[NEW] 2023 Hidden Tax Opportunities - Lead Generation Campaign for Financial Advisors

16 Jan, 2023 BY Nicolle Cruz

2023 Hidden Tax Oppotunities - BLOG HEADER


Attract fresh prospects by offering a compelling downloadable resource as part of a campaign that includes a lead-capture landing page, prospecting emails, social media posts, and optional Facebook ads. Consider personalizing the follow-up emails to engage with prospects.

Do you want to connect with prospects who want to maximize tax savings before year end? This campaign is for you.

Tax laws have become so convoluted that people are just really confused. Many don’t know how to take advantage of the tax-saving opportunities available. 

Cut through the noise and attract fresh prospects with a campaign that offers a free guide:

5 “Hidden” Tax-Saving Opportunities to Lock In Before You File

Inside the guide, prospects will discover:

  • Specific limited-time opportunities to potentially lower their taxes
  • Unconventional strategies wealthy Americans lock in BEFORE they file every year
  • “Last chance" tax-saving strategies for high earners

Nurture existing prospects by highlighting the complexity of navigating tax laws in the current environment — emphasizing your ability to help them make the right choices. The lead magnet is designed to be “precisely vague” by providing good advice but opening a loop with critical questions in the conclusion that the prospect must work with you to resolve.

Drive traffic to your offer with prospecting emails, social media posts, and optional Facebook ads. The campaign copy builds urgency by emphasizing the time-sensitive nature of maximizing tax savings before year-end filing.

We help you continue the conversation with prospects, bringing them deeper into the awareness funnel with follow-up emails that position you as the right source for help and offering a free appointment to discuss their retirement questions. Prospects who have immediate needs are encouraged to request an appointment with you, bringing these digital prospects right into your office.

The campaign publishes content over 4 weeks.

Use this campaign if you have a list of prospects, a social media presence, or an advertising subscription and are confident answering questions about tax-inflected advisory services.

The campaign delivers the following:

  • 3 broadcast emails promoting the value of the free guide
  • 12 social media posts that automatically post to your social media accounts over 4 weeks
  • 1 landing page offering the free guide while capturing a prospect’s name & email address
  • 1 opt-in confirmation email
  • 2 opt-in follow-up emails
  • 1 confirmation page where motivated leads can request a free chat with you
  • 1 appointment confirmation page that points leads to your website
  • 1 appointment confirmation email
  • Website Widget

More about this campaign for Financial Advisors:

Title: 2023 Hidden Tax Opportunities

Type: Lead Generation Campaign

Description: Do you want to connect with prospects who want to maximize tax savings before year end? This campaign is for you.

Target Audience: Prospects 

Primary Outcome/Action: Get noticed and earn contacts

Running Time: 4 weeks


Updated LG Diagram Image


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