The Boomer Briefing is a weekly podcast hosted by some of the top thought-leaders in the accounting profession who provide consulting services to hundreds of the highest performing CPA firms. Each week, we will discuss where we can help you solve a critical business issue in 20 minutes or less. Our topics span the latest in accounting news and feature interviews with industry leaders to provide listeners with key takeaways and actionable advice for growing their firms. We focus on the five areas critical to a CPA firm’s success: leadership, talent, technology, processes and growth. By providing strategies in each of these five areas, we hope to point you in the right direction as you plan for success and prepare for the future.
Welcome to the Boomer Briefing Podcast – your 20-minute insight into the conversations shaping the future of the accounting profession.
In this episode, Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting, and Heather Robinson, Marketing Manager, share highlights from the latest Marketing & Business Development Circle meeting.
This meeting focused on the strategic conversations growth leaders need to be having right now, connecting marketing and business development efforts to broader firm trends, elevating the role through more intentional metrics and decision-focused data, and rethinking A-level client experience. Members discussed how the right dashboards can drive stronger leadership conversations around profitability and client value, and challenged each other to create high-impact services, like strategic planning, that deepen relationships and differentiate the firm in an AI-driven environment.
💡 Explore the Boomer Marketing & Business Development Circle and our other Circle communities
📩 Subscribe to the Boomer Bulletin for insights, event updates, and thought leadership
🔗 Follow the Marketing & Business Development Circle facilitators for more updates and expertise:
Jon Hubbard
- Twitter: @Jon_Hubbard
- LinkedIn: jonhubbard
Heather Robinson
- Twitter: @Heather_BCI
- LinkedIn: heatherobinson
For more information about Boomer Consulting, visit boomer.com.
The Boomer Briefing is a weekly podcast hosted by some of the top thought-leaders in the accounting profession who provide consulting services to hundreds of the highest performing CPA firms. Each week, we will discuss where we can help you solve a critical business issue in 20 minutes or less. Our topics span the latest in accounting news and feature interviews with industry leaders to provide listeners with key takeaways and actionable advice for growing their firms.
We focus on the five areas critical to a CPA firm’s success: leadership, talent, technology, processes and growth. By providing strategies in each of these five areas, we hope to point you in the right direction as you plan for success and prepare for the future.
