Currently For TAX PROFESSIONALS ONLY

Who Else Wants…

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– An organized structure for referrals with no effort on your part

– Instant superior economic advantage over your competitors by skyrocketing your “dollar per client” numbers-with regularity

– Clients so responsive they’re calling you begging for you to charge them more fees for the services you provide

– A “family atmosphere” around your business that none of your competitors can match – even if you’re the most socially boring individual on the planet (you know who you are!)

– More repeat business year after year after year (Retention rates that shock your competitors and AGAIN enable you to charge embarrassingly high fees–no matter the state of the economy)

– An “exit strategy” on steroids because your business is so well-positioned for re-sale that it will demand a buy-out number you can be proud of

– An “authority position” with your clients such that they’re willing to do business with you the way YOU want (instead of how THEY want), without complaining

– A smug smile on your face at next year’s IRS Forum when you realize that you didn’t lose ANY of your clients to “Turbo Tax” or Block’s online tool

And the best part…

– An even larger smile when you stare at your bank balance-BEFORE tax season even starts!

Dear Friend,

This tool will “set the table” for your business so that all these things will FINALLY become a reality. Instead of continually hearing about others’ success (or scrapping like crazy for what you’ve got now), you can finally have these things for yourself.

Oh, and the best part… I’m going to do it for you.

The first step to “Building a Herd” and turning your client base
into a family–a very PROFITABLE family–

is a Direct Response Newsletter.

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[Yes, you can look now...but come back here when you're done. I'll explain it all to you :) ]

You’re probably familiar with the slick, pre-packaged pabulum newsletters out there. But I am here to tell you, they are an ENORMOUS waste of money. They go right in the trash, like other junk mail. They do NOT stimulate response or referrals…they are just more noise.

You see, I have squeezed the marketing expertise of “in the trenches” work in our industry, PLUS I have spent MANY thousands of dollars on direct-response education and now command daily fees in the thousands for my consulting clients and copywriting fees even higher. So this won’t be your “ordinary” newsletter!

In addition, I have been researching and “tweaking” this tool by gathering the best of what’s working in other industries (a surefire recipe for success) and combining it into one magnificent whole.

I know for a fact that there is nothing like this in our industry today. Our Clients love it! (See “Success Stories”)

This tool includes:

1) Seven psychological “triggers” that instantly bond a relationship with your clients AND selected prospects which will put your clients in an iron cage and automatically stimulate word-of-mouth, referrals (the best kind of clients to get), and clients coming into your office during the offseason to have you provide other services for them

2) Important information and three “involvement devices” that cause clients and prospects to crave this tool month after month (but fortunately, you won’t miss a month)

3) Selected direct response offers, hand-crafted by an expert copywriter, practically forcing prospects and clients to call you and come to your office. Those other opportunities you’ve taken advantage of? You’ll have a fine-tuned vehicle to steer your growing herd into other services and products, at your heart’s desire.

And, of course, much more.

The net result of these built-in, psychological bonding devices (and the consistency of the monthly arrival) is a top-of-consciousness relationship. This is so much more than “branding”…this tool guarantees that when they think of big refunds, effective tax planning and saving money for themselves (OR for someone else) they AUTOMATICALLY THINK OF YOU.

So just a few things that make THIS tool so surprisingly different…

1) It has very little tax content. And…this is one of its most successful secrets. It’s not filled with dry, boring articles only interesting to US within our industry. Instead it’s filled with compelling (and timely) involvement articles, humor, controversy and information people WANT to read every month-which is the name of the game.

2) This thing ain’t pretty or slick. I do this on purpose so that it looks to your clients as if you hunkered down over some old computer and cranked this thing out by the force of your will and love for them. They will have no idea that YOU DID ALMOST NOTHING!

3) Every month, I structure the content of the newsletter with tested and proven direct response techniques and “direct referral stimulators” making response and referrals almost automatic.

4) The monthly frequency is guaranteed. Here’s why…there are a couple other services out there that will give you a newsletter (a dry and boring one, not even customized)…but my staff and I take it to the next level-we will print and mail it FOR you, and will personally guarantee that it hits your clients’ mailboxes consistently. This will build TRUST, stability–and the unique, “done for you” top-of-consciousness relationship-which stimulates more business, during the season and even not.

So the content, the form, the structure and the frequency are all critical.

But I know from personal experience that, even if I took the time to teach all of what I’ve learned about these things to you (and charged you the thousands that I spent to get it done)…

YOU STILL WON’T GET IT DONE!

As I’ve been observing the power of this tool, I’ve noticed a consistent trend within small businesses, especially in the tax and accounting industry-there just isn’t any time!

