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Carlos M. Garcia - Sales Coach
United States
āđāļāđāļēāļĢāđāļ§āļĄāđāļĄāļ·āđāļ 25 āļĄ.āļ. 2021
I help forward thinking Financial Professionals level up their Technology & Conversation Skills to drive more sales.
Exactly What To Say Certified Guide ð
Certified Taxdome Consultant ðŧ
Exactly What To Say Certified Guide ð
Certified Taxdome Consultant ðŧ
Get More Customers Part 2 with @thenicolecramer and Carlos M. Garcia
ðŊ Make 2025 Your Best Year Yet: Proven Strategies for Professional Service Providers
Welcome to our exclusive webinar designed for creative professionals, accountants, real estate agents, and self-employed entrepreneurs who are ready to take their business to the next level! ð
In this action-packed session, Carlos M. Garcia and Nicole Cramer share powerful tools and strategies to help you:
â Set clear, actionable goals to attract more clients in 2025.
â Build and prioritize a prospect list tailored to your ideal customers.
â Use persuasive language from Exactly What to Say to secure more deals.
â Avoid common mistakes that hold you back from consistent client growth.
ðĄ Whether you're just starting out or ready to scale, this webinar is packed with practical advice to help you crush your goals in 2025.
Join our Upcoming Sales Bootcamp Jan 9th @2p weekly for 4 weeks and LEVEL UP your Sales!
exceedsalestraining.com/conversion
Questions or looking for 1:1 coaching?
email: carlos@exceedsalestraining.com
Welcome to our exclusive webinar designed for creative professionals, accountants, real estate agents, and self-employed entrepreneurs who are ready to take their business to the next level! ð
In this action-packed session, Carlos M. Garcia and Nicole Cramer share powerful tools and strategies to help you:
â Set clear, actionable goals to attract more clients in 2025.
â Build and prioritize a prospect list tailored to your ideal customers.
â Use persuasive language from Exactly What to Say to secure more deals.
â Avoid common mistakes that hold you back from consistent client growth.
ðĄ Whether you're just starting out or ready to scale, this webinar is packed with practical advice to help you crush your goals in 2025.
Join our Upcoming Sales Bootcamp Jan 9th @2p weekly for 4 weeks and LEVEL UP your Sales!
exceedsalestraining.com/conversion
Questions or looking for 1:1 coaching?
email: carlos@exceedsalestraining.com
āļĄāļļāļĄāļĄāļāļ: 15
āļ§āļĩāļāļĩāđāļ
REFRAME 2024 Recap: Influential Conversations for Accountants
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Dive into the highlights of REFRAME 2024, where accounting professionals from across the industry gathered to engage in transformative conversations that redefine their roles as financial thought leaders. Hosted by Carlos Garcia and Hector Garcia, this event featured keynote presentations from renowned speakers including Phil M Jones, Carolyn Strauss, Ed Kless, Kevin Boyle, and Chris Do. Experi...
Get More Clients in 2025 with Carlos M. Garcia and Nicole Cramer
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ðŊ Get More Clients in 2025 with Carlos M. Garcia and @thenicolecramer ð
Recorded on Dec 9th, 2024 | 3 PM EST Ready to kickstart your client pipeline for 2025? Join Carlos M. Garcia and Nicole Cramer in this dynamic session where they share actionable insights to help you: âĻ Bring clarity, confidence, and commitment to your goal-setting process Break down the SMART goals framework for practical ...
The 5 Step Framework to Get Higher Paying Clients ð°
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In this video, I share insights on evolving your business model to raise service prices while delivering value. I discuss key shifts like moving to value pricing, understanding client problems, and positioning yourself effectively. No specific action requested, but valuable strategies shared for business growth. 00:00 Introduction 01:31 My Journey 02:46 5-Step Framework Overview 04:37 Step 1. B...
