10 Tips for Marketing Your Tax Planning Services As An Advisor

Help with tax planning is the #1 thing that clients of advisors want.
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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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Here is your summary to skip ahead or scan through below.

  1. Tax Planning is the Biggest Growth Opportunity for Advisors [4:24]
  2. Start With Your Website [7:16]
  3. Create a Buzz [16:55]
  4. Create Immediate Value and Referable Moments [25:13]
Tax Planning is the Biggest Growth Opportunity for Advisors [4:24]

Tax Planning is the Biggest Growth Opportunity for Advisors [4:24]

  • Tax guidance is the #4 service that the unadvised are looking to receive help on and #1 for the wealthy.
  • Clients who prefer to have a “one-stop shop” and holistic planning have gone up 60 percent.
  • Expand your value proposition: If everyone offers the same services, you quickly stand out if you offer something different.
  • There is a real missed opportunity if you aren’t marketing your unique offerings and services.


Start With Your Website [7:16]

Start With Your Website [7:16]

  • Explain how you can help with taxes in layman's terms.
  • You want someone to have an understanding of what you do just by scanning your website.
  • Visuals alone help clients understand what tax planning looks like in our space.


Create a Buzz [16:55]

Create a Buzz [16:55]

  • Ask yourself what people are looking for when marketing your services.
  • People are searching for answers to their tax questions.
  • Taxes come up year after year, and the rules are always changing, so this is a great marketing opportunity to capitalize on the questions that people have.
  • Google Keyword Planner is a great way to find the types of questions that people are asking.
  • Send emails to your clients about your tax services.
  • Blog posts can boost SEO and educate your audience.
  • Social media can boost engagement. (Use charts in your posts to grab more attention.)
  • Use webinars: Showcase your expertise and collect leads so that you can drip on prospects and clients.
  • Three emails are the optimal number of webinar invites to send (1 week before, 1 day before, and 1 hour before).


Create Immediate Value and Referable Moments [25:13]

Create Immediate Value and Referable Moments [25:13]

  • Webinars are a great way to showcase your value and connect with hundreds of people.
  • Repurpose your content in multiple ways (You can write blogs, create video snippets for social media, share replays on YouTube, create emails, etc.)
  • When you showcase your value, you become more referable.
  • Webinars allow you to showcase your value and expertise.
  • Tell clients, “Since this is a webinar, feel free to invite up to 4 friends to attend, as well.”
  • Creating worthwhile material and advice is a great way to boost referrals.


Supplemental Resources:

You can get the slides here

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