You can 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. You’ll save them from having to waste time trying to get what they need and in […]
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John Elway. Brett Favre. Peyton Manning. Tom Brady. Even if you’ve never watched a game of football in your life, you’ve probably heard at least one of those names (after all, who hasn’t seen one of Peyton’s commercials?) These are 4 of the best quarterbacks to play the game, ever. But what makes them great
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It’s the most wonderful time of the year… Anybody else remember that commercial? If you’re a parent, you know what Staples was talking about. It’s August. Summer is coming to an end. You’re shopping for new clothes, shoes, and supplies, and you’re counting the days until your kids get on that bus and go back
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Financial advisors tend to see the relationship between advisors and CPAs as strategic, well-balanced and win-win. From your vantage point, you’re bringing value to the relationship by providing your services. And the CPA is bringing value to it when they refer you to their clients. Unfortunately, CPAs don’t usually see things the same way. The
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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
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I’m often asked about the best thing someone can do to market their tax planning business. If you’ve watched me answer this question before, you’ve heard me explain that relying on one idea won’t get you the success you desire. However, that doesn’t mean that all marketing ideas produce the same results. Of course there
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