Intuit Connect 2024 Keynote Highlights - Exactly What to Say for Accountants
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In this keynote, Carlos M. Garcia dives deep into "Exactly What to Say for Accountants," sharing essential phrases and strategies tailored specifically for accounting professionals. Discover how powerful, precise language can strengthen client relationships, enhance your influence, and lead to better business outcomes. Perfect for CPAs, firm owners, and financial advisors looking to elevate the...
BOI FINCEN Reporting pipeline
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In this video, we walk you through the complete pipeline for BOI/FINCEN reporting, from understanding beneficial ownership and control information to filing the report and staying compliant with federal regulations. We'll cover: What BOI/FINCEN reporting is and why it's important. The key steps involved in gathering ownership details and filing the report. Best practices for building a streamli...
How to Sell Without Feeling Pushy | Hosted by Carlos M. Garcia & Nicole Cramer
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Welcome to the replay of our transformative webinar, "How to Sell Without Feeling Pushy," hosted by renowned sales experts Carlos M. Garcia and Nicole Cramer. In this webinar, you'll learn how to: Adopt a Selling is Serving Mindset: Shift your perspective to see sales as a way to serve your clients. Ask the Right Questions: Uncover your prospects' needs and position yourself as a problem-solver...
Sellosophy Podcast - How to lead with KINDNESS
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For years, Carlos Hernandez (aka Coach Kind) has been a beacon of inspiration, helping leaders and teams achieve collective success. With extensive experience in business management, sports, banking, advertising technology, and consulting, Carlos has worked with individuals and organizations across various industries. His passion for uniting people shines through in every interaction, whether h...
Graceful Strategies to Overcome Rejection in Sales
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Rejection is an inevitable part of the sales process, but it doesnât have to be a roadblock. In this empowering webinar, @thenicolecramer and Carlos M. Garcia, seasoned Exactly What to Say Certified Guides, will share effective strategies for turning objections into stepping stones towards success. This session is designed for business professionals engaged in sales conversations, business deve...
Exactly What To Say en espaÃąol - IntroducciÃģn
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Me emociona presentarte esta serie de videos titulada "Exactly What To Say en espaÃąol". Con mÃĄs de 15 aÃąos de experiencia como exbanquero de negocios y ahora como entrenador de ventas y GuÃa Certificado de Exactly What To Say, he visto de primera mano el poder de la comunicaciÃģn efectiva en el mundo de ventas. Ademas de mi experiencia en el sector financiero, e tenido la oportunidad de capacita...
Exactly What To Say en espaÃąol - Como presentar ideas sin rechazo
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En este video, vamos a comprender mejor este conjunto de palabras mÃĄgicas que te ayuda a posicionar cualquier idea ante casi cualquier persona en cualquier momento. Ofrecer a alguien la opciÃģn de tomar medidas con este enfoque mejorarÃĄ significativamente tus posibilidades de llevar la conversaciÃģn en la direcciÃģn correcta. Para obtener mÃĄs informaciÃģn sobre cÃģmo profundizar en este trabajo con ...
Exactly What To Say en espaÃąol - Como Cambiar la Perspectiva del cliente
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En este video, vamos a comprender mejor este conjunto de palabras mÃĄgicas que te ayuda a cambiar la perspectiva del cliente sin crear fricciÃģn. En vez, invitas a la otra persona a ver las cosas desde un punto de vista un poco diferente. Estas Palabras MÃĄgicas te permiten cambiar su perspectiva y aÃąadir mÃĄs curiosidad a tu discurso, permitiÃĐndoles ver las cosas desde una realidad alternativa y p...
Exactly What To Say en espaÃąol - Mantener la Conversacion viva
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En este video, vamos a entender que: Cuando las conversaciones no van en tu direcciÃģn, la opciÃģn mÃĄs fÃĄcil es rendirse, alejarse y aceptar que en esta ocasiÃģn no alcanzarÃĄs el resultado deseado. A menos que tengas unas buenas Palabras MÃĄgicas que te permitan mantener viva la conversaciÃģn, retroceder a una posiciÃģn de curiosidad y explorar las nuevas posibilidades que puedes crear. Para obtener ...
