the conversation going.
Humour can be effective in different industries and cultures.
Enthusiasm and diverse marketing strategies are key to success.

Chapters

00:00 Introduction and Background
01:09 Desperation and the Drunk Email
04:07 The Power of Humor in Cold Emails
05:18 Using Self-Deprecation in Cold Emails
06:03 Balancing Self-Deprecation and Confidence
07:19 Laughing at Yourself and Making Others Smile
08:24 The Follow-Up Process
09:27 The Five Stages of Grief Follow-Up Sequence
10:21 Building Relationships through Humor
11:26 The Effectiveness of Humor in Different Industries
12:35 Adapting Humor to Different Cultures and Languages
13:52 Creating Personalized and Engaging Emails
15:08 The Importance of Enthusiasm in Persuasion
19:30 Conversion Rates and the Importance of Testing
21:17 Diverse Marketing Strategies
22:11 The Only Metric That Matters: Winning Business
23:01 Success Stories and Results
25:20 Testing the Approach for Accountants
26:04 Legalities of Cold Emailing and Using LinkedIn
28:12 Engaging with LinkedIn Content for Inbound Leads
30:12 The Sexiest Thing About Accountants
31:23 Differentiating Yourself in the Accounting Space




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Register your interest now to make sure you are the first to hear about it
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Meet our sponsor: Charterparth

Charterpath aims to inspire more finance professionals to volunteer their time and skills, connect them with non-profit opportunities, and engage with the wider sector so volunteering is a core part of a finance professional’s career.

Connect with Kelli? www.linkedin.com/in/kellidoorne

Find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

Summary


In this conversation, Dana Chapman, a nutritional therapist, discusses the impact of nutrition on menopause and hormone balance. She explains how the adrenal glands play a role in hormone production and the effects of stress on hormone levels. Dana highlights the importance of personalised nutrition and the use of supplements to address nutrient deficiencies. She emphasises the significance of gut health and the role of raw ingredients in supporting hormone balance. Dana also provides baseline nutritional advice and discusses the potential benefits and limitations of intermittent fasting. The conversation concludes with a discussion on the collaboration between nutritional therapists and healthcare professionals. In this conversation, Dana Chapman discusses the importance of nutrition and its impact on various aspects of health, including gut health, stress, and mental health. She provides practical tips for improving nutrition and emphasizes the power of mindful eating. Dana also shares her contact information for further connection and resources.
Takeaways


Nutrition plays a crucial role in supporting hormone balance during menopause.Stress can have a significant impact on hormone production and should be managed to support overall health.Testing for nutrient deficiencies can help identify specific nutritional needs and guide supplementation.Gut health is essential for nutrient absorption and overall well-being.Balanced eating, including a variety of fruits, vegetables, protein, carbohydrates, and healthy fats, is key to supporting hormone balance.Intermittent fasting may have individual differences in effectiveness and should be approached with caution.Collaboration between nutritional therapists and healthcare professionals is important for comprehensive care. Nutrition plays a crucial role in overall health and well-being.Gut health is closely linked to nutrition and can impact various aspects of health.Stress can have a significant impact on nutrition and should be managed effectively.There is a strong connection between nutrition and mental health.Practicing mindful eating can help improve nutrition and overall well-being.Chapters


00:00: Introduction and Background
01:18:Menopause and Nutrition
03:21:Adrenal Glands and Hormone Production
04:16:Effects of Stress on Hormone Production
06:10: Symptoms of Menopause
08:25: Misdiagnosis and Lack of Understanding
10:14: Importance of Progesterone
11:08: Nutritional Therapy and Personalized Approach
13:02: Supplements and Nutrient Deficiencies
14:16: Testing for Nutrient Deficiencies
19:19:Importance of Gut Health
23:48: Importance of Raw Ingredients in Nutrition
25:41: Baseline Nutritional Advice
29:03: Intermittent Fasting and Individual Differences
32:39: Importance of Balanced Eating
35:37: Stress and Hormone Balance
37:07: Collaboration with GPs and Specialists
37:42:The Sexiest Thing About Accountants
38:00: Conclusion and Contact Information

Website:
LinkedIn: 
Meet our sponsor: Charterparth

Charterpath aims to inspire more finance professionals to volunteer their time and skills, connect them with non-profit opportunities, and engage with the wider sector so volunteering is a core part of a finance professional’s career.

