Tag Archives: multi-step marketing


It's a funny thing to go to bed, and then wake up to find out that you're now a best-selling author. That's what happened to a bunch of my clients, who participated in a book launch (about taxes) with my pal Nick Nanton and me. I was at a conference with him yesterday, and he

A revealing conversation

"In order to succeed, your desire for success should be greater than your fear of failure." - Bill Cosby I hope you're enjoying the relative calm after tax season! Today, I want to open your eyes... You see, I regularly get approached by leaders of service professional industries *besides* tax/accounting to discuss how they might

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

This will take some guts -- but it works

"Discovery consists of looking at the same thing as everyone else does and thinking something different." - Albert Szent-Gyorgyi Now that we're almost halfway through tax season, I wanted to give you a quick "shot in the arm", and how you can make up for revenue you THOUGHT you may have had...but currently don't .

Tax Season Marketing Right Now

Far and away the best prize that life has to offer is the chance to work hard at work worth doing. - Theodore Roosevelt It's a crazy week for you right now, I know. Personally, it's pretty crazy at the Hagerty homestead, as well--my son just came out of surgery. It was a "routine" matter

Lovin' What We Get To Do

There is joy in work. There is no happiness except in the realization that we have accomplished something. - Henry Ford Every morning, I have a ritual. I brew myself a cup of joe, and sit down on the couch in our family room, and spend time reading, praying, thinking. The kids don't wake up

Wrecked, but still standing

He who loses wealth loses much; he who loses a friend loses more; but he that loses his courage loses all. - Miguel De Cervantes I'm not quite sure when this Haiti thing broke in my heart, but I *do* know that driving to a weekly prayer group this morning, listening to NPR describe the

Tax Season Marketing Basics

You want to work smart, but you also want to work right. -James Malinchak I don't know about you, but I've been doing some reflections on the last ten years, and all the changes we've seen. The internet has transformed the way we do business. Social Media is entering a transcendant stage. The national scene

Creative Holiday Thinking

"Behold, I make all things new." Revelation 21:5 If you've been reading my writing for any length of time, you've likely figured out that my particular faith tradition is Christian. That is, I make it my goal in life to follow Christ, wherever he might lead. And, of course, I fail regularly in this pursuit.

Monetizing your phone?

"If you keep thinking about what you want to do or what you hope will happen, you don't do it, and it won't happen." - Desiderius Erasmus I'm gearing up for the holidays with my family, which will be extra special this year with our new kids at home. I can't fathom the grace which