Thu, 28 September 2023
In this episode of "Growing Your Firm," host David Cristello interviews Kayla Green from Bactrian LLC. They discuss the firm's impressive growth, which has largely been driven by word-of-mouth referrals rather than traditional digital marketing.
Bactrian LLC offers a range of accounting services, payroll servicing, estate planning, and financial advising, positioning themselves as a one-stop shop for their clients. Tune in to learn more about their strategies for success and how they have achieved such impressive growth.
In this episode, you’ll learn about the success of a small accounting firm in a rural farm community. The firm's competitive advantage is their deep relationships with clients, personalized services, and ability to deliver fast results. They have experienced steady growth and client retention through the power of word of mouth.
The podcast also discusses the importance of over delivering for clients and being involved in a passionate community.
Thu, 14 September 2023
In this episode of Growing Your Firm, host David Cristello welcomes back Louie Vazquez III, CEO and founder of Vazquez and Associates. Louie shares his journey of growing his firm from half a million in sales per year to achieving even greater success.
They discuss the sales and marketing strategies that led to this growth and delve into the challenges and opportunities that come with scaling a business. Tune in to gain insights on how to take your firm to the next level.
Fri, 1 September 2023
Congruent Advisory Services, LLC began in 2019 with Tejal starting a boutique one-woman show. Her goals were to support business owners in the process of inception to exit.
Tejal tells David that there was an agreed upon cohesive and collaborative approach. The exposure and openness shared amongst both partners led to a culture that was rooted in this type of thinking for business. In turn, this passes on the same experience to clients. Business involves numbers and emotions, but how do we manage them both?
Tune in for our interview with Tejal Shah as she shares how building trust in her partnerships allowed for tremendous growth and positive reviews within her business.