Apr 20, 2022
“Nothing happens until you make a sale” or get a client. Regardless of how good we are at the services we offer, without paying clients it doesn’t matter.
Listen in to this great conversation that Nate and Roger have to address issues and strategies surrounding online marketing to get the leads you need and how to then nurture them to become paying clients.
Tax Marketing sounds great but too often we fail to get it done. Regardless it is essential to grow the business. So, let’s first accept that we all experience a lack follow-through
They will also discuss client relations, for example, who are you when it comes to your clients and which are you working with as well to build your business? Let’s define each:
- Mentor,
- Contractor,
- Advisor,
- Coach
Today, marketing and selling are all about doing. They’ll discuss SEO and SEM, considering the short-term and long-term play to build an online presence to attract potential clients and build the business.
Pay attention to hear what are 5 to 10 things you can do to improve your online presence? (Keep skyscrapers in mind) Maybe this is a question you’ve asked yourself, is a blog necessary or important to this process? Also, hear what Nate has to say when you play the SEM game, such as are you focusing on your negative keywords?
They’ll discuss why Google Business Profile is a powerful resource that many don’t leverage and use to build your online presence. Have you claimed your business profile? Think about it.
Nate also makes a great point, all roads lead to your website, do you have a call to action there? Consider using surveys as a way to engage your visitors. And of course there is also email marketing, should you be doing it? You need to hear this 😊
In the end, also hear what Nate has to say about “Living in the NOW”!
So much to take in. Listen and enjoy this next amazing episode.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Nate Hagerty
Nate is a veteran of the tax and accounting industry for two
decades — with a focus on digital marketing — Nate
has established a reputation for straight-talk and
results on behalf of members and agency clients and has
become a widely followed and respected leadership and growth voice
to the industry.
Nate created TaxProMarketer in May of 2007 in response to demand
for relationship-oriented
marketing implementation among his
coaching clients. Now, 15 years later, the entire TaxProMarketer
agency serves clients in the tax & accounting world all across the
United States and Canada. Our clients use our services to build
relationships with their prospects & existing clients, as well as
to grow the value of their practice (for-profits now, and exits
later).
Before TaxProMarketer, Nate was the Marketing Director of a
regional firm in Virginia.
This firm grew from a small $50K/year practice to one which took in
over $4MM in fee-based revenue (growing in less than ten years),
with offices in Virginia, West Virginia, and Tennessee. From 2003
until 2007, he also worked as a coach and consultant to the tax and
accounting industry, helping thousands of other practitioners in
the US, Canada, Australia, and the UK bring in more clients and
lead their teams well.
Having founded and sold his first business by the age of 30, Mr.
Hagerty (a member of Mensa) is a 3-time “40 Under 40” honoree
by CPA
Practice Advisor (alas, he's now too dang
old), has been published widely in industry publications and is the
author & editor of two Amazon bestsellers (Breaking the Tax
Code, Vols. 1 & 2).
The TaxProMarketer Digital Dominance
Method not only algorithmically optimizes the various
online properties for YOUR practice, but integrates Nate's
relationship-building expertise, his passion for effective and
clear communication (informed by his English degree from the
University of Virginia), and his gift for writing copy
that sells.
He has been married for 20+ years (he loves his wife
even more now) and has seven children -- four of whom they adopted
from Ethiopia and Uganda.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
As was discussed, do you have your Google Business Listing, get it now: https://www.google.com/business/
Be sure to also take advantage of the free assessment and complimentary Lead flow Acceleration session: http://advisorpromarketer.com
Roger also mentioned this informative webinar to help you further understand how to best leverage your online presence to get the clients you deserve. It covers topics ranging from marketing to selling using automation and technology with proven strategies and processes to CRM’s. Listen now to the Lead Generation and Automation webinar. Discover how to get the accounting & tax clients you deserve by leveraging your online presence using proven automated processes.
Also, if you’d like to give back in your community consider a program working with youth such as those shared in the podcast:
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.
Remember this, Accounting Success IS Universal.
Listen to our next episode and be sure to subscribe.
For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777