FOR FINANCIAL PROS: ACCOUNTANTS, CPAS, TAX PROS, FINANCIAL PLANNERS & ADVISORS

Get Bi-Weekly Business Growth Insights Delivered to Your Inbox - For Financial Pros

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Be a part of the financial advisors who receive practical, actionable strategies to build scalable, valuable practices - without the burnout.

Get Clients. Keep Clients. Work Less. Profit More.

What You'll Get Bi-Weekly:

SNAPER: Simplified, No-Fluff, Achievable, Practical, Educational & Results-Driven

  • Insights and Ideas - Actionable strategies to improve your practice

  • Case Studies - How advisors at $1M-$5M are scaling systematically

  • Quick Wins - Simple changes that create immediate results

  • System Breakdowns - Behind-the-scenes look at what's working now

  • Exclusive Resources - Templates, frameworks, and tools you can use immediately

What will we discuss?

  • Marketing & Lead Generation

  • Sales & Client Conversion

  • Operations & Systems

  • Automation & Technology

  • Team & Delegation

  • Pricing, Profitability & Valuation

No fluff. No generic advice. Just proven strategies I gained from 35+ years as a financial professional helping small to medium sized businesses.

Why Financial Professionals Subscribe:

  • Learn What's Actually Working - See real systems behind-the-scenes that allow practices to scale

  • Stay Ahead of the Curve - Get insights on business systems, delegation, automation, artificial intelligence, and growth strategies before your competitors do

  • Save Countless Hours - Skip the trial and error. Learn from pros who've already made the mistakes (so you don't have to)

  • Build Real Business Value - Discover how to create a practice that runs without you - and sells for 3-5x revenue instead of 1x

  • Get Exclusive Access - Frist access to new programs, templates, checklists, cheat sheets and tools you can use when you need them

What You WON'T Get:

This isn't another generic business newsletter.

  • Daily emails (just once per week)

  • Sales pitches every email (mostly pure value)

  • Rehashed blog content (original insights only)

  • Generic small business advice (100% financial advisor-focused)

  • Motivational fluff (actionable strategies only)

This is substantive, practical, advisor-specific content you can actually use.

88-Point Comprehensive Assessment

AI-Powered Action Plans

Built on Enterprise Platform

Business Growth One Lite Included

Created by a Financial Pro

Patrick Muldoon, CPA - Founder & President, Business Growth Success

Patrick Muldoon, CPA - Founder & President of Business Growth Sucess

35+ Years in Financial Services:

  • Business Growth System Architect

  • Big 4 Accounting (PricewaterhouseCoopers, Deloitte)

  • VP Finance/CFO/Controller roles

  • Investment Advisor (RBC Dominion Securities)

  • CPA designation (Chartered/Certified Professional Accountant)

  • Business & Systems Consultant

  • Experienced Programmer

It's a Double-Edged Sword

"Business technology has attained hockey stick growth in the last year or two. This has made it significantly easier, and cheaper, to bypass your competitors.

However, its a double-edged sword. They can just as easily leap ahead of you if you are not prepared. Be prepared!"

~ Patrick Muldoon, CPA

Recent Newsletter Topics: Real Strategies You Can Use

Here's what subscribers have been learning lately:

The 3-Pipeline System That Scales to $5M:

► How to structure your CRM with three separate pipelines (sales, onboarding, ongoing) so nothing falls through the cracks. Includes exact pipeline stages and automation triggers. Practices implementing this report 40% reduction in missed follow-ups.

Why Your Website Only Converts at 0.5% (And 7 Quick Fixes)

► Most financial professional websites convert visitors to leads at 0.5-1%. This breakdown shows why and walks through 7 specific changes that reliably push conversion to 2-4%. One subscriber implemented all 7 and went from 3 leads per month to 14.

How AI Chatbots Book 40% More Consultation Calls

► Real case study of a financial advisory practice that added an AI chatbot to their website. Exact setup, cost, scripts used, and 90-day results. Their consultation calls went from 8/month to 12/month with zero additional ad spend.

Automate Client Onboarding: Save 5 Hours Per Client

► Step-by-step system for onboarding new clients using email sequences, automated forms, and workflow triggers. Includes exact timeline, templates, and the one tool you need. Takes 4 hours to set up, saves 5 hours per client forever.

The Content Calendar That Fills Your Pipeline

► 12-month content plan specifically for financial professionals. Includes topics, formats (blog, video, social), and the exact distribution strategy that generates 20-30 qualified leads per month. Steal the entire calendar and adapt it to your practice.

This is the type of specific, actionable content you'll get every two weeks.

Your Privacy is Protected

We take your privacy as seriously as you take your clients' confidentiality.

