Lead Generation & Growth Creation: Grow and support your business through tax planning
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In this webinar, Chief Evangelist, Samantha Russell and Chief Growth Officer of Holistiplan, Chris Field share their expertise, guiding you on how to effectively request tax returns from clients and identify key areas where you can showcase your value. You’ll gain valuable insights on leveraging tax returns to provide tailored recommendations that can leave a lasting impact on your clients.
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Lead Generation & Growth Creation: Grow and support your business through tax planning
- 1. Lead Generation & Growth Creation: Grow and support your business through tax planning 1 +
- 2. Chris Field Chief Growth Officer, Holistiplan Connect with Me /christophercfield chris@holistiplan.com 2 +
- 3. Samantha Russell Chief Evangelist, FMG Connect @SamanthaTwenty /samanthacrussell srussell@fmgsuite.com 3 +
- 4. 4 #1 for The Wealthy! Source: https://www.edelmanfinancialengines.com/wealth-in-america-2022/ +
- 6. Expand your Value Prop: If everyone is offering the same services, you’ll quickly stand out if you offer something different 6 Holistiplan + FMG
- 7. Create Buzz 01 Holistiplan + FMG
- 8. 8 Source: FMG “Do It For Me” Email in Content Library + People are searching for answers on their tax questions
- 9. 9 Source: Google’s FREE Keyword Planner + Use Google Keyword Planner
- 10. 10 Source: FMG “Do It For Me” Email in Content Library + Example email to send to Prospects
- 11. 11 Source: Quarry Hill Advisors + Example blog post that educates and boosts SEO
- 12. 12 Source: Mando Sallavanti on LinkedIn + Example social post to get attention
- 13. 13 + Webinars: GREAT way to collect leads. Invite a CPA or host yourself Source: JCL Financial Group
- 14. 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/ +
- 15. FMG Creates Webinar Slides & Assets For You! Source: https://fmgsuite.com/features/events
- 16. Create Immediate Value 02 Holistiplan + FMG
- 17. 17 +
- 18. Create Referrable Moments 03 Holistiplan + FMG
- 19. 19 Source: FMG “Do It For Me” Email in Content Library + Example email to send to Clients
- 20. Chris Field Chief Growth Officer, Holistiplan Connect /christophercfield chris@holistiplan.com 20 + 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%!
- 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?
- October, 2021 example from Sequoia Finacnial - on the Biden Build Back Better Plan