Tag Archives: Roz Strategies

Roz Strategies – We’ve Come Full Circle

We kicked off 2017 with a bang, holding our 3rd Annual Marketing and Technology Extravaganza for tax resolution practitioners that we co-host with the American Society of Tax Problem Solvers (ASTPS). The event was a huge success — especially for the attendees, who heard from guest speakers new to the industry, including many we’ve heard from before but with fresh new content. We also enjoyed connecting with our members at the members-only lunch we host for our group. There is literally no other place on the planet where someone doing tax resolution can find the resources and tools they need for their practice in one place. We received great feedback, and we’re so grateful to the attendees and speakers who made the event such a success.

The event was held at the Sheraton Lake Buena Vista Resort in Orlando, Florida, a place that has special meaning for Roslyn and myself because it was a little more than three years prior that we were at the same hotel, in that same room, for our very first GKIC Fast Implementation Bootcamp. That was before we launched Roz Strategies. At the time, I was still in transition, figuring out an exit strategy from the business I had started in 1998 and trying to decide what to do next. What’s really interesting is that Dave Dee, one of our many speakers, who taught us at that seminar three years ago, was now speaking on our stage at the Marketing and Technology Extravaganza! It was a really serendipitous moment.

I’ll admit that I was nervous when we started Roz Strategies. Even though I had built my tax resolution company from my dining room table to a successful company, I also started it at the younger age of 42. Starting over at the age of 58 wasn’t really something I had planned on doing. Also, even though I knew I wanted to teach, train, and coach people in the tax resolution industry, I wasn’t exactly sure how to go about doing it! But Roslyn never doubted what we could do  and reassured me many times, saying “We’ll figure it out. We’ll do it together.” Since we were empty nesters with the children gone from the house, we decided to go for it and put one foot in front of the other. We invested in working with a business coach and enrolled in mastermind groups. We focused on continuing education, as we do to this day, which was the key to our formula of building a solid foundation for our company.

 

It’s amazing how things have come full circle. It’s been close to three years since Roslyn and I started our business, and we never could’ve imagined where we’d end up. You really never know where the path will lead once you decide to be open to the possibility of following your dreams. Being back in that room in Orlando where it all began meant a lot to us. We couldn’t be more excited for the future!

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Success Starts Within Yourself

Today’s blog post on success is inspired by the Director of Operations at our Tax & Business Solutions Academy (and my amazing wife), Roslyn Rozbruch- Success starts within yourself!

There is a common link I’ve noticed about successful people. On the road to success, no one’s road is a smooth, paved surface; everyone has rocks or boulders on their path. What separates a successful person from one who isn’t, is the successful person will find a way around the rock, over it, or through it, or they will chip it away. The person who isn’t successful will look at a boulder in the road and say, “The road is blocked and I can’t get around this rock.”

Roslyn reminds our family of about this all the time and this thought goes along with some of what I say during my talks about my Road Map to Success. It’s a simple observation that goes along with so many sayings we’ve all heard like seeing the glass as half-empty or half-full. I’m always fascinated about people’s stories, and every successful person that I know personally or have admired from afar. Its inspiring to hear how someone has overcome adversity. 

Success starts within yourself. How can you achieve what you want or overcome the obstacle in your way if you don’t believe in yourself and what you are doing? It means getting past the idea that even if you believe in yourself, other people may not. I’ve heard some people say that while they believe in what they are doing, they’ve gotten flak from others—maybe their friends, family, or peers who’ve said, “Oh that’s not going to work.” That’s what most people told me 17 years ago when I started my tax resolution practice. That was back when it was a new industry.

Back then Roslyn told me that she believed in me and not to share my dreams with naysayers. No one has a better interest in your success than you. It’s so easy for someone to say, “That can’t be done; that’s not a good idea.” Don’t let an obstacle be the rock in the road or somebody else’s opinion stop you from you following your dreams. If you have conviction in what you are doing, forge ahead. Just bring good tools with you on your journey.

I wish you nothing but success!

