The Accounting Podcast Banking on Change: How Renegade Firms Redefine Success (from The Earmark Podcast)
Nov 13, 2025
Madeline Reeves, Founder of Fearless Foundry, and Wesley McDonald, Go-to Market Leader at Relay, dive into the world of renegade accounting firms. They discuss how these firms revolutionize client experiences and prioritize values that lead to meaningful connections. The conversation highlights the importance of transparency in compensation and the benefits of inviting diverse talents from outside the industry. They also explore how collaboration over competition can reshape firm cultures and attract the right clients.
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Firms That Lead Clients To New Ground
- Renegade firms lead clients to new ways of working rather than replicating tradition.
- They use available tech as strategic partners to improve client outcomes and experiences.
Start With Discovery Before Bank Recommendations
- Ask clients why they chose their bank before recommending a switch.
- Use discovery to reveal needs and propose modern banking tools that solve those specific problems.
Brand Should Repel The Wrong Clients
- Brand must honestly reflect a firm's values to attract the right clients.
- Misaligned marketing repels ideal clients and creates disappointing experiences.