Coaching & Media Samples

February - Closing Phone Calls, Increasing Profits

You can be doing the best marketing on the planet ... but be losing sales to a leaky phone. Plus, there are a variety of other "profit drainers" which need fixing during tax season that we also addressed during this training.   I actually "mystery shopped" some of you, pretending to be a hot prospect ...and

January - Early Season Adjustments & Strategy

We broke down "What To Do Right Now", during the rush of early tax season days, and how to maximize your marketing dollars, sales and profits.  

July - Recruitment, Outbound Marketing

During this call, I broke down the process by which we would continually recruit, train and place staff in our 23 offices, spread across 15 different market areas ... as well as a few other year-round strategies.