22 episodes

The InGenius Podcast: a snapshot of future B2B marketing trends and use-it-now tips. Do you want to be wildly effective in professional services? Each episode features experts with new ideas for your branding and competitive success.

INGenius Podcast Ingenuity Marketing Group

    • Business

The InGenius Podcast: a snapshot of future B2B marketing trends and use-it-now tips. Do you want to be wildly effective in professional services? Each episode features experts with new ideas for your branding and competitive success.

    CPA Influencers Series: Meagan Hayes on Sustaining a Firm's Marketing During Fast Growth

    CPA Influencers Series: Meagan Hayes on Sustaining a Firm's Marketing During Fast Growth

    Meagan Hayes is the marketing director for Haskell & White, one of the largest independently owned accounting firms in Southern California with offices in Orange County and San Diego. Meagan started her career in private industries before joining Haskell & White in 2008, and she brings her focus on analytics and results to the firm’s variety of marketing programs. 

    Dawn begins the podcast by asking Meagan for a couple of tips on sustaining marketing even during a period of fast growth. Simply put, Meagan believes in focusing in the infrastructure of the marketing department, and making sure the firm's marketing priorities are in order. She brings up many good points about infrastructure and prioritizing and also delves into the importance of having a functional business development pipeline.

    The podcast wraps up with Meagan sharing what she is loving right now, and she shares that it has been very enjoyable to have "in-person" events back and to be re-connecting with people face-to-face again!

    • 14 min
    CPA Influencers Series: Donna Erbs on Accounting Marketers Thinking Like Owners

    CPA Influencers Series: Donna Erbs on Accounting Marketers Thinking Like Owners

    In this episode of One Question, Two Tips, Donna Erbs does a fantastic job providing inspiration for accounting marketers to think like owners and how they can focus on being the firm of the future.

    Donna Erbs,  a partner in Strategic Growth at Anders CPAs and Advisors, has been instrumental in the firm's growth for nearly two decades. She is a connector who brings together staff, clients and the community to create synergies for the firm. By aligning overall vision with solid growth and service initiatives, she has helped to create a marketing culture that is respected throughout the accounting and advisory marketplace. Since joining Anders in 2004, Donna has continually raised the firm’s profile locally, regionally and nationally through Best Places to Work, Top Workplaces, Firms to Watch, Best of the Best and other recognitions for innovation and culture. She is proud of her work in the advancement of women at Anders and throughout the greater St. Louis community. Donna is a frequent speaker and panelists for a wide variety of organizations, and was recently a keynote for the Association for Accounting Marketing conference, and a panelist for the Rainmaker Companies Nicheworks Conference.

    Dawn starts out the podcast asking Donna to provide two tips for inspiring other accounting marketers to think like owners; focusing on the firm of the future, and she gives the following tips:


    Know that marketing is part of the business strategy, and understand how is the marketing going to work for the firm- young leaders need to be the changeMake sure you understand your audience and don't forget the human elementToward the end of the podcast, Dawn asks Donna what she is loving in her life right now, either professionally or personally, and Donna is just overjoyed to be able to finally see her two grown children during the holidays after all of the pandemic's pandemonium.  Donna is also excited to attend a leadership retreat where she and Anders' marketing director get to mastermind with other marketing professionals.

    • 15 min
    CPA Influencers Series: David Bier on Promoting Smart Niche Leaders from Within

    CPA Influencers Series: David Bier on Promoting Smart Niche Leaders from Within

    In this CPA Influencer series, Dawn Wagenaar (Principal at ING) interviews David Bier, the COO of Anglin Reichmann Armstrong. David provides insightful tips and necessities for young professionals looking to become niche leaders within their firm.  

    David's responsibilities at Anglin include strategy, growth, succession planning and operations excellence, which grow from building a sound business culture. David has not only improved the foundational operational aspects of the firm, but also focused heavily on firm culture, community relations and merger & acquisition strategy, and he played a vital role in the successful merger and integration of Anglin’s Pensacola office. 

