Follow Up Friday – We Don’t Need Surge, We Need Prospects
Surge and your prospect process are some of the key areas to improve your practice. What does the initial prospect experience look like, and are you educating prospects versus selling to them? When it comes to surge, are you taking the time to go through your process before a client walks through your doors or joins your virtual meeting, and what does the process look like from your team’s perspective? Listen in as we recap this week’s highlights and action items.
Listen to this week’s episodes:
We Don’t Need Surge, We Need Prospects [Episode 192]
What Works Wednesday – Creating A Surge Process That Works For You With John Mason
Recommended Podcast
Strategic Client Onboarding and Enhancing Tax-Related Value
Structured onboarding and tax planning strategies.
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Creating Value Adds from the Tax Return
Maximize tax season value with surge periods and collaboration.
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Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]
Structuring your client onboarding process.
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