The Roz Report
Authorized member 2020
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I’m a big believer in not owning a depreciating asset. That’s why, when it comes to cars, unless it’s a classic, vintage automobile, Roslyn and I both lease our everyday drivers. For the last few years, Roslyn’s been driving a 2017 BMW X5. When her lease came up recently, we went out to the dealership to get her the 2020 model. We’ve been doing business at the same dealership for years and have never had a problem. That is, until this last visit. Our actual trip to the dealership was unremarkable. The man who conducted the end-of-lease inspection had nothing but high praise. “Wow, this car is in great shape for a three-year-old vehicle with 22,000 miles,”he said tome.“There’s really nothing out of order that I would need tomark down about the car.” Roslyn takes very good care of her cars, so this news wasn’t surprising. The inspector did note that we were missing the cargo cover, something we would be charged for if it wasn’t returned by the end of the day. Fortunately, Roslyn knew exactly where the cargo cover was in our garage. She ran home to grab it and dropped it back off at the dealership. We got Roslyn in her new car, and it was all business as usual —until we got a bill with the turn-in charges. We were blindsided with a bill for $2,100! The inspection claimed that the tires were bald, there were large dents all over the car, and the cargo cover hadn’t been returned. What happened to the car being in“great shape”? Luckily, Roslyn and I always buy the protection plan when we lease a car, and all of these charges were covered under the plan. However, even though we didn’t have to pay anything out of pocket, I was furious. This wasn’t about the money; it was the principle of the thing. That inspector had said one thing tomy face, then lied on the paperwork. I called the dealership’s corporate office tomake a complaint and reached out to the general manager to discuss the incident. This isn’t how you treat people, let alone your clients, and especially your repeat clients. Your Word Is Your Bond Broken Promises and Lost Respect
“One of the biggest lessons we teach our members is to be true to your word.”
One of the biggest lessons we teach our members is to be true to your word. Your word is your bond. If you promise to call a client on a certain day
or at a certain time, you better make that call. If you promise a revenue officer that you’ll get them the 433-A and supporting documents by Friday, well, they should be there Thursday afternoon. Not keeping your word is the fastest way to damage your reputation. No one respects a person who doesn’t do what they said they were going to do. You should keep your word in all areas of your life, and it’s especially important for people in our industry to be careful of the promises we make. Never make promises to a client that you can’t keep. I used to have people coming intomy office asking for guarantees.
“Can you guarantee that if I hire you, you’ll reduce my tax bill to zero?”
“Can you promise to reduce my taxes from $100,000 to $5,000?”
No, I couldn’t make those promises. We should never guarantee anything out of our control. Like a lawyer can’t promise what a judge or jury will decide, we can’t promise what the IRS will do. We can only make promises about our own actions. We’ll be diligent, we’ll return calls, and we’ll communicate with our clients. These are the promises we canmake, and they’re the promises we must keep.
Dedicated to your success,
888.670.0303 • 1
Published by The Newsletter Pro • www.NewsletterPro.comwww.rozstrategies.com
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