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Do you know what the 3 biggest mistakes that most practitioners make today?
The first one is they don't accept credit cards.
I can't tell you any professional services firm today that doesn’t accept credit cards. You are leaving so much money on the table and losing out on sales if you're not able to process and accept credit cards from your tax resolution clients. Check with your bank today and I’ll bet you your bank offers credit card processing services. So if you don’t provide this service now, make sure you change that and start accepting credit cards.
The second biggest mistake I see practitioners make is they don't follow up on their leads. It's costing you $50, $75, $100, even $200 or more for a qualified lead. Why in the world would you not follow up with them after you've already spoken to them and haven’t retained you? Most professionals forget about the lead after they talk to them or only follow up once. It takes five to eight “touches” with a perspective client before they become a client. You're leaving a lot of money on the table if you don't follow up with your leads. As a matter of fact, 67% of your revenues are going to come in between the 14th day and the 180th day, that's six months after you've had the initial consultation!
The third biggest mistake I see practitioners make today is they try too hard to sell.
As a matter of fact, the less you try to sell the more sales you will make. In other words, pull the sale away from the client. Do the takeaway. For example, in my very first conversation with the client when they're sitting across the table from me or on the phone, I'll say "Hey Joe, I don't know if I'm the right person, or if we're even the right firm who could help solve your IRS problems, but to see if I may be able to help do you mind if I ask you some questions?" Just that phrase alone will remove the defensiveness from your perspective client. This cuts out all the formality and now you’re just having a casual conversation with your neighbor Joe. So don't try too hard to sell.
If you want to get retained by one new tax resolution client a week you need to be spending 80% of your day generating leads and speaking with prospective clients.
If you're a CPA, an Enrolled Agent or an attorney and you want to learn more about the lucrative tax resolution niche click on the link above my shoulder, enter your name and email and you'll go to my free webinar training where I'll teach you and show you how to get tax resolution clients, what to say to them when the phone rings, how to screen them, how to segregate the looky-loo's and the tire kickers from qualified prospects, how to schedule the appointment, know what to say and more importantly what to say to make sure they actually show up in your office or on the phone at the appointed time. I teach you how to get retained, close the deal, what do you say to these qualified prospects in order to get them to take their credit card out from their wallet, give it to you to get retained so you can start working the case and help them. I'll teach you how to get paid in advance before their case settles, and how to turn them into referral machines.
So just click on the link above, give me your name and email, you'll be automatically entered into that free deep dive training.
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Tax Resolution: 3 Biggest Mistakes
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