Four key strategies show how firms can lead with value, optimize for AI, test strategies, and show more humanity to win clients.

Gear Up for Growth

With Jean Caragher

For CPA Trendlines

“Firms can’t afford to hide behind best practices or boring templates anymore,” says Jay Schwedelson, president and CEO of Outcome Media and host of the top-rated marketing podcast Do This, NOT That, during his appearance on Gear Up for Growth, powered by CPA Trendlines, and hosted by Jean Caragher of Capstone Marketing.

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“It’s time to be bold, be human, and make sure you’re showing up where your prospects are actually searching, especially in AI,” he adds.

Schwedelson shares four urgent takeaways for CPA firm leaders.

Jay Schwedelson: Stop Playing It Safe | Gear Up For Growth