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5 top tips for marketing your tax planning services


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Paul Flynn from the AVN Tax team and Sue Davenport from the AVN marketing team discuss ways for accountants to market their tax planning services to clients. This webinar was originally broadcast on 7th February 2013.

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5 top tips for marketing your tax planning services

  1. 1. 5 top tips for marketing your tax planning services Paul Flynn ATT, ex-HRMC, ex Tax Manager Sue Davenport ACMA, CGMA, MCIM Chartered MarketerWe’re starting at 10:20prompt so make sure you’recomfortable, with speakersturned up - and grab a pen!
  2. 2. Webinar adminIf you have a problem, click here toraise your hand(This will be dealt with by theorganiser) Type your questions here (We’ll answer as many as possible at the end)
  3. 3. Today we’ll cover:• Tax planning – to market or not to market?• Terminology• Marketing basics• Channels to consider• Time saving tips• Linking it all together
  4. 4. How proactive is your firm?• We dedicate time to marketing every week• We have our own social media channels• We outsource it to another provider• We dip in and out when we have time• We don‟t know where to start
  5. 5. Tax planning• Should you market?• Standard vs advanced planning• Dangers involved in marketing strategies• Non-disclosure agreements• Being seen as a „promoter‟
  6. 6. Tax planning• GAAR delayed until July 2013• Look at the „softer‟ taxes• Advanced tax planning
  7. 7. Terminology• Language is important• Benefits – not features• You – not „us‟ or „we‟• Why – feelings, imagery• Stand out from the crowd
  8. 8. 1. Marketing basics1. Compelling headline2. Benefit-driven detail Benefits3. Call to action
  9. 9. 2. Consider lots of channels• Website or blog• Email marketing• Surveys• Social media• Seminars or clinic days• Public relations• Newsletters• Email footers
  10. 10. 3. Use LinkedIn• Personal profile and status update• Build connections• Groups – local, business focused• LinkedIn Answers• Recommendations
  11. 11. 4. Time saving tips• Re-use collateral• Link everything together• Post regularly• Outsource• Delegate!
  12. 12. 5. Link it all together Email Survey Tweet campaign link LinkedIn Blog article YouTube group video or news story post Press Webinar release Appointment to add software value Client meeting
  13. 13. Offer for you£175 +
  14. 14. Proactive with Tax seminars• 20th February – Stirling• 21st February – Cardiff• 27th February – Leeds• 28th February –
  15. 15. 6. Bonus tip!• Collect testimonials• “Social proof”• Start with LinkedIn• Written and video• Put on your website• Show them to prospects and clients
  16. 16. QuestionsAVN – Changing the Numbers
  17. 17. Thank youThank you so much for attending our webinar. Please complete the short survey.Use Twitter hashtag #AVNWebinar if you’d like to discuss what you’ve learned online. Connect with us on LinkedIn