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Episode 140 | How To Master Tax Plan Sales After Previous Challenges With Dominique Molina
Manage episode 425892297 series 2772834
内容由Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist提供。所有播客内容（包括剧集、图形和播客描述）均由 Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Selling tax plans involves more than offering routine tax services; it’s about strategically positioning proactive planning that can deliver substantial benefits to clients. In this episode, expert CPA Dominique Molina, founder of the American Institute of Certified Tax Planners, joins Michelle Weinstein to reveal how to overcome past failures and implement a winning strategy to sell tax plans to your clients. Dominique draws from her extensive experience to guide us through the pitfalls and successes of shifting from compliance-based services to strategic tax planning. This episode offers insights and encouragement for tax professionals looking to enhance their practices by embracing proactive tax planning strategies.
102集单集
分享
Manage episode 425892297 series 2772834
内容由Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist提供。所有播客内容（包括剧集、图形和播客描述）均由 Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Selling tax plans involves more than offering routine tax services; it’s about strategically positioning proactive planning that can deliver substantial benefits to clients. In this episode, expert CPA Dominique Molina, founder of the American Institute of Certified Tax Planners, joins Michelle Weinstein to reveal how to overcome past failures and implement a winning strategy to sell tax plans to your clients. Dominique draws from her extensive experience to guide us through the pitfalls and successes of shifting from compliance-based services to strategic tax planning. This episode offers insights and encouragement for tax professionals looking to enhance their practices by embracing proactive tax planning strategies.
102集单集
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