In this webinar, Chief Evangelist, Samantha Russell and Chief Growth Officer of Holistiplan, Chris Field showed you how to ask your clients for their tax returns, what to look for to demonstrate value and how to share what you've found in a compelling way.

1. Your Clients Received Their Tax
Return. Now What?
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2. Chris Field
Chief Growth Officer, Holistiplan
Connect with Me
/christophercfield
chris@holistiplan.com
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3. Samantha Russell
Chief Evangelist, FMG
Connect
@SamanthaTwenty
/samanthacrussell
srussell@fmgsuite.com
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4. 4
➡ Huge gap between client
expectations and services rendered
💡 Takeaways:
1⃣ People want 1 Provider/Point of
Contact for everything.
2⃣ So much marketing opportunity for
firms who offer Tax
Source:
https://advisorpedia.com/research/expectations-investors-and-ad
visors-have-differ/
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5. 5
#1 for The
Wealthy!
Source: https://www.edelmanfinancialengines.com/wealth-in-america-2022/
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6. 6
Source: https://www.edelmanfinancialengines.com/wealth-in-america-2022/
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7. 7
Source: https://www.edelmanfinancialengines.com/wealth-in-america-2022/
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8. Over 60% of Investors believe that
most financial advisors make the
same promises, making it hard
to tell the difference between them
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- BNY | Pershing “Advisor Value Propositions” Report

9. How Do You Best
Communicate This In Your
Marketing?
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10. 10
Source: https://twitter.com/MelissaJoyCFP
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11. 11
Source: https://pearlplan.com/financial-planning-services/financial-planning/
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12. How Else Could This
“Win” Be Marketed?
Repurpose the Story:
● Case studies on your website
● A long-form blog post
● Video posted to Youtube
● Post on social media
● Great if client included the story
as part of their Google Review!
+ Source: https://www.allstreetwealth.com/relationships

13. + Source: https://tenonfinancial.com/

14. Website Examples
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15. 15
Source: https://tenonfinancial.com/
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Visuals: A
Picture is
Worth 1,000
words
Source: https://streamlineplanning.com/tax-reduction/

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Simple
Language:
Write so a 9th
grader can
understand
Source: https://streamlineplanning.com/tax-reduction/

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Connect CTAs
with your Unique
Value Prop
Source: https://streamlineplanning.com/tax-reduction/

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Case Studies:
Allow them to
picture
themselves
getting their
problems
solved
Source: https://deltawealthadvisors.com/our-clients

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Even Your Fees
Page Can Help
Showcase Value

22. Social Media
Post Examples
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Hook them FIRST,
then dive into the
meat of the post

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ZERO CLICK CONTENT:
The info is given IN THE POST.
No link to click needed

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Capitalize on
“Mere Exposure
Effect"

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Comments and
replies = even
more opportunity

27. Webinars
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28. 28
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Webinars:
Record once-
Repurpose on
youtube,
website, social
etc.

29. Send THREE emails for optimal performance. Make
sure clients know they can share with friends!
● 1 week before
● 1 day before
● 1 hour before
What’s the Best Way To Get Registrants?
Source: https://danielwaas.com/how-to-increase-webinar-attendance-rates/
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30. FMG Creates Webinar Slides & Assets For You!
Source: https://fmgsuite.com/features/events

31. Getting a lead is not enough.
Most do not NURTURE their
leads.
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32. Source: https://go.ycharts.com/how-can-advisors-better-communicate-with-clients
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Drip Email Marketing
FIRST:
● Collect prospect emails on your site
THEN:
● Email them over time valuable,
educational, TIMELY content that is
HELPFUL
● Gets even more effective if you have a
niche
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34. Source: https://go.ycharts.com/how-can-advisors-better-communicate-with-clients
9⃣ out of 🔟 clients consider their advisors'
communication frequency and style when
deciding whether to retain their services + make
referrals
Yet about half (47.1%) of surveyed clients wish
their advisor would contact them more
frequently
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35. Source: https://go.ycharts.com/how-can-advisors-better-communicate-with-clients
More than 1 in 5 surveyed Americans
have switched advisors since 2020
🤯
This includes 28.7% of respondents
w/ greater than $500,000 under an
advisor’s management that made the
switch
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36. ● Mobile App to push out breaking news
● FINRA - reviewed content
● Direct Integrations with for easy compliance
● New Do It For Me Program
Contact Us: Marketing@fmgsuite.com
Overwhelmed?
Need Help? We Get it!
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37. Samantha Russell
Chief Evangelist, FMG
Connect with Me!
@SamanthaTwenty
/samanthacrussell
srussell@fmgsuite.com
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Questions?
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