Tag Archives: long-term relationship

Procrastinators Welcome

I'm in beautiful Scottsdale, mixing with about 1,000 serious entrepreneurs and small business owners at the annual InfusionSoft conference. The subject? Putting your marketing on "auto-pilot". Most tax and accounting professionals haven't taken the time (or don't know how) to add marketing systems into their business. Sure, they'll systemize the return-preparationprocess, or the write-up process...but

Viral follow-up

A leader is best when people barely know he exists, when his work is done, his aim fulfilled, they will say: we did it ourselves. - Lao Tzu We're getting close to the end of "peak" for many tax businesses--when I ran the marketing for our tax firm, we had taken in about 65% of

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