Marketing Momentum

Implement and Build Consistent Marketing in Your Firm



Each episode of this fast-paced, micro-learning video course gives you a specific system you can implement immediately to build the consistent marketing momentum you need to get new client prospects coming to you in a consistent, predictable way.

It's comprised of 13 concise and actionable mini-lessons that build one upon the other so that you walk away with a powerful yet flexible customized marketing program for your accounting firm that you can implement immediately.

Here's just a taste of what you'll learn in this high-impact video series:


  • How to use your skills as a technical professional to build a sustainable, productive marketing system that brings in a steady stream of new client prospects
  • Learn exactly what the purpose of your marketing is (and what it isn't) and the very specific result your marketing should accomplish for you to truly be successful
  • How to use proven formulas to make your marketing so strong that your potential clients will sell themselves on your accounting services
  • The three Ps you already have to to create a strong marketing message that will easily attract your ideal clients
  • The 7-step proactive marketing strategy that removes confusion over what you should be doing to market your services effectively and instead gives you a simple road map for maximum return on your efforts
  • How to assure that no matter busy you are as an accounting professional, you will have the time to do proactive marketing to win new clients


For most accounting firms, marketing is an infrequent event. But in a relationship-based profession, such as accountancy, to get consistent results, marketing needs to be focused on high-probability efforts coupled with high-consistency actions.

Marketing Momentum makes it easy for you to tap into the proven marketing tips, techniques, tactics, and templates that are working for the most successful accounting firms around the world. Now you can finally get on the road to a consistent stream of new clients in the least amount of time.

Course curriculum

  • 1

    Episode Guide

    • Marketing Momentum Episode Guide

  • 2

    Season 1 Episodes

    • Marketing momentum Introduction

    • Episode 1 - Coming Out of Your Comfort Zone

    • Episode 2 - The Art and Science of Forecasting

    • Episode 3 - The Purpose of Marketing

    • Episode 4 - Marketing Creates Need

    • Episode 5 - The Three Most Leverageable Assets

    • Episode 6 - Your Strongest Ever Marketing Strategy

    • Episode 7 - The Message

    • Episode 8 - The Audience

    • Episode 9 - Three Ways to Reach Your Audience

    • Episode 10 - Three Ways for Your Audience to Reach You

    • Episode 11 - The Toolkit

    • Episode 12 - Get Your Priorities Right

    • Episode 13 - Scheduling to Succeed

Attract Your Ideal Clients

Get on the road to a consistent stream of new clients in the least amount of time.