What's Broken About BizDev in Accounting? + 2025 AAM Summit Recap

In this episode of Breaking BizDev, John and Mark dive into the complexities of business development within the accounting industry, like the steep challenges of differentiation, pricing models, and the annual scramble leading up to tax day.

John shares his extensive experience with accounting firms and highlights insights gathered from the 2025 AAM Summit Conference (‪@AAMHeadquarters‬) in Phoenix, AZ. The episode features quick interviews with sales and marketing professionals at the conference, who shared their perspectives on the most pressing issues in business development—ranging from the friction between marketing and sales to the misalignment of partner involvement.

Tune in for a dynamic conversation rich with expert opinions and actionable advice, all aimed at breaking down what's broken in the accounting industry's approach to business development.

CHAPTERS:
00:00 Introduction
02:27 What's Broken About BD in Accounting
06:32 Key Takeaways From AAM Summit 2025
13:46 Anthony Harlan, BPM LLP
15:57 Adam Wolf, MYCPE ONE
18:20 Tina Branham, ALL-STATE LEGAL
21:41 Allie Blessing, Mauldin & Jenkins
23:08 Joe Pope, Hinge
26:31 Cece Roeder, Christianson CPAs & Consultants
28:12 Arlene Labrador, Cherry Bekaert
31:18 Austin McNair, Hinge
34:08 Closing Remarks

Special thanks to the contributions of sales and marketing professionals from ‪@HingeMarketing‬ ‪@BPMLLP‬ ‪@mycpeone‬ ‪@aslegal1946‬ ‪@mauldinjenkinsllc‬ ‪@CherryBekaertCB‬

#businessdevelopment #sales #marketing #accounting #podcast