Unlock the secrets to thriving in the financial services industry as we bring you an engaging discussion with Luigi Rosabianca and Matthew Meehan from Shield Advisory Group. With their journey from the high stakes of Wall Street to founding a firm dedicated to supporting small and medium-sized businesses, Luigi and Matt reveal the strategies that have fueled their success. Tune in to discover how their unique partnership has enabled them to provide vital guidance, especially during the turbulent times of the COVID-19 pandemic. Hear about their innovative collaborations with CPAs and accounting firms across the U.S., where they offer resources like the ERC tax credit, creating a positive impact for countless small business owners.Learn how to future-proof your business with proven techniques to maximize growth and diversification. Luigi and Matt stress the importance of a multi-channel marketing strategy to avoid the pitfalls of over-reliance on a single platform. They also share insights into balancing branding efforts with direct consumer interactions. Gain valuable knowledge on cross-selling and upselling services within the accounting sector to enhance client relationships and revenue streams. Conclude your listening journey with powerful strategies to position yourself as a trusted advisor, attracting high-paying clients and unlocking your business's full potential.Send us a textThis episode is brought to you by Bill.comReady to take your finances to the next level? See how BILL Spend & Expense can power up your business and get that free grill at http://bill.com/cfochronicles Ready to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

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