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Aug 15, 2019

Have you ever connected with a potential client, and thought that they were going to enroll in your services, and when the time came to commit, they chose someone else?

There’s a fine line between making the perfect connection, and talking too much and losing the sale.

It’s happened to me many times: I felt a...

Aug 1, 2019

021 | The 4 Best Ways to Attract High Net Worth Clients for Your Accounting Firm

Have you ever had a client balk at your pricing? That leaves you wondering how you can find clients that are ready to pay you for the incredible value that you have to provide for them?

Dominique Molina is the Founder and President of the...

Jul 15, 2019

How to Charge Clients in Advance before Providing Services | Episode 20

Do your clients pay upfront, or do they pay after you’ve done the work?

Charging your clients in full before you do any of the work can help your firm be a more efficient and effective for your business.

When I was talking to one of my recent...

Jul 1, 2019

How to Handle a Sales Follow Up With New Leads Without Being Annoying

Do you ever wonder if you’re being annoying to your new leads?

This is a struggle that holds many accountants back from following up, and ultimately hurts their clients and hurts their business!

Most clients require up to five follow-ups before they...

Jun 15, 2019

Would you believe that one of the most common questions I get from accountants is about how to price their services?

Our guest today is the Co-Founder and President of the American Institute of Certified Tax Planners, Dominique Molina.  She is a best-selling author and a frequent television guest and media expert on tax...