Jason On Firms Podcast

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🫠 Are you stuck in a legacy firm?
Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
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🫠 Are you stuck in a legacy firm?
Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

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🫠 Are you stuck in a legacy firm?
Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
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The Checklist Manifesto https://www.amazon.com/Checklist-Manifesto-How-Things-Right-ebook/dp/B0030V0PEW

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🫠 Are you stuck in a legacy firm?
Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

💰 Today's Sponsors
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🫠 Are you stuck in a legacy firm?
Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

Fear Setting Worksheet https://tim.blog/wp-content/uploads/2017/06/ted_ferriss_fear_setting_sample_slides.pdf

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🫠 Are you stuck in a legacy firm?
Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

6 things your script should have
1. Clear goal of what we’re looking to do, maybe not necessarily to convince them, rather to clearly decide if they need something or not
2. Identify the stages of the conversation, the general arc you want
3. List good open ended questions for each stage of the convo
4. Include handing for common scenarios in each stage
5. Include stages that repeat back to the client your understanding and get them to say Yes
6. Define the closing step for various scenarios, what are the action items, when should the client expect to hear from the team next

Steal some scripts from Alex Hormozi’s $100M Leads book https://www.acquisition.com/hubfs/$100M Leads Cold Outreach Downloads.pdf?hsLang=en

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🫠 Are you stuck in a legacy firm?
Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

Check out JasonBot https://www.delphi.ai/jasonstaats
The software email list https://www.jasononfirms.com/software-newsletter
Perplexity https://www.perplexity.ai

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🫠 Are you stuck in a legacy firm?
Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

My guide to build a side hustle practice https://youtu.be/6i5lETLeiXM?si=byLe94wCXi1dwcue

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Client Hub https://www.clienthub.app/

🫠 Are you stuck in a legacy firm?
Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

Fear Setting Worksheet https://tim.blog/wp-content/uploads/2017/06/ted_ferriss_fear_setting_sample_slides.pdf

💰 Today's Sponsors
LiveFlow https://bit.ly/3tK7Llr
Client Hub https://www.clienthub.app/
FinDaily https://findaily.io/
Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants

🫠 Are you stuck in a legacy firm?
Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa