I usually touch base with you on Fridays, but I’m flying to NYC tomorrow morning for a long weekend with my wife. First time away from the (now four!) kids for any extended period of time. We’re going for the launch party for my great friend’s book, A Walk Across The Sun, which is going […]
Time For You To Make Some Offers Pt. 1 Read More »
First, some quick business for clients, and those who might be contacting our office in the next few days… Our offices are closed today and Monday, which means that those of you who use our email marketing service will not see your emails posted until Tuesday (I don‘t write them ahead of time, preferring to
Holiday Hours, And A Meditation Read More »
As I mentioned in the title, my daughter, Lily, turns 8 today. We adopted her this summer from Uganda, and she was found at a very young age at a refugee camp on the border of Sudan. Until this summer, she had spent her entire life in a large orphanage in a small town in
The First Time She Is Celebrated… Read More »
I was out in LA last week, meeting with a business mentor, and he reminded me of something that I’ve lost sight of, at times — and it occured to me that the timing for YOU, couldn’t be better for a similar reminder as we gear up for tax season. You see, the Pareto principle
Sometimes You Gotta Cut The Fat Read More »
I hope that you’re thinking hard this month about your marketing strategy for tax season. That you’re taking my advice from last week to heart, and mining for gold within your existing client list. But what about new clients? Let me begin by asking you this question… What is getting a new client worth to
How You Answer This Question Determines Your Overall Marketing Strategy Read More »
My wife and I piled the kids into the Suburban and made the cross-country trek back to Charlottesville, Virginia (where we lived for 10+ years) for a wedding. We’ve already had a fantastic trip (yes, four kids in the car did GREAT), but it’s true: you can never really “go back”. The kid at the
What To Do Right Now Before Tax Season Read More »
November is right around the corner … and how are your relationships with clients just about now? Do they eagerly anticipate hearing from you — on MORE than their particular tax or books questions? Now is the time to do something about building momentum within your list before tax season, because if you wait until
It’s one thing to have a client list. It’s a whole ‘nother thing to have a responsive and loyal list. That’s what we call around here a “herd”. So, how do you build that kind of loyalty? A bunch of ideas for you today… 1. Personality One of the first things you need to understand
On Building A Real Herd Read More »
Many of our clients and contacts (and, probably you) are knee-deep in extension work today, so I’m keeping this short and pertinent for what you and your staff should focus on NEXT week… 1) Be sure to reach out to extension clients with a sincere “thank you”. It’s easy to let this step slide during
So, we received this note from a client last Friday, and we asked for permission to re-print it in full. It speaks to a couple things I want to emphasize to you today…[emphasis added] I do not remember if I conveyed this to you or not. When I sent out my tax organizers, on the
