• Episode 149 | Building An Effective Enrollment Process With Bruce Gerstenfeld

  • Jan 1 2025
  • Length: 29 mins
  • Podcast

Episode 149 | Building An Effective Enrollment Process With Bruce Gerstenfeld

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  • Summary

  • Michelle Weinstein speaks with Bruce Gerstenfeld, a CPA with over 20 years of experience, about building an effective enrollment process for a legacy firm. Bruce shares his personal journey of taking over his father's accounting firm and the challenges he faced when updating old systems and pricing structures. Discover how he overcame fear, raised prices, and transformed his firm into a thriving business while still maintaining client loyalty. Tune in for insights on making bold changes that lead to business growth.
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