How To Conduct An Income Growth Strategy Session

growth tax time

During tax season, most CPA’s put in at least 60 hours of work each week. They don't have the ability to look at growth opportunities for their clients at this time. It’s an exhausting few months filled with tight deadlines, anxious clients and more often than not, too few hours in the day to get everything on the to-do list done. It’s not uncommon for the clients your CPA networks manage to request help growing their wealth during tax season. After all, for many, this is when they take a … [Read more...]

How Technology & Outsourcing Can Save You Big Money

Outsourcing Technology

If you’ve ever been to a conference or meeting where a panel of people behind 7 figure success stories share their secrets, you’ve most definitely heard at least one tell you the secret to success is to spend your time working on the tasks that ONLY YOU can do and to begin outsourcing everything else. They’re right. There is absolutely no reason you should be emptying the trash, stocking the kitchen, scanning in tax forms, or securing signatures from your clients in person at this stage in … [Read more...]

How To Help Your Clients Get Organized At Tax Time

Get Organzied

Earlier this month we gave you a glimpse into the typical day of an accountant and last week, we taught you about some great time-saving hacks and technologies that you could share with the CPAs in your network. This week we’re going to give you some tips on how to add value to your relationships with clients by assisting them in coordinating their tax documents for their CPAs and get organized. By helping your client get organized for tax season, you’ll also be helping your client’s CPA. … [Read more...]

The Surprising Link Between Workplace Efficiency & Your Budget

Budget Effeciency

As a tax business owner, you know the importance of constantly looking for ways to reduce costs.  Over the next four weeks, we’re going to help you by sharing four of our favorite cost-reduction strategies. We’ll start by taking a deep dive today into the benefits of increasing workplace efficiency. Workplace efficiency has a sort of domino effect to it: Every time you practice efficiency in the workplace, you decrease the amount of time (and money) you need to spend in order to get things … [Read more...]

How To Work Within A CPAs Schedule

CPA Schedule

As a financial advisor, it’s always good to expand your connections and try to create relationships with new CPAs. In order to do that, it’s important to keep in mind just how hectic tax season gets for CPAs. This will allow you to respect their time and give you the ability to know how to best connect with them and work within their schedule. Let’s take a glimpse into a typical day in the life of a CPA. The average accountant works 60 hours per week during tax season. Most CPAs start each … [Read more...]

How To Turn Email Subscribers Into Paying Clients

Every time you go to a networking event or get introduced to a new CPA by a client or referral partner, you have an opportunity to grow your email list. And if you haven’t heard, there’s money in your list. Big money.  While you can’t collect a stack of cards at an event and throw all of those email addresses into your CRM without risking an expensive slap on the hand; you most definitely can add them to your list after acquiring permission from the account holder to do so. And that’s not so … [Read more...]

How To Get Noticed By CPA’s

Sometimes, financial advisors need to get a little creative in order to get the attention of the CPA’s that can refer boatloads of clients to them.  This month, we’re going share four creative strategies to do just that. And chances are, you’ve never considered any of them—until now. If there’s one area in marketing that CPA’s really struggle with, it’s digital marketing.  The fact is, most seasoned CPA’s are pretty old school in their approach. Their websites are antiquated. They have … [Read more...]

How To Create A Website That Converts

Have you ever wished you had the key to converting more of your leads into paying clients? We’ve got good news you. This month we’re going to share four keys! Today we’re going to identify 9 action steps to take to create a website that converts. Next week, we’ll share insights that will help you promote your business effectively in the social sphere. In week three, we’ll get up close and personal with email marketing and then we’ll wrap up the month with video marketing tips in week four. … [Read more...]

The Smartest Way To Clear Clutter

The conversation usually goes something like this: You: “What charitable contributions did you make this past year?” Your Client: “Hmmm. I donated the old couch to Goodwill sometime last fall. And in May I stopped by the Salvation Army to drop off four bags of clothes the kids outgrew.” You: “What was the value of that?” Your Client: “Oh I don’t know. They gave me a receipt but it was blank. They told me I should fill it in. What do you think it’s worth?” If you’re like many CPA’s … [Read more...]

The Smartest Way To Clear Clutter

As a Financial Advisor, your clients see you as the go-to guy (or gal) for just about everything that has to do with money. As perfectly proactive as you are, there’s one area of financial management that many advisors don’t dig into deeply enough with their clients: philanthropy.  For whatever reason, it’s simply not a topic that’s bridged very often unless you’re managing portfolios for exceedingly wealthy clients with private foundations and/or charitable trusts. However, truth be told, a … [Read more...]