Tag Archives: Tax & Business Solutions Academy

Tax Resolution Summit – Are You Registered?

Roslyn and I recently attended one of our favorite events, Brendon Buchard’s High Performance Academy. We’ve been to this event in the past and learned a great deal about how to make the best use of our time and been motivated to be our best selves. The previous year’s event was so beneficial that this year we decided to close the entire office — which we rarely do — to bring the whole team.

We aren’t able to bring the team to every event, but when it’s a big one that really influences the way we do business, I feel it’s important to include key members of the team. By the end of High Performance Academy, our team understood a lot more about why we run the office the way we do, and this new understanding put us all on the same page. Since then, I have even heard our team using some of the catchphrases we picked up at the seminars and workshops.

Roslyn and I usually learn a lot at the events we attend, which is why we put a great deal of effort into the events we offer our members. Our next event is in August, and we’ve been planning the Tax Resolution Success Summit for months! Members who attended our event last year in San Antonio know how big a success it was, and this year, we have really taken it a step up.

I will be delivering training sessions focused on generating leads, getting your individual marketing plan in place, teaching you and your team how to handle incoming inquiries from potential clients, knowing which questions to use to determine if a potential client is a qualified lead, and figuring out what you need to adjust in order to achieve your business goals. You’ll also learn how to conduct the initial consultation, increasing your rate of getting retained. This year, I am also excited to have a keynote speaker for the first time. Kute Blackson has been a motivational speaker for 15 years. At our event, he will be highlighting the intrinsic value practitioners enjoy when they help their clients get out of financial messes.

Plus, we chose to host our event in Nashville, Tennessee, the music capital of the world. The hotel is walking distance from all the restaurants and honky-tonk fun Nashville has to offer. After you spend the day learning how to supercharge your business, you can cut loose and have some fun in the evenings. The High Performance Academy event we attended ultimately doubled as a team bonding experience when we all went out for dinner every night and got to enjoy ourselves outside of the everyday office environment.

The Tax Resolution Success Summit is Thursday, August 17, and Friday, August 18. If you haven’t already registered, I highly recommend you do so right away before seats sell out! Click this link to sign up today. Our members enjoy a special discount, which will extend to any team members you bring along for the ride. Roslyn and I love hosting events like this because it gives us the opportunity to meet and connect with our members in a way we aren’t usually able to.

I look forward to seeing everyone there!

michael rozbruch tax and business solutions academy

P.S. Early Bird Savings expires June 30th – sign up TODAY and save!

Tax Resolution Marketing Strategy: The Power of Radio

I recently received an email from someone who said that they heard me on “The Bill Handel Show” and wanted to know if I could help them with a tax problem.

Image via Pixabay.comHere’s a little backstory: I advertised on “The Bill Handel Show” when I was running Tax Resolution Services Company, and I haven’t advertised on his station in six years! Yet, here it is six years later, and I receive an email from a prospective client that said he heard me on Bill Handel’s show and asked me if I can help him with his tax problem. That’s the power of radio. That’s the long tail that radio has.

Not only that, here’s the significance of the reach radio has: “The Bill Handel Show” is a radio show in Los Angeles, and he’s also syndicated in nearly 200 different demo markets across the United States. In other words, when I ran on his show it was like getting 200 60-second commercials playing at the same time. That’s a lot of ears listening!

I emailed this gentleman back and asked him about his decision to contact me. He told me his 86-year-old father heard me on Handel’s show almost 10 years ago. He wrote down my contact information on a piece of paper and stashed it away just in case he ever had an IRS problem. So fast forward to now, the son has an IRS problem, and he gave his son the piece of paper he’s been holding onto for years!

