New Clients, Inc.Susan Haase, San Francisco, CA
Added approximately $200,000 in one year! For this month’s interview we have a bit of a unique scenario. Susan Haase is the focus of this interview […]
Seven Years Later, Same Appointment Setter, Same CSR
For this month’s success story I got to talk to an NCI client who implemented the Plan 2 Client Acquisition Program seven years ago when he was just starting his practice. The thing […]
Kevin Lawson: $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.
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 […]
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 […]
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. […]
Small Market, Big Results
For this month’s 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 […]
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 […]
Brian Gunderson, Seattle, WA
For this article we are interviewing another CSR that was hired and trained by New Clients Inc. This Client Service Representative, Brian Gunderson, has a long and storied history with New […]
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 […]
