Roz Marketing Strategies - September/October 2021

S H O U T High-five to Jon Donenfeld for settling his client’s IRS debt of $62,333 for JUST $100 through an offer in compromise! It’s always great to help someone get their financial freedom back, but it’s especially extra great since Jon’s client is retired! Way to go, Tracie Lowe , who has been securing clients from her LinkedIn posts by using the lead magnets we provided, which she blinged out and made her own. Congratulations on securing a $10K retainer fee from a client. That’s awesome! Keep the momentum going! Congrats to Martin Radensky , who closed his first case and saved his client $48K! Kudos to David Tudor for signing a new client for $10K, who has a 941-payroll tax issue and a potential other $10K for their state payroll tax matter. High-five to Mike Ornelas for keeping his foot on the marketing gas pedal by sending PTIN mailers and lien letters; coordinating radio, pay-per-click, billboard, and SEO advertising; and keeping up on book and email campaigns. That’s what I call employing multiple marketing strategies! Way to go, Joaquin Torres Hernandez , on using what you learned in the Founder’s Mastermind to obtain a client with a $30K tax liability and having the client say, “Finally, I have a plan to solve this and sleep well.” Also a congrats to Joaquin for speaking about IRS audits at the Mexican Consulate in Orlando!

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to find these people is to contact your county recorder’s office and get a list of people who have federal tax liens filed against them. The Fogg Behavior Model can also help you out when you’re in discussion with someone who isn’t quite ready to work with you. If they’re hesitant, you can try to figure out what they’re missing (motivation, ability, or prompt) and help them with it. If their problem is motivation, you can paint a picture of what life will look like if they don’t fix their tax problem. Showing them financing options can fix ability, and reminding them that the IRS will be “knocking on their door” any day can serve as a prompt. Finding the correct missing piece(s) is key, though — if someone doesn’t have the motivation or ability to do something, you can prompt them all day long with no results. Ever since Roslyn and I took that workshop, I’ve been looking at my life through the lens of the Fogg Behavior Model. There are somany places where it applies. For example, I’m very motivated to take my ‘68 Oldsmobile 442 muscle car out for a cruise with the guys. I get prompted all the time from them via text lettingme knowwhen the next cruise is. But the“beast”needs some engine work and isn’t running well right now, so I don’t have the ability until I get this work done. See what I mean? I’m looking forward to sharingmore about B =MAP and how you can put it to use. But that will have to wait! As I write this, Roslyn and I are getting ready to travel to South Carolina for our sixth- annual Tax Resolution Success Summit Virtual Conference. Of course, by the time you read this, the event will be over, and hopefully, I’ve “seen”you there!

–Michael Rozbruch

6 • www.rozstrategies.com

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