Derek Foote, an experienced solo firm runner, shares his insights on transitioning to video for delivering tax services. He discusses the efficiency and personal connection video fosters with clients, while tackling challenges like self-judgment and busy tax seasons. The conversation also explores the use of AI avatars in client interactions, effective video creation techniques, and the significance of proactive client engagement. Moreover, he emphasizes nurturing long-term client relationships and the importance of community connections in solo practices.
