5 Easy Steps to De-stress and Re-Energize Your Practice

The CPA Marketing Genius Podcast

[00:01 - 03:12] Opening Segment

• Salim introduces his five steps to de-stress and re-energize your practice after a busy tax season
• The five steps to de-stress and re-energize are:
  • #1 is to rest up and completely unplug for a few days
  • #2 is to connect with your purpose
  • #3 is to talk about areas of improvements with the team
  • #4 is planning the next 120 days
  • #5 is optional but highly recommended, I’ll be holding a 2-day virtual event to help practitioners with their 120-day goals

[03:13 - 06:46]

• Salim discusses his five steps to de-stress and re-energize
  • He and his wife travelled around as part of his application of the five step plan to de-stress and re-energize
• The purpose of the meetings is to bring all team members together to discuss the areas that they need to improve on
  • Team brainstorming in order to improve performance
  • This is to create goals for the next trimester based on the information that they had gathered
• Planning out the next 120 days, which includes tax season will be very beneficial

[06:47 - 09:33] Closing Segment

• Salim’s final step is optional but it is recommended that you join his 2-day virtual event to help practitioners with their 120-day goals!
• Final Words

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If you want to learn more about the Salim and CPA Marketing Genius, visit www.cpamarketinggenius.com

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Tweetable Quotes

“Reconnect with why you do what you do.” - Salim Omar, CPA

"Change of scenery is really beneficial and very important." - Salim Omar, CPA

“Everyone on the team should come together, that will give you a lot of information to create your goals for the next trimester.” – Salim Omar, CPA