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Belonging to a Mastermind Group

Here in Los Angeles, we’re lucky enough to experience beautiful weather all year round. So when Roslyn and I made the decision to sign up for a Dan Kennedy mastermind group in Cleveland, Ohio this past February, we were thinking more about the below-freezing temperatures than anything else. In the end, we decided that a few days of winter probably wouldn’t kill us, so we hopped a plane and headed east! The man who took our luggage joked that we must live in Ohio—because why would we leave sunny and 80 degrees for the subzero temperatures of Cleveland? We shed a metaphorical tear as the plane took off, leaving the sunshine behind. We had no idea we were in for one of the best weekends, despite the cold.

The mastermind group was a small gathering of about 15 people from all across the country, and each person represented a totally different industry. For the past year-and-a-half, Roslyn and I have been attending a variety of seminars and conferences with people in different businesses and have not only learned so much, but have also made some great connections. This was a new group of people we hadn’t met, but I welcomed their outside perspective and ultimately walked away with more than a handful of new ideas to implement.

It was inspiring to get out of the office, our normal routine, and our day-to-day schedules. On top of that, we were able to truly “unplug” and focus on the task at hand, working “on” and improving our business. As a group, we were able to experience 360-degree feedback. Not only could we offer up our own contributions and ideas to the group, but the others were helpful when it came to pointing out our blind spots and giving us ideas, resources, and tools that were useful.

I’ll admit, it was a little daunting walking into this mastermind group for the first time. I was feeling a lot like a little fish in a big pond. But I quickly realized that you don’t have to be a big fish or a big player in order to get all the benefits of joining a mastermind group. It doesn’t matter how big or small your business is—even the most successful people still have some kinks to work out.

By the end of the weekend, we were rejuvenated and eager to get back home (and back to sunny skies) to start working through our new ideas. One of those ideas Roslyn and I really loved was the idea of hosting a coaching retreat for our members. We also liked the idea of putting together a higher level of membership and coaching for those who are looking and asking for more training and resources. My goal and mission is to provide you with the knowledge and resources you need for your business so you can be successful!  Stay tuned for more updates!

You can stay connected through Facebook, Twitter, LinkedIn, Instagram, YouTube, and Google+ for all upcoming events and Insider’s Circle benefits!

Tax Resolution Marketing Tip: Answer FAQs for More Leads

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Today’s tax resolution advice is short and sweet: to get more informational content out to help pull in more leads, simply answer common FAQ’s (Frequently Asked Questions).

The questions that you might take for granted are EXACTLY the things that your leads are searching for. Ask your front desk to start writing down common questions that they get on phone calls then turn those Q’s into A’s on your website and/or blog posts. You could even add a FAQ’s page to your brochure.

Today’s marketing is not just about “push marketing” (as in ads and direct mail) it is also about “pull marketing”.  People search for information online and on their phones.  If you want your website to come up in searches to pull folks into your lead funnel, then you need to be answering FAQs!

Until next time,

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The #1 Marketing Mistake

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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!
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Tax and Business Solutions Membership Call Schedule for March

Insider’s Group Coaching Members: Mark your calendars for the remaining events this month! Make it a memorable March!

Thursday, March 19th – 12 Noon Pacific – All Star Sales Clinic!
How to Overcome the Most Common Sales Objections and Close More Clients!

Join me and a special guest expert on this training webinar as we’ll show you the who, what, where, when and why on “closing” more tax problem resolution clients than you ever thought possible! You REALLY don’t want to miss this! You will walk away with the tools and information to close more sales than ever before-Guaranteed! Learn how to respond when prospects tell you they don’t have any money, they can wait, it’s not that bad, we we’re just “looking” and wanted more information and much, much more!

  • How to overcome the number one sales objection – No Money!
  • How to get prospects to retain you in the first meeting;
  • How to Use the “assumptive” close and take-away selling;
  • Learn techniques that will make you more money right now!

Tuesday, March 31st, 10am Pacific – Open Tele-Coaching Q&A Call for Members.
To help practitioners grow their tax resolution practices, avoid obstacles and get questions answered, I am hosting a special tele-coaching call for all Tax Resolution Success Insider’s Circle members.

This call is an open question and answer format. In this format, I will be able to provide detailed answers to ensure members have everything they need to succeed.  This is YOUR time, I am dedicated to helping you make money fast within the IRS Representation niche.

If you are not yet a member of my Tax and Business Solutions Academy Monthly Member Coaching Program, you can visit this page to learn more: http://bit.ly/WIEAKg