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Now that’s a Good Deal!
$193,000 in New Business for an Initial Investment of $2,195
This interview is with Kevin Lawson, an NCI Plan 1 Practice Development Seminar attendee who has doubled the size of his practice in only two years using what he learned.
(read more)
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An Anonymous Success Story
Why Remain Anonymous?
For this month's success story we have a somewhat unique situation. Our interviewee has requested to remain anonymous in both name and location. Why would someone singing the praises of the NCI marketing program wish to remain anonymous? The answer to that question is simple; this NCI client did not want to encourage other firms in his market to implement our successful marketing program. He wants to avoid the competition that it would most certainly bring. That really says it all when it comes to the results of this marketing program. (read more)
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Pete Borrelli, SAE
What We Look for in a Stellar Sales Performer: an Insider's Perspective The following is an interview I conducted with Pete Borrelli who has been a Senior Account Executive with NCI for a decade. He is a recruiter and trainer on our Plan 2 programs and we discuss what makes a good salesperson among other things. (read more)
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Eric Zetterholm, NC
Small Market, Big Results
For this months interview we chose Eric Zetterholm who is based in Asheville, NC. Eric signed up for our Plan 3 Client Processing and Acquisition (CPA) in April of 2008. He had just opened his practice and wanted to get off to a strong start. Having done plenty of research on NCI he decided the Plan 3 program was the way to go. Utilizing the program during a down economy he was able to grow a new start up business $120,000 in only the first twelve months. Read on to learn more about Eric's experience with NCI. (read more)
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Jeff Arndt, Oakland, CA
Setting the World on Fire, CSR Success Story
Seeing as we are in the midst of tax season instead of approaching an accountant for a success story during this busy month I instead conducted an interview with a successful CSR. The gentleman being interviewed is Jeff Arndt the CSR for Jong Lee, CPA in the Oakland, CA area. Jeff has been able to bring in about 75 clients that represent $181,000 in annualized billings working for Jong during this rough economy. He offers some good pearls of wisdom for other CSRs out there and I encourage our Plan 2 clients to have their CSRs read this article. (read more) |
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Joe Pancerella, CPA, Shillington, PA
How Joe Pancerella CPA added $48,000 to his Bottom Line, in the Past Two Months, During a Recession!
Joe Pancerella is one of NCI ’s recent Plan 2 clients. His firm is located near Reading , PA. Joe had an established firm but he wanted to take things to the next level and insulate himself against what is happening with the recession. He has been considering NCI ’s program since early 1993 and he felt now was the right time to implement. That’s right; he felt that during the depths of the worst recession since the great depression was a good time to start a consistent marketing program. We get into the reasons as to why that is in the interview below. As you can see in the title, in the past two months of running the program, Joe has already added over $48,000 in recurring monthly revenue. (read more)
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John Davis, CPA , Bonita Springs, FL
Sailing to New Horizons
For this month's success story we decided to take a slightly different approach and interview someone who has only been running the program for a few months. The idea was conceived to show people considering our marketing programs that it does in fact work, and work well, during the current economic recession. The CPA that is being interviewed today is John Davis out of Florida. John was a partner in a large practice in New York. He had the desire to relocate to sunny Florida but his partners didn't want the branch office. John was faced with a decision, leave behind his lucrative position as partner in a large firm and start a new business in a new state or stay where he was, safe and secure. John took the plunge and is already on his way to growing a million dollar practice, even during this recession. (read more)
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Troy Patton, CPA, Indianapolis, IN
Catching Up with the Six Million Dollar Man
For this interview we decided to catch up with our current seminar instructor and also the most successful client out of many successful clients in NCI's 24 year history. Troy is the one who, using Plan 2 after attending the seminar, built a 6.6 million dollar, 11 office location accounting, tax and financial planning practice in Indiana. Troy has since sold that practice and has gone on to focus on a multitude of other ventures including starting a new practice, overseeing a mutual fund, helping other accountants get into asset management and of course teaching the NCI seminar most months. We wanted to talk to Troy about what he has been up to and what he has taken away from teaching the NCI Practice Development Seminars. (read more)
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Arun Sareen, CPA, Manassas, Virginia
In 1993 Bruce Clark received a call from a CPA by the name of Arun Sareen. Arun, a corporate accountant, was looking to buy a small practice that NCI had for sale in Virginia. That particular practice was no longer available however, so Bruce went on to explain to Arun how NCI could help him to grow his own successful practice. After doing some research, he agreed and signed up for a Plan 2 Client Acquisition Program (CAP.) What follows is the rest of this amazing story, told by Arun himself. (read more) |
