View this exclusive workshop in partnership with Holistiplan to discover how advisors are leveraging tax planning to dramatically grow their practices.
Tax guidance remains a top interest for both clients and prospects (Edelman). The key to effective marketing is addressing what people care about while demonstrating your solution.
Learn how to take tax season from a compliance obligation into a powerful marketing and client acquisition tool with this action-packed session. You’ll discover:
📈 Proven strategies to use tax planning as a differentiator in your marketing
🔍 How to identify hidden planning opportunities in client tax returns
📧 Ready-to-use email templates that demonstrate your value to prospects and clients
⚒️ Practical ways to integrate Holistiplan’s tax planning tools into your growth strategy
![How to include tax messaging on your <strong>website</strong> [4:27]](https://fmgsuite.com/wp-content/uploads/2025/03/Tax-Workshop-Website.jpg)
![How to include tax messaging in <strong>email</strong> [17:40]](https://fmgsuite.com/wp-content/uploads/2025/03/Tax-Workshop-Email.png)
![How to include tax messaging on <strong>social media</strong> [29:46]](https://fmgsuite.com/wp-content/uploads/2025/03/Tax-workshop-social-media.jpg)
![How to include tax messaging with <strong>events</strong> [32:54]](https://fmgsuite.com/wp-content/uploads/2025/03/Tax-workshop-events.png)
