help your tax clients, help yourself

beware the opportunity graveyard.

by ed mendlowitz
tax season opportunity guide

many opportunities only come along once. the way to be successful is to not let them pass by without acting on them or taking advantage of them.

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spotting opportunities is quite easy if you are looking for them – and extremely difficult if you don’t have a clue of client needs or wants.

  1. opportunity: something that comes up once where you can take advantage of it.
  2. lost opportunities: not acting when you should to help the client.
  3. an opportunity is something that comes your way for advancement or success – you need to be alert to it.
  4. occasionally it is a one-time situation.
  5. many overlooked opportunities cannot be recouped.
  6. every opportunity represents additional ability to
    • help a client,
    • make more money and
    • have more fun if it is a challenging situation.