Tax Resolution Academy - r

Ever posted a client result with a dollar figure attached and not thought twice about a disclaimer? Worth a second look.

Here is the guardrail. Any dollar amount in your marketing, a savings figure, an outcome from a case, needs a disclaimer next to it. Referencing that a client saved a specific amount is fine, as long as it is clearly marked as an example only, with a note that results may vary.

AI can build that disclaimer for you. Tell it plainly, I have mentioned a dollar amount here, write something that meets FTC standards along with any applicable state requirements. This becomes even more important in states like California or New York, where consumer protection standards go beyond the federal baseline.

The idea is to define what compliant success looks like before you post, not after something already went out.

Do your posts with dollar figures already carry a disclaimer, or is that a gap worth closing?

Ever gotten AI generated content back and realized it was written for the wrong audience entirely? Here is why that happens.

In a live demo, pasting an actual blog post in as a labeled writing sample, then pointing directly to it, use the post below this prompt, made the difference between a usable sample and a guess. That same principle applies to audience. Ask for a month of marketing content without specifying who it is for, and AI fills in the blank on its own, and gets it wrong about as often as it gets it right.

Taxpayers who owe the IRS need an entirely different tone and vocabulary than other tax professionals do. Leave that detail out of your prompt and you risk content built for the wrong reader.

Do your prompts always specify who the content is actually for, or does that detail sometimes get left out?

Curious what it actually looks like to run a prepared AI prompt live in front of a room? That is exactly what happened at the Tax Pro Edge AI Summit, a prompt built ahead of time with real writing samples, generating content in real time in front of the audience.

While we are on the topic of tools, one more worth mentioning, Wispr Flow. It is a dictation tool that lets you talk instead of type when working with AI, and it works on both Windows and Mac. If typing out prompts and writing samples has felt like the slow part of this whole process, this is worth trying.

Have you tried dictation software with your AI workflow yet, or are you still typing everything out by hand?

Ever wonder what it actually looks like when AI replicates your voice instead of just generating generic content?

Here is the real version. Feed it three writing samples of yourself, and it can build out twenty social posts, five emails, and five blog headlines in one sitting, all sounding like they came from you.

One detail worth knowing if you use Claude Desktop, by default it does not have access to all of your folders. The only one it can see is the one it creates itself to save your chats and documents as you go.

That is exactly why Projects matters. I run separate projects, one for the Tax Resolution Academy, one for email and blog content, one for the software I use, one just for my AI agents. Each project keeps everything related to it in one place instead of scattered across dozens of chats.

Is your current AI setup organized like this, or is everything living in one long scrolling chat?

Waiting for leads to show up before you commit to posting consistently? That order is backwards.

Here is how it actually works. Podcast, blog, social media, video, whichever one you choose, the more consistently you post, the more leads start showing up. And it does not stop at visibility. The more leads you generate, the more reps you get at working the process, and the better you get at turning those leads into prospects and eventually into clients.

That is exactly why focusing on one platform at a time matters so much. You cannot build that repetition, or that conversion skill, spread thin across five platforms with none of them getting real consistency.

Are you posting consistently enough right now to actually build that conversion skill, or still waiting to see if it is worth it first?

Do you feel like your marketing runs you, instead of the other way around?

Here is the shift that fixes that. You run the system, the system does not run you. And the real win is not even the time saved, it is consistency. Three things I keep coming back to, keep it simple, be consistent, take action. Consistency is what builds momentum, and that comes from creating content regularly, written or on camera, whichever fits you.

Once AI is handling the drafting, the process gets simple, copy, paste, review, post. Build out a full campaign once, and most scheduling software now lets you set it to run automatically. Get into a rhythm and scheduling a full month of posts for one platform takes less than half a day.

One piece of advice that matters here, focus on one platform at a time. Go deep there before adding the next one.

Is your current approach to marketing running you, or are you running it?

Have you ever put two calls to action in the same post, thinking you were giving people more options?

Here is why that backfires. Every marketing piece needs a call to action, CTA for short, the one specific thing you want someone to do after they see it. Call you, email you, download something, land on a page and leave their contact information, buy something. Pick one.

The mistake is offering two. A confused mind says no. When someone cannot immediately tell whether option A or option B is the right move, most of the time they do not pick either. They pick option C, which is nothing at all. They close the window and move on.

One piece, one action, one clear next step. That is the version that actually gets a response.

Are your posts asking people to do one thing, or are you accidentally giving them a reason to do nothing?

What would it mean for your practice if a month of content was already sitting there, ready to post, before the month even started?

Most of us do not spend a lot of time on marketing to begin with. We show up to chamber events, build relationships with other advisors and referral partners, and that network does a lot of the heavy lifting already. Here is where AI changes things further.

For ten years I wrote a monthly newspaper column, about one thousand words each time. I would sit down once a month, sometimes literally the night before deadline, and it took me an hour or more depending on how much research I needed. Today, with AI trained on my voice, I could write two years of those same articles in fifteen to thirty minutes total. Same hook, same educational and entertaining feel, same call to action, just a fraction of the time.

What would you do with the hours back if your content stopped taking as long to create?

My grammar has never been great, and I have been told so more than once. That is not the point though. The point is educating and entertaining at the same time, a catchy headline that actually hooks someone, followed by information good enough to carry them to the end. Same rule whether you are writing a book, making a video, or training an AI.

Here is the technique that makes the training stick. Once AI drafts something, put it into a blog post, a Word doc, a Google Doc, without publishing it. Edit it the way you actually would. Copy your edited version, paste it back into the AI, and tell it to look at exactly what changed and remember how you write from now on. Tell AI to remember something and it generally does.

This loop is exactly how I got to where I am today, 67 agents running different parts of my practice and the Tax Resolution Academy automatically.

Have you ever fed your own edits back into AI to teach it your voice, or is this a new one for you?

What would it actually look like if AI understood your voice well enough to write a full month of content for you?

Once you get there, you can have it generate one social post for every day of the month. Most of the time, all that is left for you to do is copy it over, add an image, and post. Get more specific and it keeps going, five client emails, either for a specific client or a standard message you send after a meeting that did not turn into a hire, five blog headlines that can each become a full post.

All written in your actual voice, your tone, your mannerisms, the way you really talk, not a generic AI default. You do not need to be a great writer for this to work. You just need to teach it who you are first, and everything after that gets easier.

Would a full month of content in your own voice change how consistently you post?