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

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Content provided by Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist 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://ro.player.fm/legal.

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.

  continue reading

102 episoade

Artwork
iconDistribuie
 
Manage episode 425892297 series 2772834
Content provided by Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist 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://ro.player.fm/legal.

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.

  continue reading

102 episoade

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