For over 50 years, I’ve used a simple 3-step process to bring in high-value clients.

Now that I’m retired, I will work for up to five firms in any given month to sell clients. See the About Us section for more details about my experience.

Step One: I make you the local expert on tax planning by writing a 200-page high-end book (in your name), publishing it on Amazon, and then making it a best seller. The book is also used to get you into speaking engagements locally and on radio/podcast shows. This is followed by a second book on tax planning 30 days later and a weekly newsletter that goes onto the clients' social media and drops into their inbox. Once you target somebody you want as a client, they will quickly realize you are the preeminent authority in your market because of the collateral training material I will write in your name.

Step Two: Every week, you will pick the five targeted clients you want. Gift those 5 clients your books directly from Amazon. I will then start the selling process to get those five on the phone. This will include multiple phone calls, emails about tax planning in your name, and posting to social media. This effort will continue for three years. I am very polite, and at the first sign that the client is not interested, I will stop and note that in your reports. On average, you can expect I will invest one day a week working to get your five, for this week, on the phone and sold. My goal is to sell the clients at $500 to $4,000 per month. The higher fees come from offering to help the client move from tax reduction into asset building for generational wealth. On average, only one of the five will become your client. We may get the other four over the next three years, but not today.

Step Three: I use the books as the hook to get the client on the phone. You are the expert; I am the storyteller who works for you to introduce tax planning. I will not price your service, but will give the client a ballpark of what they can expect. I will then collect data to be sent to you directly. The client will come to your office to start the plan.

If you would like to consider hiring me as a 1099 contractor to sell tax planning clients in the $500 to $4,000 a month range, give me a call today at 520-834-0011. I prefer it if you call during daylight hours in Arizona.  

If you prefer to make an appointment, use the link below.

Email: KC@kctruby.com  520-834-0011
If you would like to chat,
My calendar link is https://calendly.com/kc--79/chat-with-kc