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Content provided by Mark J Kohler and Mat Sorensen, Mark J Kohler, and Mat Sorensen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark J Kohler and Mat Sorensen, Mark J Kohler, and Mat Sorensen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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#533 How ANY Finance Professional Can Explode Their Wealth

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Manage episode 443577175 series 1248143
Content provided by Mark J Kohler and Mat Sorensen, Mark J Kohler, and Mat Sorensen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark J Kohler and Mat Sorensen, Mark J Kohler, and Mat Sorensen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of the Main Street Business Podcast, host Mark J. Kohler shares actionable strategies to help tax professionals expand their services into advisory. From developing dynamic pricing models to pinpointing your ideal clients, this episode is full of insights to help you enhance your advisory offerings and attract more clients with confidence.

Here's what you can look forward to:

  • Mark introduces the concept of transitioning to tax advisory services.
  • Mark highlights the need to overcome imposter syndrome and self-doubt.
  • A full breakdown of specific areas to focus on: reasonable comp, family payroll, self-directed retirement accounts, creative write-offs.
  • Emphasizes the importance of finding clients where advisors can make a significant impact.
  • Introduces the concept of a community for learning cutting-edge strategies
  • Explanation of the two-step process for discovery calls and comprehensive consultation.
  continue reading

Chapters

1. Transitioning to Tax Advisory Services (00:00:00)

2. Client Selection and Service Onboarding (00:07:23)

3. Transitioning to Advisory Services (00:14:19)

4. Path to Tax Advisor Certification (00:26:47)

689 episodes

Artwork
iconShare
 
Manage episode 443577175 series 1248143
Content provided by Mark J Kohler and Mat Sorensen, Mark J Kohler, and Mat Sorensen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark J Kohler and Mat Sorensen, Mark J Kohler, and Mat Sorensen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of the Main Street Business Podcast, host Mark J. Kohler shares actionable strategies to help tax professionals expand their services into advisory. From developing dynamic pricing models to pinpointing your ideal clients, this episode is full of insights to help you enhance your advisory offerings and attract more clients with confidence.

Here's what you can look forward to:

  • Mark introduces the concept of transitioning to tax advisory services.
  • Mark highlights the need to overcome imposter syndrome and self-doubt.
  • A full breakdown of specific areas to focus on: reasonable comp, family payroll, self-directed retirement accounts, creative write-offs.
  • Emphasizes the importance of finding clients where advisors can make a significant impact.
  • Introduces the concept of a community for learning cutting-edge strategies
  • Explanation of the two-step process for discovery calls and comprehensive consultation.
  continue reading

Chapters

1. Transitioning to Tax Advisory Services (00:00:00)

2. Client Selection and Service Onboarding (00:07:23)

3. Transitioning to Advisory Services (00:14:19)

4. Path to Tax Advisor Certification (00:26:47)

689 episodes

All episodes

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