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Success Summit Training Course

CREATE YOUR MARKETING PLAN FOR 2021 FROM MY 3-DAY LIVE TRAINING FROM THE RECENT TAX RESOLUTION SUCCESS SUMMIT. LEARN MY SYSTEM TO MARKETING, SALES AND MANAGEMENT THAT WILL GUIDE YOU IN A WAY THAT IS LIKE AN ON-SITE, “LOOK OVER MY SHOULDER” THREE-DAY PRIVATE COACHING SESSION FROM ME.

Get the Tax Resolution Course DVDs and Thumb-Drive where I go “deep” into my step-by-step process as you create your own customized marketing plan using the fill-in-the-blanks, follow-along Playbook. This is specifically for CPAs, Attorneys and EAs who want to take their tax resolution practice to the next level!

Because let’s face it, it doesn’t matter how much money you spend on marketing, if you don’t have a system for qualifying prospects, knowing how to get retained and having the client pay your fees up front, you’ve just wasted a lot of money on marketing. 


In this NEW Course from my most recent 3-day Tax Resolution Success Summit event, you will receive:

  • Over 11 hours of in-depth, very specific training on 11 professionally edited DVDs and a Thumb-Drive, PLUS the 199 page Fill-In-Template Playbook!

Yes, these are some of the most important strategies I teach in my Tax Resolution Domination System BUT watching these DVD’s and following along in the Playbook is like I’m teaching you “live” in your office. You can focus on the best strategies and Systems for your individual practice.

Fill out your Playbook and complete your individualized written marketing plan. I’ll show you how to figure out what you need to spend on marketing each month to achieve your individual income projections. My Success Summit approach can guide you in a way that is like an on-site, “look over my shoulder” three-day private coaching session from me.

THIS IS A SAMPLE LIST OF SOME OF THE TOPICS I TEACH:

  • Creating Your Marketing Plan
  • Digital Trends & Changes in Digital Marketing for 2021
  • Direct Response Marketing & List Building
  • Referral Marketing:  The Money is in the Follow-Up
  • Mindset & Inspiration:  From Jail Yard to Harvard Yard with Andre Norman
  • How to Answer Phones, Schedule Appointments & Fee Pricing
  • Radio Advertising, How to Fill-Out Mini 433A Initial Consultation
  • How to Handle and Win Sales Objections
  • Onboarding New Clients, How to Manage Case Phases, Your 30, 60 & 90-Day Implementation Plan
  • Plus Much More…