Purple arrow icon used for navigating back to an item on the page.
Back to all podcasts

Maximizing Client Loyalty: Proven Retention Strategies for Tax Professionals

Grey calendar icon to indicate the release date of a Refundo podcast episode.
February 27, 2024
–
Podcast
Follow Refundo on FacebookFollow Refundo on X (formerly Twitter)Follow Refundo on YoutubeFollow Refundo on InstagramFollow Refundo on Spotify
Maximize client loyalty with proven retention strategies for tax professionals. Build trust and grow your practice.
Refundo arrow designs representing tax business growth.Refundo arrow design representing tax professional growth

In this episode, we dive into effective client retention strategies for tax professionals, highlighting the importance of maintaining existing clients through personalized communication and leveraging technology for feedback and social proof. We explore unique B2C and B2B strategies, innovative loyalty programs, and the value of adding services like financial coaching.

‍

Join us as we discuss how regular updates, educational content, and community building can transform satisfied clients into advocates, ensuring a predictable revenue stream for your tax practice. Tune in for actionable insights and join our community for more resources. Thanks for listening!

‍

For more information go to www.refundo.com

‍

Related Episodes

Educational resources for tax professionals: webinars, blogs, and online courses. Enhance skills and stay competitive.
Grey calendar icon to indicate the release date of a Refundo podcast episode.
September 10, 2024
Grey clock icon indicating the length of the podcast episode.
23min 28 sec
Educating Your Audience: Webinars, Blogs, and Online Courses for Tax Professionals
Welcome back to another episode of the Marketing for Tax Professionals podcast! 🎙️ We dive deep into the importance of educating your audience and how to effectively use different types of content to do so. From webinars to blogs to online courses, we cover it all!
White Play button icon
Listen Now!
Apple Podcasts logo for Refundo Podcast episodesSpotify logo for Refundo Podcast
Master Facebook ad campaigns for tax professionals. Boost client engagement and grow your practice effectively.
Grey calendar icon to indicate the release date of a Refundo podcast episode.
August 27, 2024
Grey clock icon indicating the length of the podcast episode.
18min 51sec
Mastering Facebook Ad Campaigns for Tax Professionals
In this episode, we dive deep into the technical aspects of setting up ad campaigns specifically designed to generate leads for tax professionals. Jesse, our marketing director, provides a step-by-step guide on how to create effective ad campaigns, focusing on the lead ad objective.
White Play button icon
Listen Now!
Apple Podcasts logo for Refundo Podcast episodesSpotify logo for Refundo Podcast
Build your tax business through community: Facebook groups, local meetups, and networking strategies for growth.
Grey calendar icon to indicate the release date of a Refundo podcast episode.
August 20, 2024
Grey clock icon indicating the length of the podcast episode.
24min 46sec
From Facebook Groups to Local Meetups: Enhancing Your Tax Business Through Community
Welcome back to the Marketing for Tax Professionals podcast! In this episode, Emely Roman and Jesse Arroyave dive into the importance of building a community presence both online and offline. They discuss the benefits of community engagement for tax professionals, focusing on strategies involving Facebook groups and local events.
White Play button icon
Listen Now!
Apple Podcasts logo for Refundo Podcast episodesSpotify logo for Refundo Podcast
Tax season prep: newsletters, paid ads, and client retention strategies to maximize efficiency and client satisfaction.
Grey calendar icon to indicate the release date of a Refundo podcast episode.
August 13, 2024
Grey clock icon indicating the length of the podcast episode.
21min 43 sec
Preparing for Tax Season: Strategies for Newsletters, Paid Ads, and Client Retention
Welcome back to the Marketing for Tax Professionals podcast! In this episode, hosts Emely Roman and Jesse Arroyave dive into essential strategies to help you prepare for the upcoming tax season. From sharing newsletters and running effective paid ad campaigns to offering additional services, we've got you covered.
White Play button icon
Listen Now!
Apple Podcasts logo for Refundo Podcast episodesSpotify logo for Refundo Podcast
Master cold outreach for B2B growth. Effective strategies to connect, engage, and grow your tax business.
Grey calendar icon to indicate the release date of a Refundo podcast episode.
March 12, 2024
Grey clock icon indicating the length of the podcast episode.
19 min 34sec
The Art of Cold Outreach: Effective Strategies for B2B Business Growth
Welcome back to our latest podcast episode, where we dive deep into the often misunderstood and underutilized strategy of cold outreach. Despite its reputation, we’re here to debunk the myths and show you why cold outreach can be a game-changer for B2B businesses, especially for tax professionals.
White Play button icon
Listen Now!
Apple Podcasts logo for Refundo Podcast episodesSpotify logo for Refundo Podcast
Master paid marketing campaigns for tax professionals. Boost visibility, attract clients, and grow your business.
Grey calendar icon to indicate the release date of a Refundo podcast episode.
March 6, 2024
Grey clock icon indicating the length of the podcast episode.
24 min 15sec
The Tax Pro’s Guide to Effective Paid Marketing Campaigns
Welcome back to the Marketing for Tax Professionals podcast! We dive into the exciting world of paid marketing strategies for tax professionals. What We Discussed: Key Takeaways: Remember, paid advertising is not just about hitting publish; it’s about having a strategy, the right systems, and a willingness to invest in your business’s growth. Join us […]
White Play button icon
Listen Now!
Apple Podcasts logo for Refundo Podcast episodesSpotify logo for Refundo Podcast
Play button icon for the Refundo podcast
See All Episodes
World of Opportunities

The Marketing For Tax Professional Podcast Is Just The Beginning

Explore a world of opportunities beyond the podcast. Our ecosystem is tailored to foster growth, connection, and continuous learning for every tax professional.

Refundo Dashboard screen with tax office performance statistics.
Refundo Tax Software
For a limited time, you can purchase CrossLink, Drake, 1040 Online, and RushTax software directly from Refundo which also includes a 100% Money Back Guarantee.
Learn More
Refundo Academy icon representing sales, marketing, and operations pillars.
The Waitlist ForRefundo Academy
Join the waitlist for Refundo Academy to gain early access to exclusive, in-depth training and resources designed to elevate your tax business.
Coming Soon

Free Downloads To Elevate Your Tax Game

Maximize client loyalty with proven retention strategies for tax professionals. Build trust and grow your practice.
Free Guide
2024 Social Media Content Calendar
Maximize your online presence with our 2024 Social Media Content Calendar! Designed specifically for tax professionals, this comprehensive calendar provides a year’s worth of strategic content ideas, key dates, and planning tools to help you engage your audience, build your brand, and attract more clients.
Download icon for Refundo lead magnets
Download Now!
Maximize client loyalty with proven retention strategies for tax professionals. Build trust and grow your practice.
Steal Our Highest Performing Lead Magnet
How To Write Off Almost Anything
This high-performing lead magnet reveals the strategies and tips used by tax professionals to help their clients save thousands on taxes. Learn how to identify and leverage eligible expenses, turning everyday costs into valuable tax write-offs.
Download icon for Refundo lead magnets
Download Now!