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...]

How To Get Organized, Fast

Are you stuck in a rut? Do you feel like every time you reach out to your clients you have to talk taxes? Ever feel like your clients simply aren’t interested? You’re not alone. In fact, you’re in very good company. Most accountants feel the same way. The problem is, they don’t know what to do about it. While your clients definitely want you to share tax insights from time to time (after all, that’s why they hired you), truth is, tax strategy probably isn’t on their top ten list of “things … [Read more...]

How To Get Organized, Fast

We want to tell you a story. Once upon a time, in a village far, far away there lived a financial planner. This financial planner knew a few CPAs and he was trying to build better relationships with them, in hopes that it might lead to business referrals. The financial planner was always reaching out to his CPAs friends, offering tips and tricks and helpful strategies whenever he could. He covered just about every topic he could think of…except for anything having to do with business … [Read more...]

How To Empower Your Clients To Melt Stress Away

Last week we told you all about Evernote and how it can minimize stress and maximize productivity during tax time. This week, we want to share tips on how you can empower your clients to melt away stress all year long using Quickbooks. Chances are, some of your clients are using it; however, in most cases, they’re not using it to its full capability. Most small business owners know Quickbooks can help them track day-to-day income and expenses. Yet often, that’s where their understanding … [Read more...]

How To Attract More High Net Worth Clients Into Your Financial Planning Business

Last week we told you all about Evernote and how it can help strengthen your professional relationships and enhance your productivity. This week, we want to share insights on a tool you can use to attract more high net-worth clients into your financial planning business: Quickbooks. Chances are, some of your clients are using it; however, in most cases, they’re not using it to its full capability. Most small business owners know Quickbooks can help them track day-to-day income and … [Read more...]

How To Stop Stressing At Tax Time

Do you ever wish your clients were more organized? Imagine if every time you need a document, your clients were able to share it with you in a matter of minutes—regardless of if they took your call from home, the car, the office or even when they’re on vacation in Aruba! And think on this: What if every time your clients needed a copy of a W-2 form or an old tax return you could share it with them in a flash? Sound too good to be true? Read on… Tax season is stressful in and of itself. Throw … [Read more...]