Tag Archives: Inner Circle Membership Coaching

Structured IRS Payment Plans Webinar June 24th 12pm PST!

Attention Insider’s Circle Group Coaching Members!

Be sure to mark your calendars for tomorrow’s IRS Payment Plans Webinar tomorrow, June 24th at 12pmPST/3pm EST!

TOPIC: The “Nuts & Bolts” on How to Get Your Installment Agreements Approved for the Lowest Amount Allowed by Law!

Join me for this informative training webinar as we’ll show you how to prepare, submit and negotiate properly structured IRS payment plans for your Tax Resolution Clients. This is a “live” 90-minute training workshop webinar on Wednesday, June 24th at 12:00 pm PST available exclusively to Insider’s Circle Group Coaching Members.

65%-70% of all your tax problem resolution cases will result in negotiating Installment Agreements for your clients. It’s crucial that you know the “ins & outs” on how to set these up and save your clients money!

You’ll learn:
* How to fill out a 433-A with line-by-line instructions;
* How to determine if your client is better served with an installment agreement vs. an Offer in Compromise;
* What the 4 different types of installment agreements are and how to determine which ones are the best option for your clients;
* Case Studies – Tips and Strategies!
*And much, much more…

My Insider’s Circle Group Coaching Members get access to all these benefits (see graphic chart below) including training webinars in case resolution like these and topics like marketing, client management and sales where I give you detailed, step-by-step instructions on how to grow your practice and be more effective.

Members – see you on tomorrow’s webinar!  If you are not a member yet and are interested in joining, visit www.rozstrategies.com – below is a list of all you get in your monthly membership!

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The Power of Newsletters

I am a big believer in the power of newsletters for tax resolution marketing. When I ran my tax resolution company, the monthly newsletter I sent was always a hit. I have had a newsletter since the start of Roz Strategies and now, I help my tax resolution clients create them!

My Insider’s Circle Coaching Members will be enjoying a webinar today May 5th about the power of newsletters. Lee Milteer will be interviewing Jim Palmer, Sales Psychologist and The Newsletter Guru on “The Ultimate Success Trigger” for our Millionaire Smarts ™ Training Tele-Conference Call, focusing on how to generate more sales from your monthly newsletter.

tax-resolution_newsletterI heard my clients and contacts last month when they said they needed help creating powerful newsletters. You can buy your very own 4-page done-for-you Tax Resolution Times Newsletter which you can personalize and mail to all your leads, clients AND referral sources! This newsletter is a complimentary benefit to Insider’s Circle Coaching Members or can be purchased by non-members for only $149/month! Learn more about that here.

In my May newsletter, I discuss how you can use client complaints to your advantage to strengthen your practice, Roslyn gives great “food for thought” tips on how to plan your summer vacation, plus I give you insight into why tracking the source of prospect inquiries is important on so many levels.

My May newsletter is online for you to view: http://bit.ly/rsmay15

Tax Resolution Marketing Toolbox


When I teach tax resolution marketing to my Inner Circle Group Coaching Members and folks who buy my done-for-you tax resolution business coaching products, I talk about the need to have a marketing toolbox.

Your marketing toolbox MUST INCLUDE brochures and newsletters that are devoted to tax resolution education and information.

Lorrie Thomas Ross (one of my academy instructors) spoke at the Orlando conference last January and shared a concept to help tax resolution practioners understand the right way to think about and approach marketing: think markEDing® (marketing + education).

Your target audience is craving help – from the moment they search for you and throughout the time from free consultation and during the entire tax resolution process, you need to be educating them.

It is your job to help your audience understand that they are making the right decision in hiring you.

Is your marketing toolbox ready?  My Tax Domination System & Toolkit is a “business-in-a box” system that gives you marketing and sales strategies to help you grow and thrive and the best part………

Most Of The Work Is Done For You! The Tax Domination System & Toolkit Package Set (that includes volumes One & Two) has nearly 1,000 pages including marketing templates for direct mail, brochures, media kits and press releases! Click here to learn more.

Until next time,


The #1 Marketing Mistake


When I coach my clients and teach marketing and business strategies through my Tax & Business Solutions Academy, I teach the #1 tax resolution marketing mistake you can make: giving up too early on a strategy without properly testing it.

Marketing is a JOURNEY to support you as you work towards a destination. You create an idea, then you make it happen, then you monitor it….then you rinse repeat.  Then process starts all over again. Marketing is part of your practice and it takes practice!

