Tax Resolution Marketing Toolkit

Marketing & Lead Generation: Finding People To Talk To

It’s a harsh reality: If you’re in private practice, your $500,000 degrees ain’t worth the paper they’re printed on unless you have clients. Finding potential clients (“prospects”) is marketing, aka lead generation. Converting prospects to clients is “sales”.

If you own a firm, manage a firm, or are a solo practitioner, the single most important fact of economic reality you need to embrace is this: You are a marketing specialist first, a sales professional second, and a tax professional third. If you arrange your priorities thusly, you’re farther ahead than 99% of your competition, and you can dominate your marketplace.

Video: Marketing & Lead Generation Systems [Right click and “Save as…” to download]

Video: Marketing Media [Right click and “Save as…” to download]

Note: This second marketing training video is about 3 hours long. You may want to download the MP3 version (right click the link and Save as… to download) instead and listen to it on your portable music player.

Audio Marketing Training Materials

Audio Training: Small Business Advertising (interview with John Kirsch) (mp3) (right click and Save as… to download)

Audio Training: Direct Marketing (mp3) (right click and Save as… to download)

Audio Training: Local Marketing (mp3) (right click and Save as… to download)

Audio Training: Marketing For Lazy Folks (mp3) (right click and Save as… to download)

Audio Training: Marketing For Poor Folks (mp3) (right click and Save as… to download)

Audio Training: Marketing Metrics (mp3) (right click and Save as… to download)

Audio Training: Writing Killer Marketing Headlines (mp3) (right click and Save as… to download)

Audio Training: Guerilla Internet Marketing (mp3) (right click and Save as… to download)

Audio Training: Building Effective Landing Pages (mp3) (right click and Save as… to download)

Audio Training: Driving Traffic To Your Website (mp3) (right click and Save as… to download)

Audio Training: Email Marketing Tips and Tricks (mp3) (right click and Save as… to download)

Special Craigslist Marketing Presentation

Craigslist is NOT a panacea when it comes to marketing. However, you can get several new clients per year via a consistent Craigslist marketing strategy. In addition, learning the ins and outs of using Craigslist is an excellent introduction to the principles of using a specific marketing media, especially because it is free. James Orr has graciously allowed us to post this presentation. While the material presented here is specific to the real estate market, the concepts apply just as readily to tax services (using the financial and legal services categories on Craigslist).

James Orr Craigslist Presentation Slides (PDF) (right click and Save as… to download)

James Orr Craigslist Presentation Audio (Windows Media format) (right click and Save as… to download)

Marketing Pieces

See the tax resolution marketing pieces page.