{"id":27052,"date":"2013-03-04t22:29:29","date_gmt":"2013-03-05t03:29:29","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=27052"},"modified":"2024-11-26t12:42:49","modified_gmt":"2024-11-26t17:42:49","slug":"nine-things-you-need-to-teach-your-clients","status":"publish","type":"post","link":"\/\/www.g005e.com\/2013\/03\/04\/nine-things-you-need-to-teach-your-clients\/","title":{"rendered":"nine ways to create well-behaved tax clients  [pro member exclusive]"},"content":{"rendered":"<div>\n<p style=\"text-align: left;\"><strong>help them to do what <em>you<\/em> want.<\/strong><\/p>\n<figure id=\"attachment_19613\" class=\"thumbnail wp-caption alignright\" style=\"width: 150px\"><img loading=\"lazy\" decoding=\"async\" class=\"size-thumbnail wp-image-19613\" title=\"ed mendlowitz\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2012\/05\/ed-mendlowitz-150x150.jpg\" alt=\"\" width=\"150\" height=\"150\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2012\/05\/ed-mendlowitz-150x150.jpg 150w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2012\/05\/ed-mendlowitz.jpg 100w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/><figcaption class=\"caption wp-caption-text\">ed mendlowitz<\/figcaption><\/figure>\n<p><em>by ed mendlowitz<br \/>\n<\/em>adapted from <span style=\"text-decoration: underline; color: #0000ff;\"><a href=\"http:\/\/baystreetgroup.com\/store\/tsog\/\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #0000ff; text-decoration: underline;\">the 2013 tax season opportunity guide<\/span><\/a><\/span><\/p>\n<\/div>\n<p>providing instructions of what a client needs to do must be clear enough so that the client doesn\u2019t call you to find out what to do.<\/p>\n<p>sometimes taking an extra minute to lay out what the client should do can eliminate that call or indecisive moment a client might feel.<\/p>\n<p>the object of the instructions is to have the client do what you want them to do. <a href=\"\/\/www.g005e.com\/2013\/03\/04\/nine-things-you-need-to-teach-your-clients\/#more-27052\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<div>\n<p style=\"text-align: left;\"><strong>help them to do what <em>you<\/em> want.<\/strong><\/p>\n<figure id=\"attachment_19613\" class=\"thumbnail wp-caption alignright\" style=\"width: 150px\"><img loading=\"lazy\" decoding=\"async\" class=\"size-thumbnail wp-image-19613\" title=\"ed mendlowitz\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2012\/05\/ed-mendlowitz-150x150.jpg\" alt=\"\" width=\"150\" height=\"150\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2012\/05\/ed-mendlowitz-150x150.jpg 150w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2012\/05\/ed-mendlowitz.jpg 100w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/><figcaption class=\"caption wp-caption-text\">ed mendlowitz<\/figcaption><\/figure>\n<p><em>by ed mendlowitz<br \/>\n<\/em>adapted from <span style=\"text-decoration: underline; color: #0000ff;\"><a href=\"http:\/\/baystreetgroup.com\/store\/tsog\/\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #0000ff; text-decoration: underline;\">the 2013 tax season opportunity guide<\/span><\/a><\/span><\/p>\n<\/div>\n<p>providing instructions of what a client needs to do must be clear enough so that the client doesn\u2019t call you to find out what to do.<\/p>\n<p>sometimes taking an extra minute to lay out what the client should do can eliminate that call or indecisive moment a client might feel.<\/p>\n<p>the object of the instructions is to have the client do what you want them to do. <a href=\"\/\/www.g005e.com\/2013\/03\/04\/nine-things-you-need-to-teach-your-clients\/#more-27052\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":1341,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[2303,1908,5,3120,1906],"tags":[26,27,77],"class_list":["post-27052","post","type-post","status-publish","format-standard","hentry","category-tax-season","category-management","category-outlook","category-pro-member-exclusive","category-tax-practice","tag-practice-management","tag-tax","tag-tax-season","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site 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