[NEW] 2023 Hidden Tax Opportunities - Prospect Engagement Campaign for Financial Advisors

07 Mar, 2023 BY Nicolle Cruz

2023 Hidden Tax (Engagement) - Blog Header (1)

Do you want to connect with prospects who are interested in leveraging tax-saving opportunities? This campaign is for you.

Missing critical tax-saving opportunities is high stakes for investors with over $250,000+ in assets.

And many of them don’t know that they could lose opportunities to save on taxes forever, if they don’t take action BEFORE they file.

Engage prospects by revealing that there is a way to tap into every tax-saving opportunity they have available to them right now, including:

  • The savings strategies their accountant, tax attorney, or tax program may not know about 

  • Advanced (and uncommon) strategies for people in their asset class

Encourage them to take advantage of these strategies by booking a complimentary 1-on-1 Tax Opportunities Session BEFORE they file.

We help you continue the conversation with prospects, bringing them deeper into the awareness funnel, with emails that position you as the right source for help and offering a free appointment to discuss their financial questions. 

Prospects with immediate needs are encouraged to request an appointment with you, bringing these prospects into your office.

The campaign publishes content over 4 weeks.

This marketing campaign includes:

  • 5 emails promoting the value of your advice
  • 1 appointment 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 that confirms the request was received


More About this Marketing Campaign:

Title: 2023 Hidden Tax Opportunities

Type: Prospect Engagement Campaign

Description: Highlight the benefits of exploring potentially “hidden” tax opportunities this year with this email-based campaign that educates, informs, and engages prospects on your list.

Cold to Gold: Build Credibility and Start Conversations

Target Audience: Prospects

Primary Outcome/Action: Booking an appointment

Running Time: 4 weeks




To find out more about how Snappy Kraken can fit into your marketing strategy, click here to see a demo.



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