Podcast Episodes

The Marketing for Tax Professionals Podcast is your go-to resource for actionable strategies to grow your tax business. From lead generation and branding to innovative marketing techniques, each episode dives deep into practical tips tailored for tax pros.

Educational resources for tax professionals: webinars, blogs, and online courses. Enhance skills and stay competitive.
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September 10, 2024
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23min 28 sec
Educating Your Audience: Webinars, Blogs, and Online Courses for Tax Professionals
Welcome back to another episode of the Marketing for Tax Professionals podcast! 🎙️ We dive deep into the importance of educating your audience and how to effectively use different types of content to do so. From webinars to blogs to online courses, we cover it all!
Master Facebook ad campaigns for tax professionals. Boost client engagement and grow your practice effectively.
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August 27, 2024
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18min 51sec
Mastering Facebook Ad Campaigns for Tax Professionals
In this episode, we dive deep into the technical aspects of setting up ad campaigns specifically designed to generate leads for tax professionals. Jesse, our marketing director, provides a step-by-step guide on how to create effective ad campaigns, focusing on the lead ad objective.
Build your tax business through community: Facebook groups, local meetups, and networking strategies for growth.
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August 20, 2024
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24min 46sec
From Facebook Groups to Local Meetups: Enhancing Your Tax Business Through Community
Welcome back to the Marketing for Tax Professionals podcast! In this episode, Emely Roman and Jesse Arroyave dive into the importance of building a community presence both online and offline. They discuss the benefits of community engagement for tax professionals, focusing on strategies involving Facebook groups and local events.
Tax season prep: newsletters, paid ads, and client retention strategies to maximize efficiency and client satisfaction.
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August 13, 2024
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21min 43 sec
Preparing for Tax Season: Strategies for Newsletters, Paid Ads, and Client Retention
Welcome back to the Marketing for Tax Professionals podcast! In this episode, hosts Emely Roman and Jesse Arroyave dive into essential strategies to help you prepare for the upcoming tax season. From sharing newsletters and running effective paid ad campaigns to offering additional services, we've got you covered.
Master cold outreach for B2B growth. Effective strategies to connect, engage, and grow your tax business.
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March 12, 2024
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19 min 34sec
The Art of Cold Outreach: Effective Strategies for B2B Business Growth
Welcome back to our latest podcast episode, where we dive deep into the often misunderstood and underutilized strategy of cold outreach. Despite its reputation, we’re here to debunk the myths and show you why cold outreach can be a game-changer for B2B businesses, especially for tax professionals.
Refundo arrow designs representing tax business growth.Refundo arrow design representing tax professional growth