Tag Archives: multi-step marketing

[Classic Hagerty] Monetizing Your Phone During Tax Season

I *just* got back from Palm Springs, meeting with one of my marketing mentors, and while I was there, one of the things I thought about was the importance of having CLEAR goals in mind for every client interaction which you or your office has. And I was reminded of this piece we posted a while

Time For You To Make Some Offers Pt. 2

Every year, while directing the marketing for a multi-million dollar tax firm, I broke down our marketing plan in 3 key areas: 1) Existing Client Retention As you no doubt have realized, you CANNOT "assume" that your existing clients will come back to you this tax season. That's especially true if you don't have any

Six Marketing Musts For Tax Season

I have a short admonition for you today. Prepare your marketing for tax season now. It's very tempting to take this time between the just-completed extension season and the beginning of January to rest and let what comes of tax season be of the harvest which you may have reaped from last year, and over the

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

I Thought of You Yesterday Morning

I was at a business/prayer meeting yesterday morning (yes, weird combination for some, but I roll with it), and I was thinking about how small business owners become clients, for businesses like yours. Folks at this meeting were praying for their clients' success and general welfare (something we do around here too), as well as

Making Your Appointments Pay More

I'm writing from sunny Hilton Head Island, my family and I taking a much-deserved rest from all of our world traveling ... to travel some more! (editor -- probably should work on the logic there!) And for my daughters, who have never seen the ocean, it's been an incredible week of "firsts". I wish we

How Can I Tell You This Story?

I'm wracking my brain for how I can concisely tell you the story of my time here in Africa, and how to tie it up in an actionable strategy for how you can grow your firm. But, if you'll pardon the cliche, words are failing this ol' copywriting expert, for once! I've actually kept my

Responding To Fear

The Dow tumbled the other day, the jobs numbers from today STINK, and a whole new round of fear is gripping the marketplace. What will you do about it for your business? Well, here's a simple place to start: You have a veritable goldmine of profits available to you, and you may not even know

Tax Firm Website Tips

About 18 months ago, I was invited to speak to a small group of high-level estate planning lawyers about web marketing and prospect follow up -- and how critical it is for those in their profession -- AND for tax and accounting professionals. (Truly, because consider: Besides TurboTax, do your clients EVER pull the trigger

Email Marketing for Tax & Accounting Professionals

There's a reason why most tax & accounting professionals think email marketing doesn't work: They don't do it right. Shoot, I don't blame them! After all, those tax tips which come with your commoditized website are handy, and may as well send out that monthly newsletter, right? After all, it's "free" -- part of the

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