Pronto Tax School


A Strategic Desire to Help with David Reeser

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.

Step 5 of The Pronto Path: Acceleration

This week, we continue the series on our journey through all 9 steps of The Pronto Path. Step 5 is called Acceleration: earning a profit that makes a meaningful positive impact for our personal freedom and lifestyle. This step sees people either succeeding or watching the wheels start to come off.

3 Emails Every CTEC Tax Preparer Should Be Sending Your Clients this Summer

Every summer tax preparers have a fantastic opportunity to solidify their relationship with their clients. Email them and say Thank you! Update them on any relevant tax law changes. Let your clients know you are there for them.