{"id":120059,"date":"2023-11-29t11:55:10","date_gmt":"2023-11-29t16:55:10","guid":{"rendered":"\/\/www.g005e.com\/?p=120059"},"modified":"2024-08-27t17:00:31","modified_gmt":"2024-08-27t21:00:31","slug":"nine-ways-to-use-the-1-20th-tax-client-marketing-rule","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/11\/29\/nine-ways-to-use-the-1-20th-tax-client-marketing-rule\/","title":{"rendered":"nine ways to use the 1\/20th tax client marketing rule"},"content":{"rendered":"
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elevate your service beyond tax prep.<\/strong><\/p>\n by ed mendlowitz<\/i> what would happen if you set goals at a higher level?<\/p>\n the following is restricted to tax return clients only, and can be exceeded by you if you think this goal is too low. more on marketing: <\/b><\/strong>fifteen services a salesperson can sell<\/a> | twelve ways to establish your brand<\/a> | want more tax clients? here\u2019s how<\/a> | seven keys to a complete succession plan<\/a> | the tax effects of buying or selling a business<\/a> | elder care: not sexy, but vital<\/a> | how to guide clients through divorce<\/a> | help clients manage their investments<\/a> 1\/20th<\/sup> rule:<\/strong> to receive additional revenues, target meetings with 1\/20th<\/sup> of your eligible tax preparation clients a year. this is an opportunity to help them and elevate your service beyond the preparation of their tax return. note that you will have to call much more than 1\/20th<\/sup> of your clients to get meetings with 5 percent of them, but it will be well worth the effort.
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