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New podcast! Hosted by Jeff Dolan and Andy Frye, Tax Pro Nation is the show for independent tax professionals, airing every Monday.

13 – A Strategic Desire to Help with David Reeser

Executive sales trainer David Reeser visits the show to take the fear out of selling. The key is to have a strategic desire to help. He shares his thoughts on the mindset required to have helpful sales conversations without fear. We discuss his Victory Mindset concepts and get to role-play a sales conversation that follows a 4-Step process anyone can follow in their business.

While sales is applicable to any step on the The Pronto Path, the fear of sales conversations holds many back from growing their company. In this episode, David shares different ways to think about sales in order to change our mindset and therefore our actions when it comes to approaching sales with a strategic desire to help.

As Andy did, you might have gotten into the tax business because you thought there would be minimal sales required since everyone needs to do their taxes. The reality is, sales is becoming ever more important in the competitive landscape and knowing how to simply and effectively sell will be key to your success.


Resources Mentioned:

[47:16] David’s Pronto Tax School Sales Course for Independent Tax Professionals



[04:43] “Where I’ve seen some individuals fall short is that they’re so focused on the occupation of the task they want to do that they forget that we’re actually human beings.” —David Reeser

[05:00] “A proper sales strategy is built on a sincere desire to help others and communicate your value.” —David Reeser

[06:04] “I think sales is more powerful than just getting business done.” —David Reeser

[11:12] “If you cannot see it in your mind, you cannot hold it in your hand.” —Steve Harvey

[14:08] “Everyone is on the sales team!” —David Reeser

David Reeser
Executive sales trainer and CEO of IT Works
Sponsored by Sponsored by Pronto Tax School

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13 – A Strategic Desire to Help with David Reeser