Ep. 27 | Finding Your Niche
Summary
Greg Cornerstone joins the Mr. R Show to discuss his transition from a generalist to a real estate-focused CPA firm. He shares insights on acquiring a practice, rebranding to REI.cpa, and shifting client relationships from the owner to the team. The episode covers strategies for nurturing centers of influence through local real estate networking and using specialized language to attract ideal investors.
Topics discussed
Introduction and host banter
Guest background and firm history
Transition to solo practice and niche selection
Branding, domain strategy, and digital presence
Managing client relationships after acquisition
Team culture and leadership philosophy
Lead filtering and client onboarding process
Networking strategies and centers of influence
Speaking to clients vs. peers and terminology
Onboarding best practices and technology tools
Client expectations and service boundaries
Future growth plans and revenue mix
Closing remarks and show resources
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