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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
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The Tax-Planning Flywheel

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

In this Tax Planning Flywheel Webinar, you'll learn how to:

  • 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
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