“For us, it’s about a long-term relationship. It’s about being a part of our client’s business for years to come, not just about cranking out one tax return.” - Adam Hale
The finer details of this episode
- How we sell our services through education.
- Why you should give away as much information as possible to your client base.
- How to position yourself as the subject matter expert.
- Why finding a niche is valuable.
- What to consider when choosing your ideal client.
- What the Summit CPA sales process looks like.
- How Summit CPA’s sales process is unique and why it works so well.
Episode resources
