Our guest on this episode is William Marcus Lopez. Join us as he shares his heart-wrenching story of going from entrepreneur to employee to starting over again in the tax business after his spouse passed away.
Our guest on this episode is Joel Harworth. Join us as he shares his ambitious story of adding on an acquired tax business to his financial services business of 20 years.
Tax pro and entrepreneur Casimiro Jesse Peña sits with Jeff and Andy as Tax Pro Nation’s first guest on the show to talk about client care. Jesse goes deep into the insights that have helped him grow his tax career and how truly caring about the client is key.
This week, we complete our series on our journey through all 9 steps of The Pronto Path. Step 9 is called Fruition: leave your legacy. This step is truly an achievement, but only for those who prepare for it ahead of time.
Executive sales trainer David Reeser visits the show to take the fear out of selling. 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.
