In this episode, I break down the exact marketing blueprint you need to attract high-ticket tax strategy clients and scale your business. Whether you're using outreach, organic content, or paid ads, this system will help you turn cold prospects into paying clients. I share the three-step funnel every tax strategist needs, the biggest marketing mistakes to avoid, and how to position yourself as the go-to expert in your niche. If you’ve ever struggled with getting qualified leads or want to refine your client acquisition strategy—this episode is for you.

Timestamps:

00:00:00 – Intro: The marketing blueprint for tax pros

00:00:35 – The three ways to get tax strategy clients

00:01:24 – Why most marketing advice doesn’t work for tax pros

00:02:16 – The essential funnel every firm needs

00:03:00 – How to create a compelling Video Sales Letter (VSL)

00:05:18 – Positioning yourself as the ‘Outstanding CPA’

00:06:03 – How to structure case studies that sell for you

00:07:48 – Why most CPAs fail to attract high-value clients

00:09:09 – How to know if you’ve outgrown your CPA

00:10:32 – The power of using psychographics in your marketing

00:12:21 – The perfect application form to pre-qualify leads

00:15:15 – The discovery call strategy that converts at high rates

00:18:13 – Why your marketing should filter out bad leads

00:19:03 – How to get leads into your funnel (ads vs. organic vs. outreach)

00:20:48 – The best content strategy to attract high-ticket clients

00:23:19 – How to scale from six to seven figures efficiently

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