[NEW] 2024 Hidden Tax Opportunities - Lead Generation Campaign for Financial Advisors

15 Jan, 2024 BY Snappy Kraken

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Do you want to connect with prospects who are concerned about their tax situation? This campaign is for you.

Cut through the noise and attract fresh prospects with a campaign that offers a time-sensitive lead magnet: "Discover 5 IMMEDIATE Opportunities to Lower Your Taxes" This guide offers actionable tips but leaves room for questions, nudging prospects to seek your expertise for complete solutions.

Nurture existing prospects by highlighting tax-saving opportunities, 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 and social media posts. 

Then we’ll help you continue the conversation with prospects, bringing them deeper into the funnel, with follow-up emails that position you as the right source for help and offering a free appointment to discuss their 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 with prospects concerned with year-end tax planning.

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: 2024 Hidden Tax Opportunities

Type: Lead Generation Campaign

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

Target Audience: Prospects 

Primary Outcome/Action: Get noticed and earn contacts

Running Time: 4 weeks


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