Question

Topic: Taglines/Names

Referral Taglines For Tax Preparers

Posted by rshanaman on 12/3/2014 at 10:05 AM ET 125 Points
Getting ready for 2015 tax season and would like to add a consistent tagline to each of our staff's signature. We have a loyal client base who might just need a subtle reminder to make referrals.
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RESPONSES

  • Posted by Jay Hamilton-Roth on 12/3/2014 at 10:19 AM Accepted
    A signature referral won't magically get referrals. Instead, what can you say about how much you've helped your clients? How about: We've Saved Clients Over $10Million (for example)?
  • Posted by Gary Bloomer on 12/3/2014 at 1:08 PM Accepted
    Often, securing recommendations from clients requires giving them something of value as a thank you or as an incentive, such as a percentage discount.
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