    Dawn starts the interview by asking David this question "We understand that Anglin has done a great job with promoting smart niche leaders from within to help your firm grow independently. Can you provide two tips for making that path less intimidating and more exciting for younger professionals? "

    Throughout the interview David expounds on these two tips:
    Have to have support at the highest leadership levels (including partners, managing partners, etc) Build a team with at least one or two younger people who want to drive the niche business, set aside time each year to learn, train, and grow within the niche The interview ends with Dawn asking David "What we're loving now," something either professional or personal within David's life that he is loving.

    His response is again two-fold, and both tie into professional growth and success. Tune into the podcast to hear his insights!

    • 19 min
    CPA Influencers Series: Caren Rodriguez on Communication and Strategy During an Acquisition/Merger

    CPA Influencers Series: Caren Rodriguez on Communication and Strategy During an Acquisition/Merger

    In this CPA Influencer Episode, Dawn Wagenaar interviews Caren Rodriguez and they discuss communication and strategy needed within a company during acquisitions and mergers as well as integrating new team members during this time.
     
     As Chief Marketing Officer at DMJ & Co., PLLC, a Top 300 accounting and business consulting firm, Caren manages firm-wide marketing and business development initiatives that span three office locations across North Carolina. Her responsibilities include communications, public relations, brand development, strategic and industry partnerships, marketing strategy, and digital media efforts.

    • 13 min
    CPA Influencers Series: Margie Craig on How to Manage the Message

    CPA Influencers Series: Margie Craig on How to Manage the Message

    In this CPA Influencer podcast, Dawn Wagenaar interviews Margie Craig, Chief Marketing & Communications Officer with Whittlesey which is the largest Connecticut-based CPA, technology, and consulting firm. Margie has over 20 years of experience, including brand management, digital marketing, business development, and strategy.
     
     Margie starts out this podcast by stressing the importance of having a good foundation and going into interviews with the mindset of service. Also, to make sure that your objectives are in alignment with your media sources' audience, so that you can serve them at a local level by serving up good, quality content that educates the audience, which will make your firm stand out from the others.  Know who the reporters and editors are- follow them on social media to get to know what they're covering, "like" & share their content, and be of service to them...build that relationship!
     
     Dawn's first question, "When crafting the public relations strategy that gets your managing partner and other leaders consistently in front of local business media, especially during this time of remote or hybrid working, what two tips can you offer to other marketers?" gives Margie a chance to share these insightful tips as well as a few basics for managing a firm's message.
     
     Timestamp (2:40)  1.  Get to know your market plights and emerging issues so you can position your business leaders as subject matter experts and problem solvers
     
     Timestamp (4:02)  2. Work with your strategic partners and CIOs (centers of influences) to pitch stories together in webinars and speaking gigs
     
     Dawn ends the interview (timestamp 6:58) with asking Margie, "what is she loving now, either in her professional life or personal life."  In her personal life, Margie stresses how much she is loving the fall season, with the changing of leaves and cooler weather, while on a professional level she is loving the hybrid work environment!

    • 9 min
    CPA Influencers Series: Becca Johns on Staying Creative while Growing a Practice

    CPA Influencers Series: Becca Johns on Staying Creative while Growing a Practice

    In this CPA Influencer podcast, Dawn Wagenaar interviews Becca Johns, Director of Practice Growth, of Rea & Associates, located in Dublin, OH.
     
    Becca oversees the firm's marketing and practice growth efforts, focusing on building relationships with the firm's principals, helping them identify opportunities and providing them with the tools they need to grow their practice while developing new offerings and solutions for their clients.
     
    In this podcast, Dawn asks Becca for two tips on how to help marketers stay creative and imaginative while tying their efforts to practice growth. Becca provides and expounds on two brilliant tips: 
     
     #1 Be fearless and fail forward
     #2 Collaborate and look for inspiration everywhere
     
     Since Becca joined Rea and Associates in 2005, they have won over 20 awards, and Becca describes the path and efforts that it took to achieve this!
     
     The podcast ends with Dawn asking Becca "what we're loving now," giving Becca the opportunity to share something in either her professional or personal life that is really lighting a fire under her. She goes on to describe how she is loving change and mentions a book called Necessary Endings that has inspired her and her team to "prune" their workload and how that has helped the firm make room for growth.

    • 19 min

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