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How to Market and Manage Your Firm During Quarantine

HOW TO MARKET AND MANAGE YOUR FIRM DURING QUARANTINE

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 3, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join Nate Hagerty (CEO of TaxProMarketer), Andy Frye (CEO of a multi-location tax firm), and Anthony Simonie (CEO of Client Elevator) for a panel discussion of how YOU can THRIVE during this COVID pandemic, and serve your clients well.

We'll have LIVE Q&A, plus we'll talk about ...


  • How to simply and easily serve your clients remotely, no matter how many employees or clients you have

  • Why OVER communicating during this season will enable you to keep your clients ... and even grow through the process

  • New opportunities arising to come alongside business owners and high-net-worth clientele during the next month

  • Simple solutions for each of these issues, and more

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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With a youth ministry background, Nate Hagerty entered the tax industry in 2003 and became the Marketing Director of a regional tax firm in Virginia.

This firm grew from a small $50,000/year firm to one which took in over $4.3 million in tax prep fees alone in less than ten years, employing over 440 people with 23 locations throughout Virginia, West Virginia, and Tennessee. From 2003 until 2006, Mr. Hagerty directed the marketing and sales of this company, as it yearly surpassed the sales of well-known national franchises in its 15 market areas. During this period, he worked as a coach and consultant to the tax and accounting industry, helping thousands of other tax business owners in the US, Canada, Australia, and the UK make more money and grow their companies.

Having founded and sold his first business by the age of 30, Mr. Hagerty (a Mensa member) is a 3-time "40 Under 40" honoree by CPA Practice Advisor. He has been published widely in industry publications and is the author & editor of two Amazon Best-Selling books (Breaking the Tax Code, Vols. 1 & 2).

He now devotes his full-time energy to assisting other business owners in achieving their long-held dreams for their businesses by building profitable “herds” of clients through a down-to-earth, relationship-oriented approach. TaxProMarketer combines his relationship-building expertise (from his experience as a youth minister), his passion for effective and clear communication (informed by his English degree from the University of Virginia), and a gift for writing copy that sells. He is married and has six children, four of whom he and his wife adopted from Ethiopia and Uganda.

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Anthony Simonie

Client Elevator
CEO and Co-Founder
anthony@clientelevator.com
(816) 682-5212

Clientelevator

After building multiple seven-figure online and offline businesses from scratch, Anthony turned his attention to helping other small and medium-sized companies scale profits by leveraging his unique no BS approach to marketing and sales. 

You’ll often hear him say that “Results are all that matter.” 

And for more than 14 years, his passion has helped businesses and professional service providers grow sales and profits by effectively leveraging unique marketing and sales strategies, both online and offline.

Anthony has what some call a "gift" to find new and hidden profit opportunities and deploy systems and processes that predictably attract, convert, and retain high-quality clients and customers. 

Anthony has worked alongside some of the most brilliant business minds on the planet and brings a wealth of knowledge and experience to his clients. 

He’s successfully built three brick and mortar service-based businesses, co-founded four successful online consulting and training companies (serving more than 10,000 clients).

He's become a highly sought-after business strategist that is known for getting things done. 

Anthony is married with two children through adoption and resides in Austin, TX.

About Our Presenter

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15+ year veterans of the tax and accounting industry — with a focus on digital marketing — the TaxProMarketer team has established a reputation for straight-talk and results on behalf of members and subscription-level clients.  Collectively, the TaxProMarketer team have become widely-followed voices and the foremost marketing agency to the tax and accounting industry.

TaxProMarketer was established in May of 2007 in response to increased demand for real-world, relationship-building (and profit-producing) marketing tools for use in the tax and accounting industry. Currently, TaxProMarketer staff serve clients all across the United States and Canada who use their services to build relationships with their prospects & existing clients, as well as to grow the value of their business (for immediate cashflow and future sale-ability) by utilizing these tools. Their tools include: a relational email marketing program, social media feed program, local listings management and optimization, and creating full “online marketing machines” for clients (which include SEO-optimized, conversion-centric custom websites).

TaxProMarketer is an Infusionsoft Certified Partner, a Digital Marketer Certified Agency, and a Yelp Ads Certified Partner.