10 Tips for Marketing Your Tax Planning Services As An Advisor

February 08, 2024, 11:00 am

Help with tax planning is the #1 thing that 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.
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.


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