Tax Pro Nation | The Podcast For Independent Tax Professionals Podcast Image

Tax Pro Nation | The Podcast For Independent Tax Professionals

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Tax Pro Nation is the show for independent tax professionals.

Whether you're thinking about getting into the tax business to make extra money part-time or you're a seasoned tax entrepreneur dreaming of creating the next nationwide tax franchise — or like most of our listeners, you're somewhere in between — welcome home.

In the first 10 episodes, we cover The Pronto Path, the first and only step-by-step career road map available for independent tax professionals seeking to build a lifestyle of freedom and success.

In further episodes, we conduct spirited conversations with tax professionals and tax industry thought leaders, to see how they are navigating each step on the path.

Sponsored by Pronto Tax School, Inc., the premiere online tax education platform for independent tax professionals. Hosted by veteran Sales and Marketing executive Jeff Dolan, Vice President of Pronto Tax School, Inc., and co-hosted by third-generation tax business entrepreneur Andy Frye, EA, Tax Pro Nation is the independent tax pro's secret weapon.

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18 episodes
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18 episodes

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17 - StorySelling with Nick Nanton
Nick Nanton joins the show to talk about the importance of surrounding yourself with high performers to become one, the traits required to reach the success you want in your career and life, and how your story can be your biggest asset as a tax professional.   To learn more, and for the complete show notes, visit: http://taxpronation.com/17   In This Conversation We Cover: [01:40] Who is Nick Nanton? [03:09] "You are the average of the 5 people you spend the most time with." —Jim Rohn [03:19] Ben Hardy, one of the top writers on Medium.com, wrote the book Will Power Doesn't Work about how your surroundings dictate who you become [03:57] What kind of decisions you make when your mind gets decision fatigue [04:12] How to set yourself up for making successful decisions by changing your environment [04:44] "Spending time around extraordinary people makes extraordinary become normal." —Nick Nanton [05:00] How Nick's childhood, parents, and growing up in the Caribbean (Barbados) shaped his life and set the foundation for his success [06:05] Why 90% of success is mindset, his early Tony Robbins influence, and his journey trying to become an Olympic tennis athlete [07:00] How choosing you relational environment is not just about money [09:55] The disconnect Nick has learned about the tax professional community that's costing you clients [12:32] Nick's 47 LLCs and his relationship with his tax professional [13:13] "The great news is ... the bar is so low!" —Nick Nanton [14:05] "Most entrepreneurs and successful people become successful in many ways because they break the mold in some shape or form." —Nick Nanton [15:33] The one thing Nick learned about law and why meddling in what you are not best at doesn't serve you [16:27] When my mindset shift happens, how do I go from where I am to where I want to be? [17:25] "Life is based on the exchange of value." —Nick Nanton [18:07] The story about how Nick became a clown for $150/hour [19:10] How to know when you need to hang out with different people [20:02] The mindset shifting story of Nick's driving reason behind so much of what he does today [22:38] The feeling of commoditization among tax professionals and how to stand out [24:45] The tough realization that simply getting past the bar of entry in any field is ensuring you are now just like everybody else [25:31] The story branding and positioning conversation that truly differentiates you [26:28] What is true branding? Why is it not your logo, appearance, products, or services? [26:53] The only thing you have that no one can copy [27:31] Why storytelling is a learned skill and how it gets him into Nashville songwriters rooms [28:24] "A story, in any way, shape or form, can never be too long, just too boring." —Nick Nanton [29:14] How false modesty hurts your story and how to get others to tell your story for you [30:43] The key turning point when you stop storytelling for you and start storytelling for others [32:58] Nick's story about working with his dad and how he successfully works with his family [35:40] What Nick's coach, Dan Sullivan, taught him about unique ability and what you should be paring down your time to focus on daily [38:02] What Nick learned from reading 3 pages of the book, DaVinci and the 40 Answers, and the 2 categories all people fall into [38:50] How to achieve the best outcomes when working and collaborating with others [39:42] What to do when you find you are not good at telling your own story   Tax Pro Nation is sponsored by Pronto Tax School, Inc. Sponsored links include: The Pronto Path infographic http://taxpronation.com/path Basic Income Tax (Federal) course link: http://taxpronation.com/basic Business Tax Verified online course link http://taxpronation.com/business To sponsor an episode, please email hello@taxpronation.com Tax Pro Nation is produced by Podcast Masters
16 - Strong Marriage, Strong Tax Career with Kathleen Freiburghouse
How do you build a strong marriage while building a strong tax career? Kathleen Freiburghouse brings her wisdom, joy, and humor as she shares timeless lessons that professionals can take to heart in their pursuit of success and happiness.   In addition to her other life accomplishments — teaching school for 38 years, obtaining a Master's Degree in Education, being a Catholic nun for 8 years — Kathleen Freiburghouse has been married to a tax business owner for more than 40 years. After four decades of grueling tax seasons, Kathleen and her husband Kent still have one of the most admired and vibrant marriages around.   In this episode, Kathleen shares her hard-earned wisdom and unique views on exactly how.   