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Segment Smarter: High-Value Individuals and the Services They Actually Want
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Not all 1040s are created equal. In this episode, Lee Reams II reveals how to break free from low-margin tax prep by identifying the right individual clients—and offering the strategic services they’re already looking for.
You’ll discover:
- The 3 highest-value individual segments (and how to speak to their pain points)
- What they’re really buying when they hire you (hint: it’s not a return)
- How to deliver year-round advisory with systems and AI that scale with you
If you’re ready to shift from once-a-year prep to relationship-driven planning, this episode is your roadmap. No hype. No salesy scripts. Just smarter segmentation—and the firm you actually want to build.
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