Show notes
SponsorsDiscover.AI - discover.ai Marcus and Rachel set a goal of 15 new monthly clients for all of 2026 — and blew past it by June, landing 20. They walk through the $101,415 in onboarding fees that came with those clients, why 85% of that growth traces back to referrals and existing relationships instead of paid marketing, and what a 75% jump in PTO usage tells them about their new flexible time-off policy.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Retreat Recap Setup(01:15) - Mexico Travel Lessons(03:07) - Goals And Metrics(07:22) - New Client Wins(14:22) - Onboarding Fees Breakdown(19:22) - Tax Plan Adds(20:17) - Flexible PTO Results(23:14) - PTO Policy Evolution(26:31) - Why Unlimited PTO(28:36) - Onboarding Workflow(35:14) - Two Week Onboarding(41:19) - Where Clients Come From(54:13) - Relationship Marketing Tips(56:07) - Wrap Up And Contact