Done-For-You Services

Online Appointment Scheduler


This is a great way to save a ton of time, and give your clients an easy way to schedule time with you. I recommend you purchase a domain like "" (or some such), and point it to the domain you set up with this service, and voila! You can then include this link in

Clean Your Mailing Lists

Clean Database

We already do this (clean the mailing lists for address corrections, etc.) for folks that send newsletters through us, but if (for some strange reason) you DON’T use our newsletter services these folks are the best. We have a big, fat discount with them because of all the business we do with them, but if

Track Your Incoming Phone Calls


I’m often asked by my clients and Members how to track your marketing response. Here’s where you start. Grab a couple inexpensive phone numbers, and use different numbers in your local promotions, online, social media, email, etc. Compare how many prospects call each number and you’ve got a “quick and dirty” way to track all

Request a FREE Targeted Prospect Mailing List

We want to make your newsletter even more profitable, by helping you use it to “farm” prospects in a radius around your office…and sell your services simply and easily with our Exclusive Newsletter. That’s why we’re eating the cost to pay for qualified leads for your business when you send them just one month of our newsletter. (Frankly, it’s more effective

"Why are relationships with prospects worth investing in sending a print newsletter to them?"

Many service professionals don’t realize how profitable and valuable it is to STOP seeing their clients as yearly transactions, but rather to strategically and systematically build a stronger relationship with them. When you do this, your “client list” changes from being a simple list of names and becomes, instead, a profit-producing, lifestyle-sustaining “herd” … with

"Why does sending a monthly print newsletter make such a difference?"

First of all, it’s the quantity of the touches. Many believe that you can send a bi-monthly newsletter, but our research has definitively shown that there must be a MINIMUM of 10-12 “non-sales” PRINT touches with clients every year in order to obtain maximum value from a client list (direct-response marketing legend Dan Kennedy also

"I hate writing. Will I have to add my own content?"

Perfect! Because while many other newsletter services will charge you an arm and a leg to write customized content, our team provides a MONTHLY dose of “done for you” articles and even offers, such that if you NEVER WANTED TO WRITE A THING … well, you can!

"I enjoy writing -- can I add my own personalize flavor to portions of the newsletter?"

Great! Because not only do you get this monthly “default” content, but we have spent many thousands of dollars developing our website, to provide you with a “dashboard” where you can upload your own articles, pictures, logos, and other personalized info to your newsletter -- and instantly create an outputted PDF file which we can

"So, what does the newsletter look like? Is it professional?"

Of course it’s professional … but it's not intended to be "slick". Here’s why -- even the highest-end clients want that personal touch. So this newsletter (Wealthy and Wise!®), is designed to look like you hunkered down in front of your computer for 20 hours and cranked it out by hand. If you have us print

"Getting newsletters printed and mailed is a royal, monthly hassle. Can you do this for me?"

Again, based on our research and experience in working with tax professionals for almost ten years, I know the plain reality that the implementation of great ideas is a lot harder than what the guru’s promise. So we do it ALL for you. We design, write, customize, print, sort AND mail your newsletter to your clients ...