Amplify

In this episode of Amplify, host Cassy Clayman speaks with Neil Barrow, founder of Enabled BD, about the intricacies of building a business development function within accounting firms. They explore the common challenges firms face, the importance of tracking and marketing, and how technology, including AI, can enhance business development efforts. Neil emphasizes the need for a cultural shift tow...

In this episode of Amplify, host Cassy Clayman speaks with Adam Klein about the importance of customer intelligence in the accounting profession. They discuss how data and intelligence tools can enhance client relationships, the evolving tactics in business development, and the challenges of data fragmentation. Adam emphasizes the need for proactive engagement with clients and the role of technolo...

In this conversation, Mike Jones discusses the importance of personalizing client communication, especially when introducing new service lines. He emphasizes the need for authenticity and relational messaging, cautioning against relying solely on generic templates provided by tools like ChatGPT and Copilot. Instead, he advocates for practitioners to infuse their unique insights and knowledge about...

In this conversation, Rob Brown emphasizes the critical role of visibility and credibility in modern leadership. He discusses how professionals must be active and intentional in their public presence, particularly on platforms like LinkedIn, to build trust and establish themselves as credible leaders. Brown highlights that visibility is not just beneficial but essential for success in today's prof...

In this episode, Chris Camara speaks with Nikki Burgeson about the critical role of CRM systems in business development, particularly within professional services. They discuss the essential features of effective CRM tools, strategies for driving adoption among busy professionals, the importance of pipeline visibility, and how marketing can leverage CRM data to enhance outreach and campaign effect...

In this episode of Amplify, Chris Camara speaks with Brian Blaha who discusses how accounting firms can scale business development by aligning firm leadership, building structured BD teams, and using CRM and data to track pipeline performance and identify growth opportunities. He emphasizes that while technology and tools like buyer-intent data, dashboards, and AI can make sales processes more eff...

Amplify: Season 8 Episode 1 Redefining Growth From the Inside Out  Live from AAM Summit 2025 In an episode packed with actionable ideas, fresh perspectives, and real-world exampls of how accounting firms are redefining growth in 2025, Mike Jones and Sam Pagel sit down with some AAM attendees in May 2025.  Keith Ferrazzi shares how "teamship" breaks down silos and fuels firmwide collaboration. Jaso...

Amplify: Season 8 Episode 4 The Rise of the Modern Marketer Live from AAM Summit 2025 From solo marketers to DEI champions, today's accounting marketers are redefining their roles—mentoring, upskilling, and becoming internal influencers who drive change. In this episode of Amplify , recorded live at the AAM Summit, we explore how modern marketers are expanding their impact across firms. You'll hea...

Amplify: Season 8 Episode 3 The Story Only You Can Tell Live from AAM Summit 2025 Great marketing isn't about spin — it's about proof. In this episode of Amplify , recorded live at the AAM Summit, we explore how firms are building credibility through storytelling, testimonials, brand voice, and positioning. From showcasing client success to crafting authentic narratives, these conversations reveal...

Amplify: Season 8 Episode 2 The AI-Ready Firm Live from AAM Summit 2025 Artificial intelligence isn't a distant future—it's here, reshaping how accounting firms operate today. In this episode of Amplify , recorded live at the AAM Summit 2025, Mike Jones and Cassy Clayman sit down with industry leaders to explore what it means to become an AI-ready firm. You'll hear candid insights from marketers w...

Social media is no longer optional—but making it strategic is where the real value lies. In this episode of  Amplify! , host Meg Hoevener sits down with Becky Weiand, Marketing Manager at Rea, to explore how her firm successfully implemented Clearview Social to drive employee advocacy. From culture-first content to gamified sharing and role-based feeds, Becky walks through the tools, analytics, an...

In this insightful episode of  Amplify! , Meg Hoevener Marketing Manager at McGuire Sponsor, interviews Lindsay Sherrill, a seasoned marketing leader from Schneider Downs, about the strategic shift her firm made in webinar platforms—from GoToWebinar to ON24. Lindsay shares candid stories from the trenches, including technical hiccups, CPE delivery challenges, and the growing demand for on-demand l...

