Self-Study Video

Autopilot Advertising: Automated Marketing at Work (Self-Study Video)

1 Credits: Communications & Marketing


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Autopilot Advertising: Automated Marketing at Work (Self-Study Video)

Self-Study Video
Course Level
CPE Credits

1 Credits: Communications & Marketing

Course Description

This course was recorded live at the 2023 New Money Summit.

Unlock the power of automation in marketing with this transformative course, designed specifically for CPAs and accounting professionals. In a world where marketing can often be the key differentiator between success and stagnation, learn how to construct a marketing machine that not only generates leads but also nurtures them effectively and predictably with minimal time investment. This session promises to equip you with actionable strategies and insights to automate your marketing efforts. Through a blend of theory and practical examples, you will discover how to turn your marketing into a self-sustaining ecosystem that continually cultivates high-quality leads, allowing you to focus on what you do best without having to worry about where future business comes from.

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Learning Objectives

Upon completion of this course, participants will be able to:

  • Outline the fundamental principles of marketing automation and how they can be applied within the accounting and tax profession.
  • Implement a comprehensive plan to automate lead generation, nurturing, and conversion processes.
  • Apply practical tips and tricks to optimize the marketing funnel for efficiency and effectiveness.
  • Measure the success of automated marketing initiatives using key performance indicators relevant to the accounting sector.
  • Identify common pitfalls in marketing automation and learn how to avoid them.
  • Implement a step-by-step blueprint for creating a marketing system that grows your client base.
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Course Specifics

Course ID
Revision Date
January 22, 2024


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Bogdan Constantin serial entrepreneur and investor. He previously founded Menguin – the world’s first online suit and tuxedo rental company. He scaled the business by over 10,000% and within 2.5 years sold to the founder of Men’s Wearhouse. Post-sale he was the CMO of Generation Tux Holdings, where he grew the business by over 400% within 3 months. He then founded and led Voxie – a leading text marketing platform that he raised over $35M of venture funding for and grew to sending billions of messages for leading brands like Edible Arrangements, Jersey Mike’s, AT&T and more. Bogdan is now building …