Your Clients Received Their Tax Return. Now What?

May 10, 2023, 10:00 am

Discover the next level of client engagement and value creation with Holistplan. As an advisor, you understand the importance of going beyond the basics, and tax planning services can unlock a world of opportunity for your clients.

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.

Short on time or just want the main points?

Here is your summary to skip ahead or scan through below.

  1. The Gap Between Client Expectations and Services Rendered [2:11]
  2. How Do you Best Showcase Tax Planning Services in Your Marketing? [28:58]
  3. Websites that are Implementing Tax Planning [38:02]
  4. Using Social Media to Showcase Tax Planning
  5. Tax Planning Webinars
  6. Lead Nurturing Tactics
The Gap Between Client Expectations and Services Rendered [2:11]

The Gap Between Client Expectations and Services Rendered [2:11]

  • People want one provider and point of contact for everything.
  • There is so much marketing opportunity for firms who offer tax planning.
  • There is a big expectation for your advisor to be looping their clients into tax planning but only 25% are doing it.
  • Remember to set up a strong headshot image and banner, write a great headline, personalize your LinkedIn URL and turn your summary into a story.
  • The “unadvised” said tax-planning is the fourth most important service to them while it’s the FIRST most important service to wealthy clients.
  • Only a third of Americans work with a financial professional.


How Do you Best Showcase Tax Planning Services in Your Marketing? [28:58]

How Do you Best Showcase Tax Planning Services in Your Marketing? [28:58]

  • If you have a “win” as an advisor, you can repurpose these wins and communicate them in your marketing.
  • You can repurpose your stories through case studies, long-form blog posts, posting videos on YouTube, sharing it on social and using Google Reviews.


Websites that are Implementing Tax Planning [38:02]

Websites that are Implementing Tax Planning [38:02]

  • Write your content in really simple language..the more you can simplify the better.
  • Think about the images that you are using on your website, especially since so many people are just scanning rather than reading a lot of words.
  • Connect calls-to-action with your unique value proposition
  • With case studies, allow them to picture themselves getting their problems solved.


Using Social Media to Showcase Tax Planning

Using Social Media to Showcase Tax Planning

  • Social media is a great way to intrigue your audience and bring people into the conversation and make them aware.
  • You can also make a quick video and share it on social media.
  • Advisors can talk about tax planning on social media in a way that really showcases what they can do for advisors.


Tax Planning Webinars

Tax Planning Webinars

  • With webinars, you can record once then repurpose on YouTube, on your website, share on social, etc.
  • How can you get registrants? Send three emails for optimal performance…one week before, a day before and one hour before.


Lead Nurturing Tactics

Lead Nurturing Tactics

  • Email is the #1 way that clients want to receive communications
  • Utilize drip email marketing: collect prospect emails on your site, email them valuable, educational and timely content over time.
  • Email marketing is more effective if you have a niche
  • 9 out of 10 clients consider their advisors' communication frequency and style when deciding whether to retain their services + make referrals
  • Almost half (47.1%) of surveyed clients wish their advisor would contact them more frequently


Supplemental Resources

The slides can be found here

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