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How You Answer This Question Determines Your Overall Marketing Strategy

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 …

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Tending Your Herd

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 …

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A Quick Note

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 …

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Feedback

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 …

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