The CPA Marketing Genius Podcast

3 Important Things To Consider When Creating Your Plan for 2022

Episode Summary

Now that the tax season is over, we can plan for the rest of 2022, what are the next six or seven months look like? Having a plan is so critical and having a roadmap will help serve as a guide for you to focus on what’s important in the three things that you really want to be thinking about. As you put your plan together, you have to realize the importance of creating a turnkey business and practice that serves you rather than you serving it. In this episode, I share my tips and advice on creating a successful practice and how important it is to have a system in place that attracts high-paying clients. I also discuss the important of having a team and how it’s essential for a successful practice. I share my tips on one of the things you need to do to create a turnkey practice is put in place a client attraction system and have a team that is dedicated to your success. Another value-bomb episode so make sure you tune till the end!

Episode Notes

[00:01 - 01:03] Opening Segment  

Salim shares his tips and advice on creating a successful practice and how important it is to have a system in place that attracts high-paying clients.

 

[01:04 - 04:30]  

Creating a turnkey lifestyle practice is more important now than ever

Putting a system in place to attract high-paying clients is key

Having a team that is successful and enjoys their work is important

 

[04:31 - 06:54] Finding Clarity in Business  

A team that is excited and motivated will be more productive

Having a plan in place will help elevate your team to championship level

Streamlining your operations will free up your time so you can focus on your practice

 

[06:55 - 07:03] Closing Segment  

Final words of advice

 

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If you want to learn more about the Salim and CPA Marketing Genius, visit www.cpamarketinggenius.com  

 

 

Thanks for tuning in; we’ll see you next time!

 

 

Tweetable Quotes  

 

“Streamline your operations with documented systems and processes so that it's turnkey, it's truly a practice, a business that is not as owner-dependent” – Salim Omar

 

"Put a plan in place to elevate your team" - Salim Omar

 

“Life is short, it's unpredictable… Enjoy the journey as you go through it.” - Salim Omar