30-Day 1040 Tax Resolution Marketing Challenge: Day 1

If you’ve heard me present the most recent version of my Tax Resolution Marketing 101 talk, then you may have noticed the addition of a very important slide. That slides covers the top three marketing strategies you should be using to dominate your local tax resolution market. Namely, those three strategies are:

  1. Referrals from other service professionals.
  2. Local authority positioning.
  3. Tax lien marketing.

If you missed the most recent presentation of that material, you can watch the replay here.

During the next 30 days, we will revisit these three themes in particular via the daily challenge tasks. Also, I will be putting together some bonus resources for Premium members to help with the challenge tasks. I will place those all on one page for convenience, located here (if you’re not a Premium member yet, click here for info).

Day 1 Challenge Task

At the core of being able to receive referrals from other service professionals is, well, getting to know other service professionals. Real estate agents, mortgage brokers, bank loan officers, bankruptcy attorneys, divorce attorneys, estate attorneys, financial planners, insurance agents, even other tax professionals, are all potential referral sources for 1040 tax debt resolution work.

Your challenge today is an easy one, and it should take you all of 10 minutes or less. What I want you to do is pick one specific type of service professional, and reach out to at least 5 of them on LinkedIn. Send them a connection request with a personalized message saying that you’re looking to network and would like to connect.

Even better, invite them to lunch. Remember the old saying? “Never eat lunch alone.” Plenty of sales and marketing gurus would expand that to breakfast, brunch, lunch, high tea, dinner, and supper, meeting with a different potential referral source at each meal. As long as you don’t turn it into the “Heart Attack Marketing Plan”, it’s probably not a bad idea! 🙂

In your connection request, don’t even mention tax resolution. If you’re an attorney or CPA, mention that. If you’re an EA, don’t say “EA” — just say “federally licensed taxpayer representative” or something short to that effect (I discourage EAs from getting bogged down in the muck of explaining what we are, that’s a battle we already lost). Don’t mention tax resolution, per se, but just that you’re looking to network with other local service professionals within the broad financial and legal … Continue reading

3 Cheap Tax Resolution Marketing Strategies

Today’s video provides a significant jump in quality over the one from yesterday. Starting to get lighting and echo figured out, and I even learned how to button my shirt!

In this six minute video, I’ll cover three marketing strategies that you can start using today to grow your tax resolution business. These strategies are all very low cost, and one is even totally free. None of them are complicated, and you can jump in with both feet right away on all three tactics.

Now, I know that some people will look at one or more of these and immediately say, “Well, I need this or that…” or “But my region is different…”

No you don’t and no it’s not.

These three things are incredibly simple, and they do and will work everywhere for every practice. You simply need to implement. For example, you don’t need a script for the third one — and I know for a fact that this will be a common objection to taking action. Just start calling and make it up as you go. “I need a script” is merely an excuse for not taking action.

Without further ado…

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Video: Why You Should Be Using Video To Market Your Tax Firm

And now for something completely different… 🙂

As you may know by now, I tend to be a fairly introverted person. I’m inherently nervous in front of live seminar crowds, and even more self-conscious about being on camera. That’s why I almost always hide behind a PowerPoint deck online.

After years of successfully ignoring the live video trend, I’m realizing that I just can’t ignore it anymore.

So today I’m presenting the first in a new series of short tax resolution training videos that will cover various aspects of marketing, practice management, and case work to help you grow and operate your practice. In this first video, I explain why YOU should be doing video to give yourself a local search boost.

You’ll notice here that the lighting is pretty bad, the audio clarity isn’t the greatest, I’m moving too much, and I even managed to miss a button on my shirt. But one take and it was done, and here it is for you. I’ll be educating myself about lighting and other cinematography stuff over the coming weeks.

Without further ado…

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