Accountable
Join David R. Peters (CPA, MST) as he chats with some of today's business leaders. Whether you're a CPA, CFO, small business owner, or entrepreneur, Dave and his guests offer insightful advice and experiences for anyone in business!
To learn more about David and his company, visit us at: https://www.davidpetersfinancial.com/.
The views depicted in this podcast are for informational purposes only, are general in nature, and are not intended to and should not be relied upon or construed as a financial plan or financial/investment advice regarding any specific issue or factual circumstance.
David Peters provides educational offerings through Peters Professional Education LLC. David Peters is also registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC, offers tax preparation services through Peters Tax Preparation & Consulting, PC. and provides insurance services through David Peters Insurance Agency LLC. Peters Professional Education LLC, Peters Financial LLC, Peters Tax Preparation & Consulting, PC and David Peters Insurance Agency LLC are not affiliated.
Accountable
Biz Development and Marketing Considerations
Starting a new business is overwhelming! There are so many things to think about! In the last episode of Accountable, we talked about how to get setup from an accounting, compliance, and regulatory perspective. However, what about marketing? What about getting new clients? I know what you are thinking…. I am not a marketing person! When you are in business for yourself though, you have to be a marketing person! There is no one else! So what do you do? In this episode of Accountable, Dave talks about how a non-marketing person can develop relationships and build a client base. It is marketing and business development for financial professionals! This week on Accountable!
AICPA Go Beyond Disruption Podcast (Dave was on episodes 167, 168, and 172): https://www.aicpa-cima.com/disruption.html
Do you live in a non-NASBA state? If so, you may be able to get CPE for this podcast!
Looking for high-quality CPE? See Dave's diverse catalog of courses at Peters Professional Education: https://www.petersprofessionaleducation.com
Visit us at: https://www.davidpetersfinancial.com/