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 […]
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 advisory 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 for some
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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
Work is not man’s punishment. It is his reward and his strength and his pleasure. – George Sand How’s your tax season going? Many of my clients are in “peak season” right now, so as usual for this time of year, I’ll keep this post short–a little “shot in the arm” to make sure you’re
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