You’re probably nodding to yourself right now, because the reality “on the ground” for most tax professionals is this: we can barely keep our heads above water during the season to complete all the returns…much less write a “silly” newsletter!

You’d think there would be some respite during the offseason, but even THAT time gets taken up by the other important parts of making the financial lives of your clients better and easier.

The critical element you’re missing, AND what I’ve built requires…

  • NO learning curve
  • NO new skills
  • NO “homework”
  • NO pile of CD’s and manuals
  • NO workshops to attend
  • NO talent required on your part
  • NO more detail work for you or your staff
  • NO more dealing with printers and mailhouses

…practically NO MORE WORK FOR YOU AT ALL! In fact, some months you might opt for the “default” letter (Which will still have your information and photos, client testimonials and special offers included), you will not have to do a THING, and your phone will start ringing. A relationship-building marketing system on TRUE autopilot!

Even better, with the combined buying power of my mailing, PLUS the existing relationship and level of trust I’ve established with our printer and mailhouse, you will save money on the normal costs. And even more, my staff, vendors and I will make sure that EVERY month, it gets done correctly and on time.

One Important Caveat…

If you work with affluent clients, you will be tempted to believe “this just isn’t professional enough for my clients”.

You’d be wrong.

See, the whole point of this tool is to get it read. And the plain fact that it doesn’t look slick, commercial or “off the shelf” is what gets it welcomed as “your” personal newsletter instead of just tossed into the trash like all the other junk mail.

Oh and one more thing…

You’re Gonna Grow Your Business “Under The Radar”…
Your Competition Won’t Know What Hit ‘Em!

When I was a kid, I was fascinated by the stealth fighter. I remember that old Clint Eastwood movie, Firefox¸ where his character is sent behind Russian lines to steal the prototype of a revolutionary plane…a stealth fighter that is controlled without the push of a button, but by the power of the pilot’s thoughts. This kind of plane was invisible to enemy radar and would tilt the balance of power throughout the world…under the radar.

The problem with a lot of good, clever and effective ad techniques is that other tax business owners see them being used successfully and repeatedly so they copy them. Pretty soon, you’ve got a boatload of tax businesses using the same stuff.

This is different.

This tool puts your clients in a relationship “iron cage”-a fence for your growing herd-magnifies their value, makes them immune to solicitation by other tax businesses, and bonds them to you like Gorilla Glue. And it all happens “under the radar”-invisible to other tax businesses! You’ll be “making your money in the dark”!

The other folks in your market area will have no idea how you have such loyal clients, and why it is so easy for you to charge them high fees AND take advantage of so many other business opportunities with your clients snapping up your offerings like hotcakes!

In fact, when you use this tool to “farm” a prospect list around your office, it uniquely brings you clients that come to you BEFORE they ask anybody else about tax preparers, before your competition even knows they exist…and you’ll grab a few away from that CPA down the street who bugs you so much-without them knowing what hit ‘em!

This Will Be The Easiest Money You’ve Ever Made
In The Tax & Accounting Business…

No learning curve. The best, most-responsive clients you could imagine. Not even any need to implement anything! Quality clients coming to you, with you even having to market for them…

It happens 100% automatically, and it is completely DONE FOR YOU!

Can you…

  • Answer the phone in your office?
  • Handle a new “walk-in” referral client?
  • Prepare a tax return?
  • Provide other, profitable services to your clients?

Yes? :) If so, this WILL be the easiest money you’ll ever make. Here’s what you’ll discover…BEFORE you invest in great ads, cute slogans, broadcast media or even direct mail, the one thing that all of these pieces are missing is…

A relationship.

When you have the kind of relationship-based assembly line that my “tool” produces, by next tax season, it’s entirely possible that you could be completely liberated from all the other “junk” you have to deal with in marketing your business and run it almost completely on referrals…(now you’d be smart to keep multiple streams going, but it IS possible!).

Stack the Deck. Tilt the table in your favor. Build Your Herd and do it right. Let all the other tax businesses in your area waste 95% of their time and money going after 26% of the market. You focus on the rest.

And now, finally-there is a practical, proven way to do just that, affordably, scientifically, and with no effort on your part.

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Here’s Exactly What’s Going To Happen For YOU…

Rather than drop-shipping you a bunch of tapes, CD’s, manuals, I’m going to hand you the keys to your own Stealth Bomber. This tool is made for building and maintaining a highly-profitable “herd” of clients and prospect that will support you in style, in AND out of tax season. And it will KEEP working, as long as you are in your business. It’s that simple. Oh, AND…

I do it all for you. My staff and I will write, customize, print AND mail your newsletter for you…so the essential element-monthly frequency-is guaranteed.

