Feb 1, 2026 · 35 min · 12 segments
The best clients to get are the ones you already have. If you are tired of losing them while constantly chasing new ones, you may be making serious marketing problems that must be urgently addressed…
Christian JonesGuestMichelle WeinsteinHostI was curious if we could go through what you feel the three biggest common problems are that you see that many firm owners are facing that's keeping them away from reaching their goals, from maybe getting their firm to their level of revenue that they want and not being able to quit a job that they're in or not being able to save for retirement and And be able to afford putting more money into scaling their firm, right? Like advertising, that's a pay to play.
So what's like the top problem that you see firm owners recently having a big challenge with?

Having done this for a decade, these are not the only problems we see when we're, you know, meeting with, you know, potential customers of tax for marketer or people in the industry.

These are some of the like core things that everyone is addressing or is trying to address.

Like I'm not getting enough new clients, but the first one is actually existing clients that don't return.

And so I've bumped into people at times where it's like, man, I had a thriving firm.

In a world where there's just so much noise, there's so many cold prospectors or LinkedIn emails or advertisers, there's so many things trying to vie for the attention of your customer.

If you're a taxpayer accounting firm owner, you're not competing in isolation.

You know, that feeling of being special, important, that sales psychology of just getting in front of them and being interested in them, right? It's not actually too dissimilar to the dating, you know, world, which I'm not in.

But, you know, you want to put yourself out there and, you know, just attract, you know, talent or customers if we just keep it confined to the business context.

And you are prone to losing your customers because someone is in their inbox constantly on the phone with them, sending them notes and helping them see or helping them think that there is something they're missing.

And so when your firm is not from a marketing standpoint, this is where we kind of intersect with this question, Michelle, if your firm is not addressing marketing from a building relationship kind of like overall goal, if that's not what you're aiming at, then yeah, there can be a lot of turnover.
I was curious if we could go through what you feel the three biggest common problems are that you see that many firm owners are facing that's keeping them away from reaching their goals, from maybe getting their firm to their level of revenue that they want and not being able to quit a job that they're in or not being able to save for retirement and And be able to afford putting more money into scaling their firm, right? Like advertising, that's a pay to play.
So what's like the top problem that you see firm owners recently having a big challenge with?

Having done this for a decade, these are not the only problems we see when we're, you know, meeting with, you know, potential customers of tax for marketer or people in the industry.

These are some of the like core things that everyone is addressing or is trying to address.

Like I'm not getting enough new clients, but the first one is actually existing clients that don't return.

And so I've bumped into people at times where it's like, man, I had a thriving firm.

In a world where there's just so much noise, there's so many cold prospectors or LinkedIn emails or advertisers, there's so many things trying to vie for the attention of your customer.

If you're a taxpayer accounting firm owner, you're not competing in isolation.

You know, that feeling of being special, important, that sales psychology of just getting in front of them and being interested in them, right? It's not actually too dissimilar to the dating, you know, world, which I'm not in.

But, you know, you want to put yourself out there and, you know, just attract, you know, talent or customers if we just keep it confined to the business context.

And you are prone to losing your customers because someone is in their inbox constantly on the phone with them, sending them notes and helping them see or helping them think that there is something they're missing.

And so when your firm is not from a marketing standpoint, this is where we kind of intersect with this question, Michelle, if your firm is not addressing marketing from a building relationship kind of like overall goal, if that's not what you're aiming at, then yeah, there can be a lot of turnover.
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