New Clients, Inc.Learn from the Best: Javier Goldin’s CSR Hamoon Piroozmand
As a follow up to my interview last month with Javier Goldin, CPA this month we are featuring his CSR Hamoon. This is a fairly lengthy interview but it’s full of phenomenal insight from a CSR […]
Lead Generation that Lead to $432,000 in New Revenue
This month I interviewed Lorraine Greenwald, one of Joe Pancerella’s appointment setters. We chose Lorraine to interview because she has been with Joe for over two years now (about a decade […]
$432,000 in New Business Billed and Collected in Only 22 months!
Our interview this month is with what has to be the most successful CSR working in the program over the past two years. He was so effective, in fact, that he sold himself right out of his job after […]
Catching up with Susan Haase on her way to the Million Dollar Club
We featured Susan Haase as a success story almost exactly one year ago since she was off to such a great start with her program. I decided to check back in with her to see how she is progressing […]
Four Practices Built Using NCI and Counting…
For this month’s success story I interviewed Brett Stigall. Brett is based in the tri-cities area in Tennessee. He first attended the NCI seminar in 1995. In the ensuing sixteen years Brett has built […]
$86,000 in Nine Months
For this interview, I spoke with Andrew Carroll from Nick Hodges’ practice. Andrew works in an office in Orange County, California, for Nick. The firm provides primarily tax, accounting and […]
16 Years and Counting
For this month’s interview I spoke with one of the longest-tenured Client Service Representative in NCI history. His name is Dan Duvall and he has worked for Arun Sareen, CPA, at his practice in[…]
Third Time’s the Charm
This month I had the pleasure of interviewing a Plan II client that goes way back to around 1988, John Peterson, CPA. John has done the NCI Plan II program on three separate […]
You Call This a Recession? Over $200,000 in New Billing over the Past Year!
One year ago starting in October 2009, Joe Pancerella, a CPA from Reading, PA, decided to do something positive about the declining economy. Rather than sitting […]