Connect with Kelli? www.linkedin.com/in/kellidoorne

Find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

Summary


Ben Risser, from Provident Financial Services, shares his mission of strengthening American communities through thriving small businesses. He emphasises the importance of businesses thriving to create more jobs and increase their mission impact. Ben discusses the role of accountants in helping small business owners with their blind spots in accounting and finance. He highlights the value of customised financial reports and financial dashboards in providing actionable data. 

Ben also talks about goal setting, working with different business sizes, and the outcomes of better financial information. He shares his personal story and the influence of accountants in society.
Takeaways


Small businesses play a crucial role in strengthening communities and creating jobs.Accountants can help small business owners by addressing their blind spots in accounting and finance.Customized financial reports and dashboards provide actionable data for decision-making.Goal setting and financial planning are essential for business growth and success.Accountants have a significant influence on society and the success of businesses.Chapters


00:00
Introduction and Mission
01:21
The Importance of Small Businesses
03:18
The Role of Accountants in Supporting Small Businesses
06:01
Transition from Engineering to Accounting
08:47
Creating Customized Financial Reports
10:37
Financial Dashboards and Financial Intelligence
13:21
Helping Business Owners Overcome Financial Blindness
16:14
Goal Setting and Financial Planning
21:32
Working with Different Business Sizes
23:15
Working with Startups and Early Stage Businesses
24:29
Results and Outcomes of Better Financial Information
26:05
Personal Story and Mission
29:14
The Influence and Importance of Accountants
30:56
Conclusion and Contact Information
Meet our sponsor: Charterparth

Charterpath aims to inspire more finance professionals to volunteer their time and skills, connect them with non-profit opportunities, and engage with the wider sector so volunteering is a core part of a finance professional’s career.

Connect with Kelli? www.linkedin.com/in/kellidoorne

Find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

Summary

In this conversation, Captain Kelli Doorne-Millott and Nick Elston discuss the importance of mental health in accounting. They explore the challenges accountants face during the pandemic and the need for emotional conversations in this profession. They also discuss the pressure to provide free services and the importance of setting boundaries and managing expectations. The conversation highlights the need to change our relationship with money and accept change to move forward. They emphasize the role of hope in mental health and the importance of being in control of our own lives. The conversation explores the themes of collaboration over competition, running your own race, writing your life story, being prepared to lose, and the importance of certainty and trust. Nick Elston shares insights on the power of collaboration and the need for trust, authenticity, and vulnerability. He emphasises the importance of focusing on your journey and not comparing yourself to others. The conversation also delves into the process of writing your life story and the benefits of seeing your experiences from a different perspective. Finally, Nick discusses the sexiest thing about accountants, which he believes is their certainty and trustworthiness.

Takeaways

* Mental health is a crucial topic in accounting, as accountants often have deep trust and rapport with their clients.
* Accountants face unique challenges, such as the transfer of anxiety from clients and the pressure to provide free services.
* Setting boundaries and managing expectations is essential for accountants to protect their mental health.
* Changing our relationship with money and accepting change is critical to moving forward and thriving in accounting.
* Hope plays a vital role in mental health, and it can be both active and passive in our lives.
* Collaboration can be more powerful than competition, especially when trust, authenticity, and vulnerability exist.
* Focus on running your own race, and don't compare yourself to others.
* Writing your life story from a third-person perspective can provide a new and insightful perspective.
* Being prepared to lose and accepting that not everyone will understand or resonate with your story is important.
* Certainty and trust are key qualities that make accountants sexy.


Chapters:
0:00: Accountants' Mental Health Challenge
13:12: Navigating Money and Change in Life
18:30: Moving Forward From Survival Mode
32:02: Navigating Hope and Happiness
Meet our sponsor: Charterparth

Charterpath aims to inspire more finance professionals to volunteer their time and skills, connect them with non-profit opportunities, and engage with the wider sector so volunteering is a core part of a finance professional’s career.

Connect with Kelli? www.linkedin.com/in/kellidoorne

Find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com