What if there was a straightforward way to improve profitability and reduce liability for your tax practice? Creating a written tax plan can separate the professionals from the amateurs. Anyone can come up with an idea and call it a tax plan. The real question is whether that idea will hold up under scrutiny. Will […]
Why Tax Planners Need a Written Tax Plan Read More »
You’ve been waiting and waiting for the perfect time to reach out to your list of CPAs so you can establish mutually-beneficial relationships with them. The wait is over. You’ve read our past blogs and have done everything you can to make their lives easier during this crazy time of year. And now, the time
What To Do While You Wait on CPAs Read More »
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
How To Work Within A CPAs Schedule Read More »
Last week, we started this month’s blog series by sharing How To Create A Website That Converts. This week, we’re going to help you learn how to effectively promote your business on social media. If you’re not showcasing your business on social media, well, you should be. You’ve got tons of new leads that are
10 Things You Must Do On Social Media Now Read More »
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
The Power of Partnering Read More »
Last month, I had the opportunity to interview John Pollock Certified Tax Coach in Dallas, Texas. John has built a phenomenal video blogging system at his website www.dallastaxcoach.com. We discussed why VLOGGING is the wave of the future and what you can do to catch it! DM: You’ve invested over $50,000 and hundreds of hours
Take Your Blog Into the Future With Video Read More »