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7 QUESTIONS TO UNLOCK THE VAULT TO MORE  REVENUE TOOLKIT 



An Easy Step-By-Step Method to Help Your Clients See That Tax & Accounting Work is Wealth Work.


CLICK PLAY TO WATCH

 

 

GET ACCESS TO A TOOLKIT DEVELOPED TO
CREATE BETTER AND EASIER REVENUE OPPORTUNITIES For
Tax & Accounting Advisors

 

 Struggling with selling your services and can't find the time to master sales?

  Finding it increasingly difficult for clients to make up their minds about your proposal?

  Want to stop doing low-fee transactional work and shift into high-value advisory work?

  Have you figured out how to quickly move clients into premium services?

  Are you finally tired of long meetings that produce no new revenue? Then know...

 


The Cash Flow Conversations
Toolkit
Was Designed With You In Mind


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Tax and Accounting Advisors now have the potential to earn more revenue from their clients and prospects by using the 7 Questions To Unlock The Vault To More Recurring Revenue Toolkit.

SAVE TIME

With just seven questions, in minutes you get to unlock the vault of problems that keep your clients from reaching their goals, even if you have no sales skills.

Plus you will know the result they're willing to pay a premium for.

STOP UNDERCUTTING

Stop undercutting your ability to earn more revenue.

Failing to ask the right questions is a guaranteed way to miss out on hidden opportunities to showcase your premium services.

STRATEGIZE FOR SUCCESS

Generate better, bigger, more profitable proposals based on the massive problems your clients exposed as their top priority.

Each of the seven questions empowers you to strategize for a win-win follow-up meeting.

 

Here's What You Are Getting In The
Cash Flow Conversations™ Toolkit

 

We created this asset to show you exactly what to ask to quickly uncover the problem, the payoff, and the premium solution your clients and prospects will gladly pay for.

In minutes you'll have the clarity and confidence to build more profitable proposals that align with your client's ultimate goals.



The toolkit includes 3 Editions Plus A Bonus...


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CONSULT WITH CONFIDENCE 

OUTCOMES FOR ASKING THE RIGHT QUESTIONS

  Meetings will be more productive and efficient than they are now.

Clients will clarify the real issue you can solve for them and their desired results.

The conversation speeds up how fast clients decide to move forward.

The questions are strategically organized to help your clients and prospects see that their wealth goals are tied to your solutions.

 

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ADVISORY THAT IGNITES ACTION

OUTCOMES FOR POSITIONING YOUR EXPERTISE

Affirm
the expectations of your client to build better high-margin proposals.

Know the previous solutions that failed and why.

Frame your expertise as a requirement, not an option.
 

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FROM PROBLEMS TO PROFITABLE SOLUTIONS

OUTCOMES FOR AGREEING TO THE RIGHT SOLUTION

Know which preliminary premium solutions they're open to exploring before you invest time building a proposal.

Win their agreement in advance about how the collaboration will work towards a speedy resolution.

Provide clarity about what the next steps are for moving forward towards their goals.

Uncover hidden opportunities to earn more recurring revenue in the upcoming months.

 

BONUS -
EARN MORE WITH CRYPTOCURRENCY CLIENTS

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As more taxpayers find their way into cryptocurrencies and digital assets, they will need support and advisory to stay compliant.

This is a win-win opportunity if you learn how to leverage it before everybody becomes a "crypto tax expert."

If your long-term goal is to be a strategic advisor to affluent cryptocurrency taxpayers, executives, and business owners -- the opportunity is now to expand your understanding, showcase your expertise, and create new recurring revenue services.

Even if you don't know crypto, use this toolkit to ask the right questions, get the right information, mitigate liability, and create new revenue possibilities.

 

 

FAQ