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Episode 92 | Breaking Down The 6 Stages Of The Client Decision Cycle With Rob Jolles
What if you could boil down the client decision cycle into simple steps? The results can be revolutionary for your business! Sought-after professiona…
4 years ago
Episode 91 | Case Study | How Peter Mitchell Of Tax Pro Advisor Generated $240k In Revenue In 3 Months While Cutting His Client Load By 50%
If you've been doing something for a very long time, it can feel like you're stuck on a hamster wheel. If you're a tax practitioner, you're already w…
4 years, 1 month ago
Episode 90 | Setting Yourself Apart From The Competition: How To Sell Your Value With Shannon Weinstein
Do you often find yourself having to negotiate fees and offering free work instead of getting paid for what you're actually worth? In this episode of…
4 years, 1 month ago
Episode 89 | How To Solve Your Staffing Issues And Increase Growth And Revenue With Nate Hagerty
For an organization to grow and be successful, issues need to be addressed, and strategies must be implemented. We have a special guest, Nate Hagerty…
4 years, 2 months ago
Episode 88 | High-Value Service + High-Value Customer Experience Is The Key To Getting High-Value Clients For Your Accounting Firm – With Dominique Molina, AICTP President
Getting high-value clients is the dream of everyone who owns an accounting business. But how exactly do you do it without losing your crowd? Today's …
4 years, 2 months ago
Episode 87 | Case Study | How Kevin Got Rid Of Clients, Raised Fees Over 150% & Boosted His Revenue Exponentially With Kevin Rego
A retired police officer/firefighter after a 30-year career in public service, Kevin Rego is now an accountant who specializes in taxation law. Howev…
4 years, 3 months ago
Episode 86 | How to Improve Who You Hire: Hiring Strategies and Leadership Skills To Manage An Effective Team with Jackie Meyer
Leadership does not start with managing a team. It starts the moment you hire someone. So how do you improve your hiring strategy and retain an effec…
4 years, 3 months ago
Episode 85 | Go For The NO: Setting Your No-Goals And Taking The Leap Of Faith With Andrea Waltz
Start going for nos instead of yeses. Keep track of your nos and set goals for your nos. People are always afraid of failure and rejection, it's time…
4 years, 4 months ago
Episode 84 | It's Tax Season! 3 Reasons Why Now Is The Time To Overhaul Your Firm With Denise Mandeau
Tax season is almost upon us, and with it comes a time crunch. Isn't it time you looked at overhauling the way you do business? Michelle Weinstein a…
4 years, 4 months ago
Episode 83 | Devin Whyte Quit His Corporate Job And Now Earns $30k A Month In His Own CPA Firm. Here's How He Did It!
Are you sick of your corporate job? Michelle Weinstein welcomes her masterclass student Devin Whyte, who went from $3500 to $30k a month in his firm.…
4 years, 5 months ago