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Welcome to the What's Next! Podcast. I've met so many brilliant people as I traveled the globe and have had some fascinating conversations that I've wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
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[00:01 - 03:44] Opening Segment
- Salim Omar, CPA introduces Bob Wheeler to the show!
- He discusses how he got into accounting
- His focus on communication and service
[03:45 – 22:18] How To Manage Client Information And Maximize Tax Savings
- Mistakes he made early on including taking any client just to have billing
- Client attraction strategies include:
- Open to client requests
- Meeting with financial advisors
- Treating each tax return as a relationship
- Introducing office tools to manage client information
- Color-coded tax files for easy identification
- Using rolling carts to track the progress of tax returns
- Focused on what they were good at and avoided financial audits
[22:19 - 25:59] Closing Segment
- Bob Wheeler shares his mission which is, to provide service to help people pay taxes without overpaying and strategize for tax savings
- Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!
- Final Words
Connect with Bob Wheeler on his:
Website: The Money Nerve
Facebook: The Money Nerve
Twitter: The Money Nerve
Instagram: The Money Nerve
Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory.
Don’t forget to like, subscribe, and leave us a review!
If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/
If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com
Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast.
Tweetable Quotes
“I'm never going to lower the expectation of excellence. I'm not going to settle for mediocrity.” - Bob Wheeler
"There's no right or wrong answer, but really get clear and then make sure people understand that's your mission." - Bob Wheeler
"You become clear about what your strengths are, what are you good at, which is relationships, and then you've got your team doing everything else to help you stay in front of the clients." – Salim Omar, CPA
45 episodes
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