Seminars

Our well regarded client seminars are some of the best in the industry and the basis of our Tax business model.  We will teach you the best ways to offer seminars to build your client base for the future. You will learn Steve Hand’s proven presentation and client appointment processes from start to finish, and you staff will be taught how to manage client contact from reservation through the sale and beyond.

Direct Consumer Marketing

We have developed and strengthened relationships with leading national firms and secured some of the lowest prices in the industry for our producers. Our exclusive direct mail and publication advertising is tested and updated on a regular basis for your benefit, and many of these firms offer additional services to save you time and money.

Alternative Methods

We have taken our "stepping out of the box" marketing methods to a new level, focusing on helping you get more business.