Episode 140 | How To Master Tax Plan Sales After Previous Challenges With Dominique Molina

The Abundant Accountant

Контент предоставлен Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

10d ago 45:40

MP3•Главная эпизода

Selling tax plans involves more than offering routine tax services; it’s about strategically positioning proactive planning that can deliver substantial benefits to clients. In this episode, expert CPA Dominique Molina, founder of the American Institute of Certified Tax Planners, joins Michelle Weinstein to reveal how to overcome past failures and implement a winning strategy to sell tax plans to your clients. Dominique draws from her extensive experience to guide us through the pitfalls and successes of shifting from compliance-based services to strategic tax planning. This episode offers insights and encouragement for tax professionals looking to enhance their practices by embracing proactive tax planning strategies.

102 эпизодов

#Careers #Entrepreneur #Business #Michelle Weinstein #Sales Strategist #Abundance #Michelle Weinstein - The Pitch Queen #CPA #Accounting #Bookkeeping