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Ken Tibbs, CSR, Manassas, Virginia
"Selling the Sizzle, Not the Steak"
Sareen and Associates is one of New Clients Inc. 's most prolific clients. Arun came to NCI in 1993 looking to buy an accounting practice. Prior to this he had been a chief financial officer for a cable company in the British West Indies . NCI didn't have any listings in his area so Arun looked into our marketing programs and undertook a Plan 2 Client Acquisition Program. From there he has grown his start-up business to over 4.5 million dollars in gross billings and he has multiple office locations in Virginia and Florida . He also employs multiple Client Service Representatives trained by NCI . One such salesperson is Ken Tibbs. Ken and Arun go way back and he has been with the company selling since very early on. I spoke with Ken about his many decades of sales experience and what life has been like for him selling accounting services. He gives some great insight into the sales process so make sure you Plan 2 clients have your CSR's give this a read. (read more) |
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I recently had the pleasure of doing not one but two interviews with one Mr. Bradley Cooper. The first of these interviews was filmed at our Advanced Training Conference in Hilton Head,
South Carolina this past October. That interview will soon be added along with seven others to the testimonials portion of our website. Following that interview I contacted Bradley to feature him in our November newsletter . Take a look at our interview. (read more)
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I recently had the privilege to sit down and interview a long standing client and reference for NCI, one Mr. Jay Steer, CPA. Jay's practice is located in Virginia Beach, VA. He attended the marketing seminar and shortly thereafter undertook the Plan 2 Client Acquisition Program (CAP). This was all the way back in July of 1991! He was a start up back then and has since built an impressing $800,000 accounting firm. Take a loook at our interview. (read more) |
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This month our success story hails from the Jacksonville area of Florida. Chris attended the Plan I Practice Development Seminar in Orlando, FL during January of this year. He was interested in the Plan 2 program but not willing to commit without meeting some of the NCI staff and learning this system through the seminar. He obviously liked what he saw because he upgraded right then and there to a Plan 2 program which got underway in February. Since getting started only a few short months ago, Chris has dramatically added to the growth of his practice with the help of the marketing staff that we installed for him. Take a look at our interview. (read more). |
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This month in our success story column we are trying something a little bit different. In order to give a different perspective on one of NCI 's many success stories, I have interviewed the salesperson instead of the accountant. I interviewed Angelica Aviles, the CSR and sister of NCI client Ivonne Aviles located in Orlando , FL. Another interesting aspect to this story and one that I can personally relate to, is that these are family members, two siblings specifically, who work together. I work for my father so I know the joy (and tribulations) of working with family. Ivonne undertook the Plan 2 program with NCI about a year ago, as is sometimes the case; the CSR who was initially hired needed to be replaced eventually. Instead of going through the hiring process again with an unknown, Ivonne decided to hire her sister to market the firm. This turned out to be a good decision, as Angelica has consistently been among the top five candidates of our salesperson of the year contest. I got to chat with Angelica about selling accounting services and how things have been going for her so far. What follows are excerpts from that interview. (read more)
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For this latest edition of this series I interviewed a more recent client. We wanted to focus on someone who is doing well in our national sales race. It just so happens that as of the first week of May, Rene Mirabal and his CSR Frances Lopez have currently taken first place in the national sales race with $84,000 in new billings since starting in December 2007. Rene also has the distinct honor of being our first Plan 3 program in Puerto Rico, which he admitted was a bit unnerving when he was considering doing the program. He is now very happy with his choice and he can also lay claim to being our first great success story in Puerto Rico. Rene asked me specifically to note the fine job his appointment setters and CSR have been doing to help him grow his practice. It is interesting to note that Rene originally came through our practice development seminar 15 years ago! You can read for yourself how Rene felt before and now during this process in the excerpts from our interview by clicking on the above link . (read more)
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I had the pleasure of recently conducting an interview with another success story of ours. For this feature, as you can tell by the title, we wanted to focus on someone from a smaller market who is doing very well utilizing our program. The man who I refer to is David Hensley and his firm is located in Springfield , IL . "When I went into it, we started with zero. This was April of '05. Right now, we're going to end this year, 2007 at $225,000. ( read more) |
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