Practitioners keep saying how much they want to get off the hamster wheel. They are tired of the stress of running their practice. They don’t want to go through another tax season where they’ll have to work crazy long hours. The solution is high-value clients.

High-value clients enable you to do less and get more. To get to $1,000,000 in annual revenues, you only need 67 clients paying you $15k/year. Imagine how much easier and more enjoyable it is to run a practice with a client roster of 67 clients instead of the typical client roster of several hundred low-fee personal tax clients and dozens of business clients that generate significantly less revenue and cause high stress, long hours, and lesser enjoyment. 

Learning Objectives: 

• Outline simple methods you can tap into to attract a consistent stream of high-value clients who gladly pay $15,000 annually for your help


• Summarize a case study on how a few simple changes help members attract high-value clients and double income


• Define the “Authority” snowball effect including three quick ways to stand out, get noticed, and begin attracting pre-sold clients fast


• List five common myths about attracting high-value clients and how you can implement these proven techniques even if you don’t think you have the right skills or team in place now