To learn more, and for the complete show notes, visit: http://taxpronation.com/16   Resources Mentioned:   [47:33] How developing empathy in marriage overflows into treating your employees better (Listen to Episode 5 for more insights on employee relationships) [54:30] Jeff shares how many days The ONE Thing by Gary Keller (book) says it takes to form a habit   Quotables:   [06:57] “That’s true love. Beautiful love. To say that your spouse’s joy matters so much to you.” —Kathleen Freiburghouse [16:30] “I don’t want to be looking across the table at somebody in April and have created habits that have nothing to do with intimacy and the ease of marriage.” —Kathleen Freiburghouse [21:03] “Know what your shared treasure is.” —Kathleen Freiburghouse [25:51] “Many people in this generation think they need more money for their pleasures than they do.” —Kathleen Freiburghouse [42:30] “You don’t really master marriage. You learn intimacy. You learn empathy. You master a career.” —Kathleen Freiburghouse   In This Conversation We Cover:   [04:14] The irony of getting into the tax business because it’s family friendly [05:30] What does an admired marriage look like? [06:57] “That’s true love. Beautiful love. To say that your spouse’s joy matters so much to you.” —Kathleen Freiburghouse [08:07] What women want most in life with their spouse (and what men want) [09:05] How to have fun in your marriage in the midst of pain [11:00] A key question to ask yourself when dating [11:57] How Kathleen drastically changed the normal path of a tax career marriage [16:06] What Kathleen said to all those who doubted she could keep to her values [16:30] “I don’t want to be looking across the table at somebody in April and have created habits that have nothing to do with intimacy and the ease of marriage.” —Kathleen Freiburghouse [18:10] A thought-provoking story that asks the questions, “Where is your treasure? And do you agree on it in your marriage?” [21:03] “Know what your shared treasure is.” —Kathleen Freiburghouse [21:08] How to deal with the stress of uneven income of a tax pro in marriage [25:51] “Many people in this generation think they need more money for their pleasures than they do.” —Kathleen Freiburghouse [28:39] A true sadness you must overcome [31:28] What Kathleen has learned about being in a family business [34:38] What to avoid when you get home from work to improve your marriage [36:46] The power of relationship habits as part of your morning routine [38:21] Why feelings should not lead actions [39:26] Some myths about shared values and a surprising finding about couples who bond around making money [42:30] “You don’t really master marriage. You learn intimacy. You learn empathy. You master a career.” —Kathleen Freiburghouse [43:43] Andy shares his thoughts on why happily married men make more money [47:33] How developing empathy in marriage overflows into treating your employees better (Listen to Episode 5 for more insights on employee relationships) [48:29] Jeff shares a funny story from his dad’s Marine Corp experience on good leadership and caring about your people [49:00] How to build the kind of loyalty that works for you for 30 years [50:46] Where do I start to improve my marriage when it’s not going well? [54:30] Jeff shares how many days The ONE Thing by Gary Keller (book) says it takes to form a habit   Tax Pro Nation is sponsored by Pronto Tax School, Inc. Sponsored links include:   The Pronto Path infographic http://taxpronation.com/path   Basic Income Tax (Federal) course link: http://taxpronation.com/basic   Business Tax Verified online course link http://taxpronation.com/business   To sponsor an episode, please email hello@taxpronation.com Tax Pro Nation is produced by Podcast Masters
15 - Legitimize Your Hustle with Teowonna Clifton
The Schedule C Queen, Teowonna Clifton, of Simply Taxes of South Carolina, LLC, is establishing her independent tax preparation business in the Columbia local market while focusing on helping entrepreneurs legitimize their side hustles. Join us in this episode of Tax Pro Nation as we listen to her stories and challenges as she grows her tax business through the Elevation Step and beyond.   To learn more, and for the complete show notes, visit: http://taxpronation.com/15   Resources Mentioned:   [01:15] Chauncey Hutter, Jr. Success Summit in Orlando, FL [03:38] How Simply Taxes of South Carolina got its start in an unconventional location [08:27] Teowonna’s journey to the Elevation Step on The Pronto Path [16:04] Ways to expand her services during her Stabilization Step   In This Conversation We Cover:   [01:48] How Teowonna got her start in tax preparation at H&R Block [02:24] Main lessons learned from H&R Block [03:38] How Simply Taxes of South Carolina got its start in an unconventional location [06:35] The challenge of balancing a full-time job and entrepreneurship [08:27] Teowonna’s journey to the Elevation Step on The Pronto Path [11:22] The major decision Teowonna faces currently to grow her business [13:02] Teowonna compares current leap versus initial leap into entrepreneurship [15:00] How Teowonna will navigate niching into business taxes while retaining current niche [16:04] Ways to expand her services during her Stabilization Step [17:37] Teowonna’s strategy when discussing a price raise with existing clients [20:04] A key client phrase that reveals you are charging too little [22:49] How Teowonna is turning into the “Schedule C Queen” [24:03] Teowonna shares her powerful new message to “Legitimize Your Hustle” [25:42] How Teowonna knew she had a niche forming for her tax business [27:08] The anxiety point for most tax professionals in their growth journey [27:56] What Teowonna is looking for in a team member to add to her team [29:35] A major hiring fear that plagues tax professionals and how to change your view of it   Tax Pro Nation is sponsored by Pronto Tax School, Inc. Sponsored links include:   The Pronto Path infographic http://taxpronation.com/path   Basic Income Tax (Federal) course link: http://taxpronation.com/basic   Business Tax Verified online course link http://taxpronation.com/business   To sponsor an episode, please email hello@taxpronation.com Tax Pro Nation is produced by Podcast Masters
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    Podcast Details
    Started
    Mar 16th, 2018
    Latest Episode
    Oct 15th, 2018
    Release Period
    Weekly
    No. of Episodes
    18
    Avg. Episode Length
    About 1 hour
    Explicit
    No

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