“So How Much Does This Cost?”

I bet you’re thinking that subscribing to this tool will cost you a fortune. I’m happy to tell you that it doesn’t.

I’ve spoken personally with business owners across a wide variety of different industries, real estate agents to car shop owners, dentists and mortgage brokers, and when I ask them if this sort of tool was expensive to use, they’d laugh at me. They laughed because they recognize the value more than they see the cost…it’s in their ever-increasing bottom line.

To them, it’s not a “cost”, it’s an investment in continuous income and ever-growing market share.

But I also realize you haven’t used this tool yet, so it’s a legitimate question.

Would you agree with me that the main reason you wouldn’t invest in this tool would be the money involved?

How Much More Money Do You Spend to GET a Client?

Many tax business owners and CPA’s I work with don’t even know this number, but if they were forced to break it out, it’s usually well into the three digits. Getting clients on the front end is expensive.

So what are you doing to keep them?

Many business owners blithely assume that once they’ve got a client, keeping them just requires maintaining their presence on their advertising list, and they’ll come back. This, even in the face of the cataclysmic changes occurring within the economy and our industry. They’re like the proverbial ostrich with its head stuck in the sand.

You, on the other hand, know that in marketing, you can’t “assume” anything. Many businesses, even those with small transaction sizes, are being forced to pay large percentages of the revenue from their clients to keep them. And they’re smart to do so.

So try this on for size… $1.88 a month. (Pricing varies according to how many letters you send)

And that price includes writing, printing, customizing, mailing AND postage!

Would you be willing to buy your client a pack of gum, even once a month? Because for the same price, you’re doing much more than ensuring their fresh breath!

For $1.88, you’re setting into place an organized structure for referrals, turning that $1.88 into $250.00+ real quick-like. For $1.88, you’re putting an “iron cage” around your client-ensuring that they’ll never want to leave you again. For $1.88 you’re transforming your business into a family-a family of clients who cheerfully pay you top dollar for additional services you provide. For $1.88, you’re creating additional revenue streams outside of the tax season, such that you’d never thought possible. All that for $1.88 a month … like one pack of gum a month. And that’s if you only have a few folks on the list. The price is even cheaper per client, when you’ve got more.

Why so cheap? I’ve passed on savings to you because of my pre-existing relationship with my print/mailhouse…they are willing to lose margin on this because they want to invest in this working well for you. His margin is tiny because he knows that when people start…it’s addictive, and they hardly stop. He makes up the margin on the eventual volume of my orders.

Oh, and here is my rock-solid guarantee…

Rock-Solid, No Obligation Refund Guarantee

You May Cancel Your Subscription At Any Time. No Questions Asked.
All Pending Orders Refunded. You Keep Your Basic Membership. Seriously!

But what’s the most likely result? You’re an accountant…work the numbers with me. Let’s keep it simple.

You send 500 newsletters at a cost to you of $1.88 per month. After a few months, the calls start pouring in…for that $900, you’re now not only getting referrals and “locking in all of your clients”…but you’re getting even more bang for your buck with the customized offers I write for you to create revenue out of thin air-where there was none before. You’ll make that money back in a heartbeat. What will it take each month…3 tax reviews?

And in case you don’t already see these, there are a bunch of ancillary benefits to using this tool…

Additional “Hidden” Benefits of Using Wealthy and Wise

– Saves you money on any additional marketing you will be doing by providing you with a vehicle in which you can send inserts or other correspondence and save postage at the same time

– Increases readership of ALL your marketing and direct communication by “training” your clients to read your information.

– Raises the value of ANY other business opportunity you invest in by creating for you a more responsive list

– “Multiplication Effect” as clients share your printed newsletter with friends, family and associates as news rather than advertisement.

– Stronger “Authority” positioning with your clients which saves you and your staff headaches and enables you to set firmer boundaries so you can concentrate on making more money.

Bottom Line: Remember that I’m not just giving you some pile of books and tapes…I’m building FOR YOU a marketing system, designed to capture, grow and maintain a client base without you having to even lift a finger. What could be better than that?

Remember that old clip from “I Love Lucy” where she and Ethel are trying like mad to get the wrappers around the little chocolates? That kind of conveyor belt of ready-made, well-paying clients is what I’m handing to you on a silver platter.

“So How Do I Get Started?”

Simple. As a Basic Member, you can access next month’s edition
of Wealthy and Wise right here…for FREE.

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