Case Study: From 1 Tax Lead Per Month to 3-5 Tax Leads Per Week

Share on

Most tax or accounting firm owners know that they can genuinely help taxpayers and business owners keep more money in their pocket, and once they get in front of those folks, they’re able to explain exactly how they can do that.

But the problem many firm owners face is how to get in front of the people they can help.

How do you get the attention of new tax leads?

The “old way” of drumming up new accounting or tax leads has become all but obsolete in our internet age. 

Tax firm owner Steve Padgett “took a gamble” on internet marketing with AdvisorProMarketer in 2016, after he realized his faithful attendance at local Chamber meetings failed to produce reliable new business for his firm. The phone wasn’t ringing.

In this interview with AdvisorProMarketer CEO Nate Hagerty, Padgett shares about his firm’s progression from a small firm with 1 new tax lead per month to a secure firm fielding 3-5 new tax leads per week.

Sister company of TaxProMarketer

© 2007 – 2022 AdvisorProMarketer | Relational Marketing for Accountants & Advisory Firms.

Terms of ServicePrivacy PolicyEarnings Disclaimer