What happens when your firm is ready to scale its marketing engine—but doesn't yet have a unified CRM? In this episode of  Amplify! , host Meg Hoevener sits down with James Kuch, Digital Marketing Specialist at Yeo & Yeo, to talk about building a robust automation strategy in HubSpot, even when infrastructure isn't fully in place. James walks through the creative ways his team supports multiple se...

Many firms invest in marketing tools without first aligning people and process. Marketing by Numbers took the opposite approach—and it's paying off. In this episode of  Amplify! , host Meg Hoevener is joined by Jamie Miller, Senior Manager of Firmwide Growth, and Don Breckenridge, Director of Growth, to explore how firms are using  MarTech stack to fuel strategy, not just execution. From optimizin...

In this episode, we explore methods for demonstrating marketing ROI to firm leadership with insights from Courtney Kiss, Chief Operating Officer at Johnson Lambert. With a rich background in marketing, business development, and human resources, Courtney shares her expertise on effective communication of the financial impact of marketing efforts. As the current President of the Association for Acco...

Join Mike Jones from Resound at The Association for Accounting Marketing Summit 2024 as he interviews attendees.    For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify

In this episode, we explore how Artificial Intelligence (AI) is reshaping the marketing industry. Our guest, Blake Oliver, a CPA and CEO at Earmark, shares his personal experience in leveraging AI for various marketing tasks. He discusses how AI-driven technologies have optimized customer insights, personalized campaigns, and predicted consumer behavior with remarkable precision. We delve into the...

Karl Feldman, a seasoned partner at Hinge disucsses how to navigate today's competitive landscape, showcasing your expertise is essential for professional services firms With a wealth of experience in content marketing and brand development, Karl has guided numerous firms to elevate their market positioning and achieve thought leadership status. In this episode, we delve into the art of impactful...

Join Mike Jones from Resound at The Association for Accounting Marketing Summit 2024 as he interviews attendees.  For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify

Explore the unique challenges and opportunities of being in roles that aren't always billable but are always valuable. In this episode, Amanda Simmonds, Director of Talent Advisor Services at Spirrall, shares her insights and strategies for effectively advocating for yourself when you're in a solo role, or a new role. Amanda discusses practical tips for managing workload, gaining leadership suppor...

Learn how to showcase the unique advantages of smaller firms with Kelly Schuknecht from Summit Virtual CFO by Anders. In this episode delve into the strategies that empower small accounting firms to thrive despite resource constraints. Our guest, Kelly Schuknecht, Marketing Director at Summit Virtual CFO, shares valuable insights on leveraging niche expertise and personalized service to make a sig...

This episode features Gilbert (Gil) R. Vasquez, Managing Partner at Vasquez and Company , who tells his unique story as leader of one of the largest minorities owned CPA firms while discussing strategies for effectively showcasing your own unique value. This episode explores the importance of gaining valuable experiences and leveraging them to highlight your own personal brand. Gil emphasizes the...

Hear the secrets to qualifying marketing-generated leads with Stacy Dreher, director of practice growth at James Moore & Co., on this episode of Amplify! She's sharing insights into the intricate process of qualifying marketing-generated leads from the importance of collaboration between sales and marketing teams to the pivotal role of responsiveness in lead management. Listeners gain a comprehens...

An increase in the use of digital platforms requires you to align advertising strategies with consumer behavior. In this Amplify! podcast, Sean Smith, chief marketing officer at Schneider Downs, delves into the nuances of digital advertising from key metrics for measuring success to different ad types to budgeting with continuous monitoring. Also, hear how innovative partnerships and creative cont...

Embrace data-driven decision-making in your marketing endeavors and leverage insights to optimize your campaigns for success! In this Amplify! episode, Apoorv Dwivedi, strategic marketing advisor and founder of Fixyr Marketing, divulged the intricacies of successful digital marketing campaigns. Crafting effective strategies starts with clear objectives and audience segmentation.   From delineating...