Wednesday, May 1, 2013

Get Clients to Stay in Touch After Tax Day

As tax season winds down, it may be hard to think about work beyond the imminent and deserved time off, but there are points you can raise with clients to keep them coming to you for the rest of the year, too.

“Have you visited your doctor for your annual physical? Have you seen your dentist once or twice in the past year? Your financial health is as important as your physical health. To stay healthy, you must monitor your health and be aware of any changes. Your financial health needs to be monitored in the same way,” according to a marketing primer from the National Association of Enrolled Agents.

To read the full article click here 

Source: Jeff Stimpson,

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