Monthly Insider's Circle Schedule

Plan your month ahead by marking your calendar for upcoming
Exclusive Insider’s Circle Benefits and Events

Tuesday, March 5th @ 11am Pacific / 2pm Eastern 💎(DIAMOND LEVEL ONLY)

Mindset For Success 
Hosted by Lee Milteer, this month Lee interviews Dr. Emily Letran on The Power of Determination.

On this tele-seminar, Lee and Dr. Emily will discuss:

  • How to Take Back Your Power
  • How to Use Clarity to Empower Your Determination

Link will be emailed: Tuesday, March 5, 2024

Time: 11am PST / 2pm EST

***Wednesday, March 13th @ 11am Pacific / 2pm Eastern***

“The ‘One Call Close’ – How to Close More Sales!”

– Monthly Training Webinar-

What if you could increase your close rate, and make more money, without increasing your marketing budget?  Don’t get me wrong…you still need to market (especially during tax season) on a monthly basis. What if you had a proven framework, that when deployed, enabled you to close more business with prospects you’re already having conversations with?  Example – if you’re closing 1 out of 5 leads a month and you were able to increase that to 2 out of 5, you just doubled your monthly income from $5,000 to $10,000 a month without spending any additional money on marketing.


Some of the topics I will be covering:

  • The “business” you’re really in. (Hint: It’s not the tax resolution business!)
  • How to take control of the initial (sales) consultation,
  • How to “ask” for the sale without asking for the sale without appearing “needy” or desperate,
  • The interview questions to ask (memorize) that lead to the prospect retaining you,
  • And a whole lot more!

(Look for registration emails prior to the webinar!)

Tuesday, March 26th @ 10am Pacific / 1pm Eastern
Dial in number: 1-206-402-0100, Code: 538718 #

Jump Start Q&A Call for all Roz Strategies Members

To help practitioners grow their practices, avoid obstacles and get questions answered, Michael is hosting a special tele-coaching call for all Insider’s Circle members. This call is an open question and answer format. In this format Michael is able to provide detailed answers to ensure members have everything they need to succeed in the Tax Resolution business. Call-in details will be e-mailed several days prior to the call.

In addition to the above, your monthly membership includes:

  • Done-For-You Newsletter – Every month you’ll get a 4-page referral getting newsletter from Michael. Just add your contact info, print and mail to all your leads, referral sources and clients. You can grab yours by clicking the “Tax Resolution Times” tab on the membership site.
  • Unlimited Technical Case Support – got a question? Just email it over to us and you’ll get a quick reply. You get Michael working on your tax resolution business alongside you! Click the “Case Support” tab in the membership site to send your email.
  • (DIAMOND MEMBERS ONLY) Done-For-You Mini-Website and Blog/Social Media Posts – You have special access in your membership site to a landing page we will design for you, plus monthly blog posts, tools and resources that Michael provides. Just click the “Lead Generation Webpage” and the No Hassle Social Media” tabs on your membership site to gain access.
  • 8 Week to $10,000 Training Series – Michael teaches you, through his 8 week instructional video course, how to land your first two clients worth $10,000 in within the first 60-days!  Just log-on to your membership site’s Home Page.
  • Monthly Live Trainings and Q&A Calls – these trainings are for member’s only and Michael will coach you on how to get more clients, increase your profits and cash flow and help you to manage the cases (every month!) Click the “Monthly Training Webinars” and the “Q&A Coaching Calls” tabs on your membership site for prior months trainings and calls.
  • Template Library – Save time and money in your practice by using these proven and easy-to-use marketing tools, template letters, engagement letters, referral letters fee schedules, confidential special reports (lead magnets) and forms. Just click the “Easy Template Library” tab on your membership site.
  • And a whole lot more! – Including the “Most Popular Trainings“, “Mindset for Success“.
Reminders: Please call Becky at 888-670-0303, if you haven’t already, to schedule your bonus one-on-one Private Implementation Coaching call with me!! (fax or email your “Certificate” that’s in Volume One of your Toolkit)