Every client relationship is now up for renewal—and every partner has to learn how to compete.

Full show notes here

Gear Up for Growth
with Jean Caragher
for CPA Trendlines

“The relationship gets you in the door, but it doesn't get you the work,” says Karen Freeman, chief product officer, DCM Insights, and co-author of Activator Advantage: What Today's Rainmakers Do Differently, in this episode of Gear Up for Growth, powered by CPA Trendlines and hosted by Jean Caragher, president of Capstone Marketing. "Once it's competitive, it's a lot harder to differentiate based on your past relationship."

MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Gear Up for Growth is tailored specifically for public accounting firms with up to 100 team members looking to expand their practices intelligently and efficiently. | MORE Gear Up for Growth here | MORE CPA Trendlines Streaming Network here

Freeman and co-author Matt Dixon, founding partner of DCM Insights, reflect on what they have learned one year after the release of their bestselling book. They discuss how AI, changing buyer behavior and increasing competition are reshaping growth strategies for accounting and advisory firms. Firms that rely on traditional relationship-based growth models risk falling behind.

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