10 Tips for Marketing Your Tax Planning Services As An Advisor
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Help with tax planning is the #1 thing clients of advisors want. In this webinar, Chief Evangelist, Samantha Russell and Head of Partnerships at Holistiplan, Torie Happe, share how to best market and showcase your tax planning offerings.
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10 Tips for Marketing Your Tax Planning Services As An Advisor
- 1. 1
- 2. Samantha Russell Chief Evangelist, FMG Connect @SamanthaTwenty /SamanthaCRussell srussell@fmgsuite.com 2 +
- 3. 3
- 4. Torie Happe Head of Partnerships, Holistiplan Connect with Me /torie-h-67a94411/ torie.happe@holistiplan.com 4 +
- 5. 5 +
- 6. The Biggest Growth Opportunity For Advisors: Tax Planning 01 Holistiplan + FMG
- 8. 8 #1 for The Wealthy! Source: https://www.edelmanfinancialengines.com/wealth-in-america-2022/ +
- 10. Expand your Value Prop: If everyone is offering the same services, you’ll quickly stand out if you offer something different 10 Holistiplan + FMG
- 11. Start With Your Website 02 Holistiplan + FMG
- 12. 12 + Explain (In Layman’s Terms) How You Help with Tax Planning
- 13. 13 Source: https://www.jongladstone.com/tax-planning + Use Holistiplan? Showcase the Power!
- 14. 14 Source: https://www.educoadvgrp.com/holistiplan + A quick 2 minute Loom Video? Even Better
- 15. Create Buzz 03 Holistiplan + FMG
- 16. 16 Source: https://www.youtube.com/channel/UCRk0ERnBheZwqC9L4n0aLqw + People are searching for answers on their tax questions
- 17. 17 Source: Google’s FREE Keyword Planner + Use Google Keyword Planner
- 18. 18 Source: FMG “Do It For Me” Email in Content Library + Example email to send to Prospects You Are All Getting This for Attending Today!
- 19. 19 Source: Quarry Hill Advisors + Example blog post that educates and boosts SEO
- 20. 20 Source: Mando Sallavanti on LinkedIn + Social Media Posts on Taxes Don’t have to be Boring!
- 21. 21 Source: Jeff Hurst, CPA on LinkedIn (A FMG “Do It For Me” Customer) + Using Charts in Your Posts is a Great Way to Grab Attention
- 22. 22 Source: FMG “Do It For Me” Content Library +
- 23. 23 + Webinars: GREAT way to collect leads. Invite a CPA or host yourself Source: JCL Financial Group
- 24. 24 https://www.cubafinancialgroup.com/events/webinar-tax-planning-through-4-stages-of-retirement + Tell clients “since this is a webinar, feel free to invite up to 4 friends to attend as well”
- 25. FMG Creates Webinar Slides & Assets For You! Source: https://fmgsuite.com/features/events
- 26. Just download, edit and present Source: https://fmgsuite.com/features/events These visuals also make for GREAT social posts!
- 27. 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/ +
- 28. Create Immediate Value 04 Holistiplan + FMG
- 29. 29 +
- 30. Create Referrable Moments 05 Holistiplan + FMG
- 31. 31 Source: FMG “Do It For Me” Email in Content Library + Example email to send to Clients
- 32. 32 32
- 33. Advisors ❤️ Love Our “Do It For Me” program 33
- 34. Meet With Us: https://fmgsuite.com/get-a-demo Questions? Marketing@fmgsuite.com We’re here to help. 34
- 35. Torie Happe Head of Partnerships, Holistiplan Connect /torie-h-67a94411/ torie.happe@holistiplan.com 35 + Samantha Russell Chief Evangelist, FMG Connect @SamanthaTwenty /samanthacrussell srussell@fmgsuite.com Questions?
Editor's Notes
- Those with $500K or more are twice as likely to list tax guidance as the number 1 - at 40%!
- October, 2021 example from Sequoia Finacnial - on the Biden Build Back Better Plan
- October, 2021 example from Sequoia Finacnial - on the Biden Build Back Better Plan
- How do we as an industry remedy this? 🚨👉 Content Marketing 👈🚨 When someone watches your videos, reads your words, and hears you explain things....it immediately helps put them at ease. It makes them feel like they "know" you. And psychology tells us that the more we feel like we know someone, the more likely we are to trust them. Content Marketing removes "fear of the unknown" and builds trust. What other tactic can work so well (and at scale!) in this industry?
- https://www.youtube.com/watch?v=hFWi02R-3ZA&list=PL9SvYJEGpqFqG9Y2BPRS_4cwzJ0AfqRnp&index=6&t=326s