Sara's Daily, Feb 22nd 2024
Question from a subscriber:
"How to handle lawyers and CPAs who are screwing up with their clients.?We are never supposed to argue with attorneys or CPAs, yet many are giving awful advice.?How to handle this without alienating COIs?"
The risk here is that if you contradict the attorney or CPA, you are undermining the client's judgement (rightly or wrongly) because they chose that person.
My advice would be to frame it as curiosity rather than criticism. Phrase your objections in as reflective a way as possible.
Example:
"Usually I see it as the standard deduction in cases like this. (pause, smile) I'd appreciate learning more about why you elected to itemize and what you see as the benefits of doing it this way."
It's more about how you say it than what you actually say:
BOOM there ya go - and that's today's marketing tip!
?
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On Monday,?February 26th from 12 to 1 PM ET, I am having a virtual workshop for?10 people only.
The topic will be "how to write a killer newsletter."
I'm going to go through the process, from start to finish, and then take questions.
The cost will be?$50 per person.
If you are interested,?send me an email?at [email protected] and let me know why you would like a spot and why you are interested in learning how to write a killer newsletter.
If you are finding this newsletter valuable, please feel free to support its production by making a $20 contribution via this PayPal link or via Zelle to [email protected].
-Sara G