No spam: Bi-weekly newsletter to provide value

No sharing: We never sell, rent, or share your information with anyone

No tricks: Unsubscribe works immediately with one click - no "processing" delays

No tracking abuse: We track open rates and link clicks for content improvement only, never for invasive remarketing

GDPR compliant: Full data privacy and security

Your trust matters. We've built our entire business on being the type of company we'd want to work with.

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Frequently Asked Questions: FAQs

How often will I receive emails?

The newsletter goes out once every two weeks.

Will you spam me with sales pitches?

No. 80% of emails are pure educational value with no sales pitch whatsoever. The other 20% may mention our programs if they're genuinely relevant to the topic we're discussing in that edition. You can unsubscribe anytime with one click. It is permanent and we honor that immediately.

Is this just for big practices?

No. Whether you're at $0K or $10M in revenue, these strategies apply. We focus on systems and principles that scale at any level. Solo practitioners get as much value as 25-person firms because the fundamentals of business growth are the same - you just apply them at your current scale.

What if I want more than just the newsletter?

Newsletter subscribers get first access to new programs, templates, and tools. You'll also receive exclusive subscriber-only offers and early-bird pricing on our programs like the Business Growth 360° Diagnostic & Roadmap and Business Growth One plans. Many newsletter topics link to deeper resources, and you're always welcome to book a free strategy session to discuss your specific situation.

Can I unsubscribe?

Of course. Every email has a one-click unsubscribe link at the bottom. The unsubscribe is immediate and permanent - unlike other companies who seem to keep emailing you anyway. You can always re-subscribe later if you change your mind.

What topics do you typically cover in the newsletter?

Each newsletter focuses on specific, actionable topics. Recent examples: How to automate client onboarding (save 5 hours per new client), The 3-pipeline system that scales to $5M (exact breakdown), Why your website isn't converting (and 7 quick fixes), How AI chatbots book 40% more consultations, The $200K mistake most practices make with pricing. We cover systems, automation, marketing, sales, operations, and scaling strategies - all specific to financial services practices.

Is this newsletter only for CPAs and accountants?

No, it's for all financial professionals including CPAs, accountants, bookkeepers, tax professionals, estate & financial planners, and financial advisors. While Patrick is a CPA and former investment advisor, and many examples come from accounting practices and investment advisories, the business growth principles, systems, and strategies apply to all financial services practices. If you charge for your expertise and want to scale systematically, this newsletter is for you.

How long are the newsletters?

Most newsletters are 5-7 minute reads (800-1,200 words). Long enough to be substantive and actionable, short enough to read over coffee. We respect your time - no fluff, no filler, just the strategy or system you need. Some weeks include a bonus resource (template, checklist, or tool) for deeper implementation.

Do you share subscriber information or sell my email?

Never. Your email address and information are completely private. We don't share, sell, rent, or trade your information with anyone. Ever. You'll only receive emails from Business Growth Success. We respect your privacy as much as you respect your clients' privacy.

What makes this different from other business newsletters?

Three key differences: (1) Financial services specific - not generic small business advice adapted to financial pros, but strategies built specifically for our industry. (2) Systems focus - not motivational fluff or theory, but actual systems you can implement this week. (3) Written by a CPA with 35+ years in financial services - not a marketer who's never been in your shoes. You're learning from someone who's lived your challenges and built the systems that solve them.

Can I share the newsletter with my team?

Absolutely! Forward any newsletter to your team members. Even better, have them subscribe directly so they never miss an issue. There's no limit on subscribers from the same firm. Many practices have their entire team subscribed so everyone stays on the same page with growth strategies.

I'm already overwhelmed with emails. Why add another?

Fair question. This newsletter actually saves you time and increases your revenue. Instead of spending hours searching for growth strategies, testing tactics that don't work, or attending generic webinars, you get proven, tested systems delivered to your inbox. Five minutes reading one newsletter often saves 5-10 hours of trial and error and gives you more ways to grow your firm. Subscribers frequently tell us it's the one email they actually read every time because it's immediately useful.

Are there archives of past newsletters I can read?

Yes. Once you subscribe, you'll receive a welcome email with links to our most popular past newsletters so you can catch up on what you've missed. We also maintain an archive on our website (subscriber-only access) where you can search by topic or date. This way you have a growing library of strategies to reference whenever you need them.

What if I have a question about something in the newsletter?

Just hit reply! Every newsletter comes from a real email address that Patrick and the team monitor. We read every reply and respond to as many as we can (usually within 24-48 hours). Many of our best newsletter topics come from subscriber questions - so if you're wondering about something, others probably are too.

Is there a cost to subscribe?

No, the newsletter is completely free. No credit card required, no trial period that converts to paid, no hidden costs. It's genuinely free, forever. We provide this value to build relationship and establish trust. When you're ready for more - whether that's the Business Growth 360° Diagnostic, Business Growth One, or booking a strategy session - you'll know exactly who we are and what we deliver.

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