How to Get Clients to Act

Yesterday, we got a great question on the Wednesday Member Call-In: “Do you have any suggestions for how to get tax planning prospects to actually send in all of their tax returns? I’ve had several people lately send in part of the tax returns but seem to be...

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You’re Invited!

For the last couple of years, we’ve hosted a Masterminding Retreat for our All-Star members. The format is simple: everyone gets a 40-minute “Hot Seat” to discuss their business then work with the group to learn from each other as we work on our challenges with the...

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Science Proves Us Right (Again)

Last month, we reprinted one of our “golden oldie” Briefs articles titled “Marketing Lessons from High School Cheerleaders.” The theme of the article, not surprisingly, was the value of playing hard-to-get. Now I want to present two separate scientific studies...

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