The CPA Marketing Genius Podcast

Episode 034: Building An Action Plan For Financial Success

Episode Summary

In this episode, Ryan Kimler discusses how he has built a successful CFO practice by using a language that speaks to business owners rather than accounting jargon, as well as networking with associations to get in front of potential clients. He focuses on understanding the gap between where the client is currently and where they want to be, asking questions about their business operations, profitability, money taken home, and vacation plans. He explores the importance of asking questions and understanding the language of business owners in order to help them bridge the gap between their current reality and their desired future. Another value-bomb episode so make sure you tune till the end!

Episode Notes

[00:01 - 01:33] Opening Segment 

• Salim Omar, CPA introduces Ryan Kimler to the show!
• He provides business owners with outside CFO guidance to help them understand what’s working in their business and what’s not

[01:34 – 13:48] Setting Targets And Building Action Plans For Financial Success

• He discusses the two keys to his success:
  • Using language that grabs a business owner’s attention
  • Speaking in front of business owners in associations or through podcasts
• Widening the gap between where the business owners are and where they want to be
• Helping them become clear about their problems and challenges
• Changing their perspective on their business
• Focusing on the process rather than offering solutions
• Recognizing that financials and accounting can be rocket science to the business owner

[13:49 - 27:15] Closing Segment

• Ryan Kimler advises listeners that if their system is not complete, bring in outside partners to help improve marketing and measure metrics 
• Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!  
• Final Words

Connect with Ryan Kimler on his:

Website: Financial Clarity

LinkedIn: Ryan Kimler

Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. 

Don’t forget to like, subscribe, and leave us a review!

If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/

If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com

Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast.

Tweetable Quotes 

“You've got to have the right language that really grabs a business owner's attention.” - Ryan Kimler

"I really try to be as productive as possible and get everything done in an hour because I know that the business owner that I'm working with. Their time is super, super valuable." - Ryan Kimler

"Languaging important, helping them become clear about where they're at, where they want to be, the gap, widening the gap.." – Salim Omar, CPA