Exactly What To Say en espaÃąol - Etiquetas
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En este video, vamos a comprender mejor las etiquetas Aunque quisiÃĐramos que eliminar muchas de las etiquetas utilizadas socialmente en nuestro lenguaje, una etiqueta acelera muchas discusiones, que de otra manera serÃan fastidiosas, al basarse en el deseo de crear pertenencia, comprensiÃģn colectiva, y a menudo llegar a una conclusiÃģn antes de descubrir una respuesta. Cuando se usan etiquetas e...
Exactly What to Say en espaÃąol - Como Convertir OBJECIONES en SOLUCIONES
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En esta sesiÃģn enriquecedora, Carlos te guiarÃĄ a travÃĐs del arte de transformar las objeciones en soluciones durante tus conversaciones de venta, mejorando significativamente tus relaciones con los clientes. Durante el webinar exploraremos: âĒ Comprender las Objeciones: Aprender a interpretar las objeciones como oportunidades. âĒ TÃĐcnicas para Manejar Objeciones: MÃĐtodos efectivos para responder ...
Sellosophy Podcast - Branding is Selling with Alex Antolino
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Sellosophy Podcast - Branding is Selling with Alex Antolino
Sellosophy Podcast - How to lead with PURPOSE with Tricia Brouwers
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Sellosophy Podcast - How to lead with PURPOSE with Tricia Brouwers
Sellosophy - Using Humor in Sales with Kevin Boyle
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Sellosophy - Using Humor in Sales with Kevin Boyle
Price Better, Earn More - How to communicate Value Pricing with Confidence
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Price Better, Earn More - How to communicate Value Pricing with Confidence
Handling Awkward Sales Conversations Like a Pro
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Handling Awkward Sales Conversations Like a Pro
Exactly What to Say en espaÃąol - Preguntas MÃĄgicas Para Influir
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Exactly What to Say en espaÃąol - Preguntas MÃĄgicas Para Influir
Taxdome Marketplace template: Intro to Lead to Customer onboarding Pipeline
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Taxdome Marketplace template: Intro to Lead to Customer onboarding Pipeline
Taxdome Marketplace - The 1040 Income Tax Return Workflow Template #workflowautomation #taxdome
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Taxdome Marketplace - The 1040 Income Tax Return Workflow Template #workflowautomation #taxdome
5 Minute Questionnaire New Customer Onboarding #taxdome #automation #onboarding
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5 Minute Questionnaire New Customer Onboarding #taxdome #automation #onboarding
Sellosophy Podcast - How to GROW on Linkedin with Beth Granger
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Sellosophy Podcast - How to GROW on Linkedin with Beth Granger
Taxdome Marketplace template: 2024 Taxdome Shortcuts, Hacks, and Training Videos
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Taxdome Marketplace template: 2024 Taxdome Shortcuts, Hacks, and Training Videos
Exactly What to Say en espaÃąol - Palabras MÃĄgicas que venden
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Exactly What to Say en espaÃąol - Palabras MÃĄgicas que venden
Exactly What To Say Webinar - How to Sell on Value and not Price
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Exactly What To Say Webinar - How to Sell on Value and not Price
The Person Asking the Questions
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The Person Asking the Questions
How to handle the customer's "Let Me Think About it" #exactlywhattosay
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How to handle the customer's "Let Me Think About it" #exactlywhattosay
What a great event!
Yes!! ð
loved your video thanks a million :)
Nah
I need to do zoom calls, my mind blanks ð on the phone Iâm ok but these calls are difficult for me. Would it be dumb to put a script in the screen or look down at one mainly itâs questions about packaging I need to ask.
You don't recommend free discovery calls ?
