Jaime Rios
Regional President @Money Concepts
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WORK HISTORY
Regional President @Money Concepts
Corpus Christi, TX, US
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EDUCATION
Del Mar College
Business
ABOUT JAIME RIOS
CPAs.do you know the difference between a customer and a client? Right now, you may think that you’re being paid by ‘clients’ But in reality….you are being a paid by customers How have I come to that conclusion? Customers purchase a service once per year. Clients engage and pay you year-round. Which of these sounds like your business? If you said customers, you’re right. And the problem with having only customers is they can easily move on to someone else. Just one product or one service isn’t valuable enough for them to keep engaging with you. And handing over their money to you. Clients, on the other hand, see various avenues of value while working with you and constantly engage with you.which means more dependable cash going into your business. Now I’m going to let you in on a little secret only a few CPAs are using to convert their customers into clients… They learn basic financial planning. Sounds simple enough right? What happens if you don’t become more valuable to your clients and the marketplace? Well, we see those changes happening already.CPAs are slowly being replaced and phased out by companies TurboTax, in-house tax professionals, and other done-for-you software. So the choice is yours…. Become a more valuable asset OR become an afterthought in a rapidly growing digital takeover of your market. If you choose the former, then I have the solution for you. The Customer2Client™ System.specifically for CPAs who want to transform their business, their offer, and themselves into a valuable asset to the marketplace. We accomplish this through coaching and educating you on how to approach your current client base with the offer to take over their financial planning.in addition to their tax planning. Once we have developed a system to convey the offer to your customer base, we can provide you with financial advisors from our team to help you with the presentation. The result: your customer base will continue with your tax-planning services in addition to financial planning (which we will provide together as partners). This will allow your firm to retain more long-term clients while increasing your profits by sharing in the revenue from our joint financial planning. If you’re ready to roll up our sleeves and get to work on making your business the most profitable it can be this year.then leave me a note and let’s talk. All Securities Offered Through Money Concepts Capital Corp. Member FINRA / SIPC © 19••••10 Money Concepts International Inc.
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