Question: What do tax season and the family scrapbook both have in common?Answer: They are both keys to growing your firm's financial planning practice.
During tax season, many of our members met with most, if not all, of their clients. For some CPAs, this is a hectic period in which they don't have time to put on clean socks, let alone spend extra time schmoozing with their clients. On the other hand, I know of at least one colleague who makes the time to gather new family photos each year from his tax clients and post them on the bulletin boards around the office.
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