So let’s say you were advertising on radio, and let’s say you were advertising for a year, and then you went off to try other strategies. After you go off the radio, you will still continue to get calls from people who jotted your phone number down on a piece of paper and put it in their wallet, and when the time is right or when the IRS is levying their bank account, or their pain and discomfort is great enough, they’re going to take that note out of their wallet, and call you. That’s the power of radio.

michael rozbruch tax and business solutions academy

Answering Your Phones “Live” in Your Tax Resolution Practice

I want to ask you a question today.

I know we’re deep into tax season and you’re deep into work, but are you answering your phones live?

Yesterday I emailed one of our members and I received their “away message” reply back that basically said, “We’re very, very busy right now, we will get back to you within 48 hours.” Now that might be ok for your regular tax preparation clients, but it’s not ok if you’re spending money on marketing to tax resolution clients, because trust me, the person who’s just called you, and was told to leave a voicemail message, or emailed you and received a response of, “We’ll get back to you in two days”, has gone onto the other names of tax resolution firms on their list.

It takes a prospective client a lot to pick up the phone in the first place. You want to remove any obstacle whatsoever that prevents someone from hanging up and not leaving a message. So it’s important that:

  1. You answer your phones live, especially during normal business hours,
  2. You answer your phones live 24/7 and,
  3. Do not have an email reply that says you’re too busy to respond—especially if it’s a tax resolution client!

Click here to watch the video now:

You’re spending (on your marketing) between $100 to $200 for the lead, to get the phone to ring or to get that person to email you, to contact you, so why in the world would you not want to take that call “live”? That’s a hot lead. That’s a hot prospect. They may be ready to “buy”.

A caller on the phone is 5 times more likely to retain you than somebody you’re playing phone tag with or email tag with. I can’t stress it enough that especially during this time of the year that you respond live to calls coming into your office. This is the time when taxes are top of mind with everyone but especially with taxpayers who haven’t filed their taxes in a few years and/or owe the IRS money for back taxes.

So answer your phones live during normal business hours and even after normal business hours.

Click to watch my video ANSWER YOUR PHONE.

Until then—Get in the Business of Growing Your Business!

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!

michael rozbruch tax and business solutions academy

Roslyn’s Food For Thought – Worth Celebrating

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Roslyn and Michael Rozbruch

This is a guest blog post from my wife Roslyn, Director of Operations, reflecting on the trials and tribulations throughout the year and losing her father at a young age.

Last month, we celebrated Michael’s 60th birthday. Where Michael is somewhat dazed and confused about how time has flown by and he is now turning 60, I think of it as sensational! But there is a reason why 60 is such a wonderful milestone for Michael, and for me as well when I turn 60 a year from now. (Our birthdays are five days apart, so every year for five days we are the same age.)

I’m going to share something very personal that isn’t a secret, but is just not something I talk about all the time. The reason 60 sounds so wonderful to me is because my father was killed in a car accident at the age of 59. My mother was my age when this happened. I can’t imagine being in her position, but she handled it with grace and strength. Long story short, without going into all the details, it was a car malfunction that caused the accident, only one block from my parent’s house. At the time, Michael and I had just celebrated our one-year anniversary and had eaten dinner with my parents the night before the accident. The last words my father and I exchanged were, “I love you.”

So to me, 60 is to be celebrated, but in many other ways than I just mentioned. I think Michael is in the best shape of his life. A few years back he decided to lose weight, eat healthy, and exercise, and he has maintained this lifestyle for several years now. He is healthier and more energetic now than ever. And as you hear him say all the time, he loves being able to start over in his career and do something he always dreamed of doing — teaching and helping other professionals and small businesses to be successful.

Over this past year, we’ve become close to members in our Tax & Business Solutions  program, and even though our membership is comprised of people from all over the country, many of you have shared your personal stories of not only your successes, but of struggles and heartbreak. I respect those who have trusted us enough to tell us their personal stories. So not only did I celebrate Michael’s 60th — I also celebrate and admire those who have shown us their strength, courage, and optimism during difficult times. Here’s a toast to Michael turning 60, and a toast to you, our members!

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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