The Growth Minded Accountant

Author: Lee Reams II from CountingWorks PRO

Hosted by Lee Reams II and CountingWorks PRO, "The Growth Minded Accountant" is your go-to podcast for independent tax and accounting pros ready to level up. Were here to show you how AI, digital marketing, and cutting-edge tools the kind that only the big guys had access to can help you save time, win new clients, and keep your practice thriving. From leveraging AI agents to boosting ROI on every client interaction, we cover it all. Tune in to stay sharp, learn strategies that work, and make sure youre always one step ahead. The playing field just got a lot more level lets go!
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Language: en-us

Genres: Business, Courses, Education, Marketing

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Boomer Goldmine: Unlocking the Wealthiest Generation’s Potential for Your Firm
Episode 5
Wednesday, 5 February, 2025

Welcome to The Growth Minded Accountant! In this episode, Lee Reams (Founder & CEO of CountingWorks) and Rebekah Barton (Chief Visibility Officer at CountingWorks) explore the lucrative Baby Boomer demographic. Discover why Boomers, who hold the majority of the nation’s wealth, are so critical for your tax or accounting practice, and learn proven strategies to reach them effectively—online and offline. From building trust and credibility to highlighting key services like retirement and estate planning, we cover everything you need to tailor your firm’s messaging. Don’t miss this conversation on tapping into the Boomer goldmine—and get ready for future episodes on Gen X, Millennials, and more!