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Lead Generation & Growth
Creation:
Grow and support your business through tax planning
1
+
Chris Field
Chief Growth Officer, Holistiplan
Connect with Me
/christophercfield
chris@holistiplan.com
2
+
Samantha Russell
Chief Evangelist, FMG
Connect
@SamanthaTwenty
/samanthacrussell
srussell@fmgsuite.com
3
+
4
#1 for The
Wealthy!
Source: https://www.edelmanfinancialengines.com/wealth-in-america-2022/
+
5
Source: https://www.edelmanfinancialengines.com/wealth-in-america-2022/
+
Expand your Value Prop:
If everyone is offering the same
services, you’ll quickly stand out if you
offer something different
6
Holistiplan + FMG
Create Buzz
01
Holistiplan + FMG
8
Source: FMG “Do It For Me” Email in Content Library
+
People are searching for answers on their tax questions
9
Source: Google’s FREE Keyword Planner
+
Use Google Keyword Planner
10
Source: FMG “Do It For Me” Email in Content Library
+
Example email to
send to
Prospects
11
Source: Quarry Hill Advisors
+
Example blog post
that educates and
boosts SEO
12
Source: Mando Sallavanti on LinkedIn
+
Example social
post to get
attention
13
+
Webinars:
GREAT way to
collect leads.
Invite a CPA or
host yourself
Source: JCL Financial Group
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/
+
FMG Creates Webinar Slides & Assets For
You!
Source: https://fmgsuite.com/features/events
Create Immediate Value
02
Holistiplan + FMG
17
+
Create Referrable Moments
03
Holistiplan + FMG
19
Source: FMG “Do It For Me” Email in Content Library
+
Example email to
send to Clients
Chris Field
Chief Growth Officer, Holistiplan
Connect
/christophercfield
chris@holistiplan.com
20
+
Samantha Russell
Chief Evangelist, FMG
Connect
@SamanthaTwenty
/samanthacrussell
srussell@fmgsuite.com
Questions?

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Lead Generation & Growth Creation: Grow and support your business through tax planning

Editor's Notes

  1. Those with $500K or more are twice as likely to list tax guidance as the number 1 - at 40%!
  2. 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?
  3. October, 2021 example from Sequoia Finacnial - on the Biden Build Back Better Plan