207 Starting a Podcast and Attracting Clients that Pay $6,000/mo! (feat. Shannon Weinstein, CPA‪)‬ Accounting High: Sophomore Year

Episode 207

FACULTY: Shannon Weinstein, CPA

CLASS: #SocialStudies

In this episode, Scott interviews Shannon Weinstein, CPA, the Host of the Keep What You Earn podcast. Shannon shares her journey of starting her own practice, leveraging Instagram as a brand-building tool, early growth experiences, transitioning from an order taker to a menu creator, marketing strategies, developing values from challenging clients, attracting ideal clients, core truths, leveraging the podcast for business growth, and tips for social media and potential podcasters.

Shout Outs:

Paul Seaton, Jess Glazer, Michael King, Mel Abraham, Keep What You Earn, Conserva Lo Que Ganas

Chapters:

00:00 Teaser

07:14 Starting Her Practice

10:42 Instagram as a Brand Builder

12:51 Early Growth

15:33 From Order Taker to Menu Creator

19:28 Marketing to Your Ideal Client

20:59 Developing Your Values from The Worst Clients

24:29 How to Attract the Ideal Clients

26:46 Core Truths

31:16 The Firm Stats

32:44 The Podcast

39:22 Leveraging the Podcast

44:31 Client Intake Process

45:39 Saying No to Leads

47:26 Tips for Social Media and Potential Podcasters

50:04 Conclusion

Connect With Us On Linkedin!

Shannon Weinstein

https://www.linkedin.com/in/shannonkeane/

Keep What You Earn Co.

https://www.fitnancialsolutions.com/

Keep What You Earn Podcast

https://podcasts.apple.com/us/podcast/keep-what-you-earn/id1580071347

Scotty OKR Scarano

https://www.linkedin.com/in/scottscarano/

Accounting High

https://www.linkedin.com/company/accounting-high/

https://www.accountinghigh.com/

Tags:

accountant origin, Costa Rica, intentional business, core values, core truths, values alignment, attract clients, repel marketing, accounting firm, revenue goals, ideal client, client intake, referral fees, podcast host, podcast guesting, business podcast, fractional CFO, long-form content, content, Spanish, accounting, origin, Costa Rica, business, values, alignment, clients, marketing, firm, revenue, ideal, intake, referral, podcast, guesting, content, CFO, long-form


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