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Segment Smarter: High-Value Individuals and the Services They Actually Want
Manage episode 482777940 series 3613678
A tartalmat a Lee Reams II from CountingWorks PRO biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Lee Reams II from CountingWorks PRO vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
Not all 1040s are created equal. In this episode, Lee Reams II reveals how to break free from low-margin tax prep by identifying the right individual clients—and offering the strategic services they’re already looking for.
You’ll discover:
- The 3 highest-value individual segments (and how to speak to their pain points)
- What they’re really buying when they hire you (hint: it’s not a return)
- How to deliver year-round advisory with systems and AI that scale with you
If you’re ready to shift from once-a-year prep to relationship-driven planning, this episode is your roadmap. No hype. No salesy scripts. Just smarter segmentation—and the firm you actually want to build.
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