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Is this the perfect complement to your existing practice?

Is this the perfect complement to your existing practice?

FromThe ProMarketer Podcast


Is this the perfect complement to your existing practice?

FromThe ProMarketer Podcast

ratings:
Length:
69 minutes
Released:
Jul 20, 2021
Format:
Podcast episode

Description

I’m not sure if you’re aware of it, but every year, 5 and a half MILLION parents get ready to send their kids off to college.   And … most of them completely overpay for the privilege.   They simply don’t understand the FAFSA system, and what the universities are looking for in their aid.   And who can blame them? It's a little like ... the tax code. (Ahem.)   Or, they are one of the 78% of all parents that make one or more critical errors on their financial aid paperwork that costs them tens of thousands of dollars.   (Almost like ... the self-prepared tax return crowd.)   Why is this important to you?   Because we recently hosted a webinar to show you exactly how to help these families AND make more money after tax busy season -- without killing yourself.   And, it can set you up to create revenue year-round, not just during tax season.   This system works for families regardless of how much money they make, or how good of a student they have.   This is not a sales pitch, in fact, this is a Q&A style training where the leading authority on this topic, Ron Caruthers, CPA (who is a longtime friend) answered questions regarding the college planning practice.   Ron started as a tax preparer, but years ago got involved in helping families plan and pay for college.   Not parents with babies, but parents of high school-aged kids who were desperate to figure out how to afford college without going deeply into debt. And he knows exactly how to help families—no matter how much money they make, how much they have or haven’t saved for college, or even how good of a student they have—get grant money for college and pay their share in the least intrusive way possible.   He has previously helped several of my members get a college planning practice started in addition to their tax business; and in many cases, the income from the college business is more than what they make from compliance work. AND the income is year-round, instead of just a few months out of the year.   On this call, he showed exactly how big the problem is that America faces, and several different ways to incorporate this into your existing business ... from making it a source of a few thousand dollars a month of consulting income to using it to attract new clients to your office—to making it the primary income source for you. He’ll even show you how to get a junior partner in to bring in new business while you run the rest of your office.   This is NOT a sales pitch (I'm sooo tired of those). In fact, think of it as a training session.   This is a great way to help your existing clients as well as other families in the community while growing and stabilizing your own income.   You’ll really enjoy it (and the families in your community that are stressed out over how to pay for college will thank you).   You will NOT be disappointed. Ron is one of my favorite people in the financial world and is super entertaining -- and eye-opening.
Released:
Jul 20, 2021
Format:
Podcast episode

Titles in the series (58)

The ProMarketer Podcast discusses marketing for accountants and tax professionals, featuring pro tips, success stories, expert interviews, and current strategies to build up your firm in the easiest and most efficient way possible. Since 2007, host Nate Hagerty has been the owner of the leading agency providing marketing for accountants, bookkeepers, business advisors, and tax professionals. Learn more about Nate at https://www.linkedin.com/in/natehagerty .