Congratulations to Melinda Tolbert for being retained on the second-largest case of her career, valued at $2 million! Despite the client’s initial request to be removed from Melinda’s mailing list, Melinda suggested that if the tax issue remained unresolved, the client contact her. And indeed, the client did! The Fortune is in the Follow-up! Way to go, Antonio Nava , for achieving $260,445 in resolution sales for one month! During tax season! High five to LuSundra Everett for closing a client who owes $3.2 million to the IRS! She continued following up despite not retaining the client after their first meeting, and it paid off with a $20,000 retainer and $5,000 a month until the case was resolved. Kudos to Kristen Cunningham for purchasing her first home and crediting Roz Strategies for giving her the tools to grow her business and achieve financial freedom. Also, well done on resolving her first resolution client’s case and earning a stellar review. Congrats to Andy Magnus for abating $250,000 in penalties on Form 3620 and persevering for five years while awaiting the case’s resolution. High five to Daniel Cotts for closing a $40,000 sale! Kudos to Bill Bourbonnais for his dedication to marketing, which led to closing his first resolution client. SHOUT
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events. Today, we get most of our new Founder’s Mastermind members from our virtual events. Invest in coaches and mentors. By engaging a coach, you’re buying speed of implementation. You also avoid wasting time on unnecessary trial and error. If you want to reach the pinnacle of success, get help from someone who has already climbed the mountain and is standing at the top. Go above and beyond for your members. This is one of our core values. We make a point of understanding what is going on in our members’ businesses and lives. We send special gifts on birthdays or surprise gifts if something special happens in a member’s life. Roslyn organizes our in-person annual event for our Founder’s Mastermind members, and we try to not only teach our members, but also give them the confidence they need to succeed, and wow them while they’re at our events. More important than anything, we try to help our members succeed in any way we can by providing all the support they need from our entire Roz Team. Our 10 years in business together have gone by quickly, and we hope to continue to serve our members for another 10 years. What keeps us going is the success of our members. We offer three levels of membership as well as mastermind groups. In our Founder’s Mastermind group, members benefit from the accountability they require of each other and the sense of community and support they receive. They also are buying the likelihood that their businesses will perform much better in the future due to repeated exposure in these groups to proven strategies and business models. A new opportunity to join our Founder’s Mastermind program is coming up at our 9th Annual Tax Resolution Success Summit, a virtual event scheduled for Aug. 22–24. If you’re interested in joining, or would like more information, reach out to Ruthie at Ruthie@RozStrategies.com and she’ll be sure to answer your questions or send out a package of information. –Michael Rozbruch
6 • www.rozstrategies.com
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