It takes time to see how a radio campaign goes. It takes writing many blog posts to gather enough feedback to see what readers are reading and to have the blog work to support your search engine visibility. Paid search won’t work overnight, it requires time and testing and refining to get right.

Slow and steady wins the race with marketing.  Quality efforts compound over time to make a meaningful impact.

1. Create the Idea
2. Test The Idea
3. Monitor the Idea
then rinse repeat

Here’s to strategic marketing!

Tax Resolution Email Marketing Tips

There’s no doubt that email marketing can be a profitable tactic as part of your tax resolution marketing strategy, but it also runs the highest risk. The moment you hit “send,” you’ve given your readers the power; the power to delete the email or ignore it forever, the power to label it as “spam” or toss it into the junk mail folder, and the power to unsubscribe from your email list for good.

But they also have the power to read it, enjoy it, and instantly forward it along to their friends and family members. On top of that, they’ve got the power to take immediate action, no matter where they are. Perhaps that’s why email marketing is estimated to have the highest ROI of any digital marketing strategy.

That being said, here are a few tips to ensure your tax resolution email marketing efforts are maximized:

1. It all starts with the subject line. The subject line IS your Big Headline. After all, the subject line is the first thing they’ll see—and, according to a study done by Chadwick Martin Bailey, a marketing research firm, nearly 64% of people admit that the subject line determines the fate of the email. Increase your read rates by improving your subject line. Special offers, alerts, and updates work best (I would not use words like “free” or “limited time” as the recipient’s email server may recognize these as spam and your message may never get delivered), but creative attention-getting headlines can work wonders as well.

2. Get personal. Think about it; when you weed through your inbox each morning, what emails are you more likely to open? The messages from your friends and co-workers? Or the advertising emails that were obviously mass produced? Personalizing your email messages for your readers is a surefire way to increase your response rate.

3. Consistency and variety go hand in hand. Marketing emails should be sent on weekly or monthly basis (I’ve discovered that monthly works best as a way to always have your name in front of them)—this is just enough to stay at the top of their minds, but not often enough to irritate them. However, when it comes to your email marketing campaign, variety is key. Your message should provide something beneficial like informational or educational content for your readers each and every time—but don’t forget to keep it interesting!

Below is a helpful infographic that you can save to your personal computer so you have my Tax Resolution Email Marketing Tips in a visual form.

Tax Resolution Email Marketing Tips

Tax Resolution Marketing Tip: How To Close The Deal

I have seen a lot of up-and-coming salespeople (even some seasoned veterans in the tax resolution business) believe that hard selling is the only way to close the deal. They’ve existed in a world where manipulative selling tactics are not only encouraged, but taught. They rely on urgency and aggression to force the recipient into the sale—usually unwillingly. And they wonder why clients want “out” of the engagement and their money back. This is why salespeople, or as we used to call them, tax consultants (or shall I say INSULTants), have such a bad reputation in our industry.

Today’s Tax Resolution Marketing Tip: How To Close The Deal

I have developed what I call my “high ticket sales strategy” (which is in the Tax Resolution Success Resource System, Module 2). It’s more of a “take away” and assumptive selling approach that has earned me a lot of money over the years, because it lends itself to a non-pressured, high close rate among prospects. The truth is, hard selling is a surefire way to dissuade prospects from buying. No matter how genuine you seem, or how legitimate your argument may be, a hard sell almost always comes off sounding like a scam—making you look like some kind of con artist. When your prospect feels pressured, they’re more likely to shut you out entirely—successfully abolishing any consideration of doing business with you in the future.

Fortunately, closing the sale doesn’t have to be “hard,” in fact, it should be the easiest part of the process.

In his book, “Salesmanship For the New Era” (which was written in 1929, by the way), Charles A. Mears encourages salespeople to think of the sales process as a flight of stairs—you can’t possibly leap from the bottom to the top without touching any of the stairs in-between, just like you can’t possibly jump from your opening line to closing the deal without hitting some steps in the middle. Skipping steps will get you there faster, but the bigger the step, the harder it is to take, and the more likely you’ll find the door slammed in your face at the top.

A truly good salesperson builds momentum one step at a time.

They escort the prospect to the top of the stairs and ask them to take just one more step—rather than one giant leap. With each step, and each resounding “Yes!”, the prospect inches closer and closer to the sale. By the time they reach the top, taking that one final step, with one final “Yes!”, feels natural. In this case, both the salesperson and prospect walk away from the sale feeling successful.

And what could have been a hard sell, suddenly seems easy.

For more tax resolution marketing tips – learn more about my products and services http://bit.ly/182Hyi4

Here’s to smart sales!