Well, I would be strategic about it. 1. Donât publish it - if you do, youâre already communicating that your time isnât valuable and attract tire kickers 2. Give it away only to qualified or referred opportunities. If the lead is warmer you have more chances of convertingâĶdoes that make sense?
Awesome episode. Thanks for sharing, guys.
Awesome brother - keep the value coming
You are right people not value free consultation, i have the free consultation for digital marketing but no one cares about that
Una master class ððð
me gustÃģ la clase. Super!!
Excelente clase Carlos!!
I always tune in on LinkedIn! Love that i found you on TH-cam as well. Keep it up!
Thank you! I appreciate it
I loved this interview. Thanks for having me! If youâre watching and got any questions let them here ð I read you
This was useful thank you!
My pleasure
LOVED IT!
Thank you ðð―
Always good to see your videos, keep it up! ðââïļ Btw, are you currently seeking video editors or a thumbnail designer to enhance viewers, retention, or CTR? If yes, May I send you a previous work sample?
P r o m o s m ðĪĐ
Excelente Clase!!! Vamos por mÃĄs!!
Mil gracias por tu apoyo
Hi, I've been watching your and Hector's videos about Taxdome for a while now. I just have questions regarding e-filing status, does Taxdome have a function where you can check the status of an e-file if it's accepted or Rejected by IRS? Thanks!
TaxDome has an official integration with the IRS, enabling users to request transcripts directly from the TaxDome interface. Access your clientsâ essential financial information in one secure platform. taxdome.com/integrations-overview
Hi carlos, Do you consult on a firm basis how to implement, create and train on taxdome?
Hi JD yes sir, feel free to email me carlos@exceedsalestraining.com and we can schedule a discovery call
Sounds good. Thanks!@@CarlosmGarciajr
Best Intro
Dude, you so get it!
Thank you Ed, I learn from the best
Well done!
Thank you my friend ð
Hi Carlos how can I contact you? I just signed up for tax dome and I need your help. ð
Hi! Please email me carlos@exceedsalestraining.com And Iâll be happy to connect
Fabulous take Carlos! This is especially important when selling in professional firms. It is completely in alignment with Peter Drucker's admontion of replacing advice with curiousity. Keep the videos coming!
Thank you Ed! ABC :)
ð
Can you do checklists in each task ? For example a listing of things to do when preparing a tax return where itâs all written out with the process so an inexperienced person can prepare stuff with less questions and errors? Like ClickUp can do on checklists
Hi Mo, yes you can create subtasks in every task template. You can even make custom task templates by customer and create conditional automations to say âAssign this custom task for ABC company only to this team member with these custom tasks (ie. BOA account ending in 1234, etc.)â hope that helps
*Promo SM*
Well said
Muy buena plÃĄtica y gracias por la invitaciÃģn, Carlos
Muy interesantes las recomendaciones de Carlos y Daniel
Saludos, Frank
Is this same as situational theory?
It has been referred to as situational Leadership theory. If thatâs what you mean then yes.
@@CarlosmGarciajr got my answer sir. Thank you very much
Sounds really promising, the only question remains how do you get that in the dialogue
Letâs say youâre trying to sell a product or serviceâĶ Customer says âI need to think about itâ You could respond with âHow open minded would you be to giving us the chance to earn your business?â
Damn, really well said
Me not. Knowing what open minded means
Open minded is to be accepting of other ideas that are outside your beliefs. Being open or willing to hear someoneâs ideas or suggestions to help you solve a problem or find a solution. Does that help?
Carlos Garcia when you are making the video on bookkeeping pipelines ?
th-cam.com/video/6BdCRAxwGm8/w-d-xo.html Here is an introductory video on bookkeeping pipelines
Your short daily videos are now part of my daily coffee routine.
Great
Fancy multi-cam editing.. love it
This is great
This was very helpful! Thank you very much
Awesome content! Keep it up, from your friend in NC.
Amazing video! Simple but so impactful