5 Principles of. Success

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1 5 Principles of Success

2 1. Professionalism The Three Trusts (The Three V s) 1. Visual Trust a. Your Dress Should Reflect Your Profession 2. Verbal Trust a. Industry Specific Language 3. Viability Trust a. Know your Craft Etiquette & Manners

3 2. Marketing Marketing Tours 85% of Investment and Effort Personalize Marketing Materials Know your Demographic (EIC People) Sign placement is everything. College Take-Overs Paint the city Blue and Red

4 3. Communication (Phone Etiquette) Short and Sweet No Open Ended Questions Take Down Personal Info First Offer Free Estimate No Estimates Over The Phone Ever (Shoppers) Differ Fees Questions ( Schedule Based Fees) Schedule using today tomorrow technique

5 4. Assuming the Close Have applicant fill out Tax Payer application. Collect copies of all tax docs. (W 2,ID s,ssn,ect) Upload tax docs into the tax software. Perform the tax return using maximizing technique. Quote the refund amount minus fees. Ask what form of payment disbursement they would like. (Check, Direct Deposit, Walmart to Walmart or Debit Card) Never ask, do we want to move forward? Send the e-signature link to the tax payers phone to sign the remaining docs. State your are now submitting the return. Have the tax payer spin the Double your Refund Wheel the PDF form of the return to the client.

6 5. Turn Referrals into Appointments Ask for one last favor from the client. Request five referrals. Write down all the referrals names and numbers. Again, ask for one last favor. Request the client to give the referrals a call to give them a heads up. ( Don t be afraid to be a little pushy) In the process of the client calling their referrals, proceed to take the phone and set up the appointment using the today tomorrow technique.

7 Maximum Performance (Sales, Marketing, & Closing)

8 Six-Figure Effort Six-figure income will require six figure efforts. Remember, we perform a whole years worth of work in 3 ½ months. Top earners always focus on planning, organizing, executing.

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10 Setting Some REAL Goals Remove your ceiling Daily, Weekly, Monthly Chart your season highs

11 Quick and Consistent Follow-Up It only takes 60 seconds to loose a customer. Return all calls from customer A.S.A.P. Never book appointments too far out.

12 Casting a BIG enough NET 85 % of your efforts should be on marketing. YouTube Video Social Media Facebook Twitter Craig s List Press Release Pull tabs and apartment door flyer (no hand outs, waste of time & money) Blogs & Forums College Blogs & Forums Fraternal Orders Organizations Religious organizations Family & Friends

13 Prospect Sheet Refer a friend (give your friend a job) Earn $90 Attack your mobile phone rolodex Text Blast (Text: Call me I can get you a refund of $4,857 for only one child ) Blasts ( Call me I can get you a refund of $4,857 for only one child )

14 Brand yourself: Develop a tax name for yourself. (Sarah the Tax Diva)

15 Create Listings 1. Manta 2. Merchant Circle 3. Yellow Pages 4. Yellow Book 5. Yelp

16 Sign and Flyer Placement Highway off ramps, only Busy Intersections with long lights Around Malls Around WalMarts Around Schools Inside and around daycares DEFACS (Human Services) Apartment complex entrances & doors Sub-division entrances Around busy strip malls Frequented Parks Sport Facilities Colleges & Universities off campus hang-out areas College dorm rooms, libraries, cafeterias Around grocery stores Coffee shops Smoothie Bars Gyms Gas Stations Hair Salons Hair care stores Check cashing stores

17 Marketing Tools Yard Signs Flyers Tear Tabs Quarter Page Flyers Car Magnets Banners Business Cards ID Badge

18 Marketing Tools (cont.)

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20 Social Media Craigslist Local Classifieds EBay Classifieds Facebook Facebook Ads YouTube Twitter Instagram Yahoo Classifieds Google Ads LinkedIn LinkedIn Ads Article Directories Yelp Manta Merchant Circle Blogs Forums

21 Early Bird Gets The Worm

22 Start Today!!!

23 Health Benefits Membership (Sales, Marketing, & Closing)

24 What all does nucare cover? Coverage for your ENTIRE family Health, Dental, and Vision 24- Hour Physician Access (Bypass the hefty emergency room bill and long waits) No Copays or Deductibles Medical Bill Saver (Get your hospital bills negotiated for an affordable price) NO Tax Penalty Life Assistance (Critical Health Assistance) Prescription Saver (We'll tell you who has the best price in your area)

25 For tax year 2017, the penalty is 2.5% of your total household adjusted gross income, or $695 per adult and $ per child, up to a maximum of $2,085.

26 How to access website: 1. nuworld Platform 2. Resources 3. Additional Resources 4. nume, nubiz, nucare

27 NO HEALTH CARE BENEFITS

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