Dale provides high level consulting and training support to accounting and financial advisory firms in relation to strategy, workflow, client management, team development and marketing. Over the past 25 years, Dale has worked with over 3,000 accounting and financial advisory firms and other SMEs in a consulting or training capacity. He has an extensive knowledge of professional firms and the factors involved in achieving positive change. He has written blogs, articles and eBooks for industry suppliers and associations including CPA Australia and CAANZ.
Accounting firms are known for their precision and reliability — but too often, they’re also known for playing it safe when it comes to marketing. In this session, we’ll challenge you to break through the noise and claim your place as a trusted advisor, not just another accountant. We’ll explore why marketing isn’t optional, what it takes to inspire loyalty and attract new clients, and how to energize your team as ambassadors for your firm. You’ll discover how AI can elevate — or sabotage — your efforts, and walk away with strategies to build a bold, confident brand that stands out.