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FIB - Scams 101 - Ye Olde Archives
Posted By: Bonnie Lee <SuccessMoneyA1@aol.com> In Response To: Re: I need a better job (Chuck Huckaby)
Friday, 4 February 2005, at 4:11 p.m.
>Excellent thought out reply....Right on!!
I guess the thing to ask is...
> What is your marketplace (boom town or ghost town)?
> What is your specialty (taxes? bookkeeping?)
> Are you a CPA?
> Do you sell products?
> Do you have a niche?
> How big a book of business do you have?
> Do you have tax preparation clients who can generate other business after
> April 15th?
> 1) I knew a fellow once who was actually a life insurance agent.
> But he started out by doing tax preparation.
> That gave him fee income and a client base.
> From there, based on his clients needs he sold insurance, annuities, and
> brokered mortgages.
> But the tax preparation business was the base for all that.
> 2)Another CPA I know helps offices set up Quick Books so they can give him
> a CD with the data he needs to do the taxes, etc.
> Could you sell software systems, upgrades, installs to complement your
> business?
> 3)Do you train people to do taxes and then benefit from an override for
> their labor during tax season?
> 4) Are there professionals you respect and know to be honest who would
> like to sell IRA's to your customers...
> Could you do seminars for your customers (especially now) on IRA's. You do
> the talk on taxes. They do the talk on product.... Could you get them to
> pay the advertising and room fees so it's "free" to you but you
> both invite folks and benefit?
> Just brainstorming...
> Chuck
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