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

Are you getting everything possible out of your tax planning software? Tax planning is incredibly beneficial for your current clients, but it is also a powerful tool for advisors looking to grow their businesses.
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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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Here is your summary to skip ahead or scan through below.

  1. Expand Your Value Proposition [5:14]
  2. Create Buzz Around Your Tax Offerings [5:54]
  3. Host Tax-Planning Webinars [14:53]
  4. Create Immediate Value [36:23]
  5. Create Referrable Moments [37:14]
Expand Your Value Proposition [5:14]

Expand Your Value Proposition [5:14]

  • If everyone is offering the same services, you’ll quickly stand out if you offer something different.
  • When it comes to services that the unadvised are interested in receiving, tax guidance was #4 overall and #1 for the wealthy.
  • As far as overwhelming financial tasks go, managing your money to minimize taxes was the #2 concern for all Americans and #2 for affluent ones.


Create Buzz Around Your Tax Offerings [5:54]

Create Buzz Around Your Tax Offerings [5:54]

  • People are searching for answers on their tax questions.
  • Use Google Keyword Planner to help you find the most searched keywords.
  • Send emails to your prospects to educate and inform them.
  • Write blogs posts that educate your readers while boosting SEO.
  • Create the type of social post that grabs attention.
  • Hosting webinars is a great way to collect leads.


Host Tax-Planning Webinars [14:53]

Host Tax-Planning Webinars [14:53]

  • With webinars, you can record once then repurpose on YouTube, on your website, share on social, use in emails and more.
  • Send three emails for optimal performance…one week before, a day before and one hour before.


Create Immediate Value [36:23]

Create Immediate Value [36:23]

  • Creating immediate value before the person is even a client is the best way to show them how you are going to keep creating value for them once they are your client.
  • Remember that everything you do money-related is going to have some impact on your tax planning.
  • People are incredibly visual learners, so if you can show how the tax planning software works, it would be a valuable tool.


Create Referrable Moments [37:14]

Create Referrable Moments [37:14]

  • An email that you can send to clients asking for their tax return is a great strategy to create these referable moments.
  • Webinars a great opportunity to connect, and they’re also a great way to get referrals. You can ask your sign-ups if they know anyone who can benefit and then give them a link to sign up.


Supplemental Resources

The slides can be found here

The tax planning email can be found here

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