Financial Advisor Marketing: Tax Planning Services Offer Year-Round Opportunities

Tax planning offers a non-threatening way to approach prospects and clients no matter what time of year it is.

By educating them to consider tax planning a year-round necessity, you can create a calendar of ongoing “checkups” similar to that of seeing a personal doctor.

During routine visits to a doctor, a patient becomes comfortable with the doctor, his or her office and staff. This increased comfort level increases the chance that a patient will call or visit the doctor with questions he or she might usually not seek help with. The patient receives the help that’s wanted. The doctor increases his practice and opportunity for referrals.

Tax planning can be your opportunity to develop a “preventative medicine” schedule with your prospects and clients. Propose quarterly “checkups” to meet with a client or prospect to review their tax planning strategies and to see if any changes may be necessary. This is an outstanding way to keep in close contact with clients and build long-term relationships.

Full-Service Financial Planning

You know that prospects and clients come in all shapes and sizes, each with unique personal circumstances and needs. But there are some common bonds that we all share. We all want to enjoy a safe and secure life. We want personal and professional gratification. And, we all face a common concern, paying taxes.

Because of this shared concern, tax planning offers a prime opportunity to demonstrate your value to prospects by educating them to the fact that you, as a full-service financial planner, can develop tax planning objectives and offer investment vehicles designed to help them with their needs.

Paying taxes is a universal subject and one for which people are constantly looking for help. But many people have not been educated on, or are afraid to ask about, the advantages that developing a comprehensive tax plan, including tax-friendly investments can bring.

By marketing your tax planning services and tax-advantaged investment alternatives in an easy to understand way, you will be adding a new dimension to your practice and will employ a valuable common denominator with prospects and clients that can open doors throughout the year to additional investment ideas.

Making Tax Season Investor Friendly

Very few people look forward to paying their income taxes. Most look at April 15 as a necessary evil, a time when they determine how much of their hard-earned money Uncle Sam will be taking.

Think of the immediate and lasting impression you can make with a prospect or client just by saying, “I may be able to help you reduce your tax bill through smart investment you make throughout the year.” Instantly you have gotten their attention. You have struck a universal nerve and are in prime position to be their perceived knight in shining armor. Where there is a need, there is opportunity and your opportunity to earn business and help clients meet their financial goals.

Tools of the Tax Planning Trade

The tremendous prospecting opportunity that tax planning offers allows you to tap into the long-term benefits tax planning services, including retirement plans and tax advantaged investments, can have on gaining and retaining clients.