Because of a combination of industry-wide inertia and poor modeling, tax and accounting firms have failed to leverage the dynamic and rich opportunities available through the extremely powerful mediums of email marketing and social media. This session will give you the understanding to create email marketing campaigns and structures by which you will easily convert online leads and social media connections into high-paying, A-grade clients. Further, you will be provided with simple shortcuts to make this process time-effective and manageable.
Discover email marketing as the “hidden secret” behind most thriving internet marketing businesses — and why it doesn’t look like what you might think
How to deliver emails that don’t feel like a sales message, but which lock-in your clients and prospects so that they wouldn’t even consider using another firm
The best for last: simple shortcuts to easily implement concepts from both sessions and establish your firm as the dominant player in the local online marketplace
With a previous background in youth ministry, Nate Hagerty entered the tax industry in 2003 and became the Marketing Director of a regional tax firm in Virginia.
This firm grew from a small $50,000/year firm to one which took in over $4.3 million in tax prep fees alone in less than ten years, employing over 440 people with 23 locations throughout Virginia, West Virginia and Tennessee. From 2003 until 2006, Mr. Hagerty directed the marketing and sales of this company, as it yearly surpassed the sales of well-known national franchises in its 15 market areas. During this period, he worked as a coach and consultant to the tax and accounting industry, helping thousands of other tax business owners in the US, Canada, Australia and the UK make more money and grow their companies.
Having founded and sold his first business by the age of 30, Mr. Hagerty (a member of Mensa) is a 3-time "40 Under 40" honoree by CPA Practice Advisor, has been published widely in industry publications and is the author & editor of two Amazon Best-Selling books (Breaking the Tax Code, Vols. 1 & 2).
He now devotes his full-time energy to assisting other business owners in achieving their long-held dreams for their businesses by building profitable “herds” of clients through a down-to-earth, relationship-oriented approach. TaxProMarketer combines his relationship-building expertise (from his experience as a youth minister), his passion for effective and clear communication (informed by his English degree from the University of Virginia), and gift for writing copy that sells. He is married, and has six children, four of whom he and his wife adopted from Ethiopia and Uganda.