13min chapter

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals cover image

Episode 149 | Building An Effective Enrollment Process With Bruce Gerstenfeld

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

CHAPTER

Transforming a Family Firm

This chapter explores the journey of a guest who took over their father's traditional accounting firm in Florida and modernized its operations. The conversation delves into the challenges of changing pricing structures, retaining clients, and adapting to a competitive market. Through personal anecdotes, the chapter highlights the importance of communication, client relationships, and a mindset shift from selling to providing value.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode