Marketing Your Tax Planning Services Like a Pro!

Learn everything you need to know to pitch and close tax planning deals, with new and existing clients!

In this 10-Steps to Launching + Marketing Your Tax Planning Webinar, you'll learn how to:

Identify and engage with new tax-planning clients

Learn how to effortlessly transition your current clients from free-tax-advice to paid tax-planning-packages

Gain the confidence and skills needed to effectively market your new tax planning packages

Learn everything you need to know to implement paid tax planning services in your firm!

Segment your client base and identify the unique challenges and opportunities faced by different client groups

Create content that unpacks their situation and option

Engage with your clients and outline a suggested plan of attack

Deliver on your promises and ensure client satisfaction

Scale your offering to help more clients and grow your revenue