Financial Advisor Marketing Strategies | Snappy Kraken

[NEW] Hidden Tax Opportunities - Lead Generation Campaign

Written by Nicolle Cruz | Sep 5, 2022 8:36:44 PM

Connect with prospects who want to take advantage of the current tax laws before they change. 

The end of the year is fast approaching. 

This Lead Generation campaign informs prospects about the time-sensitive tax-saving opportunities they could potentially lock in before December 31, 2022.

Cut through the noise and attract fresh prospects with a free guide titled: 

 5 “Hidden” Tax-Saving Opportunities To Lock In Before Dec 31, 2022

This guide will help prospects discover:

  • Specific limited time opportunities they need to take advantage of NOW before they expire
  • Unconventional strategies wealthy Americans lock in BEFORE the end of every year 
  • Little-known tax savings for high earners who think they don’t qualify because of income

Nurture existing prospects by highlighting the importance of taking advantage of the current tax laws before the end of the year. 

This will emphasize your ability to help them make the right choices. 

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
  • 1 website widget
 
 
 
 
 
 
 
0:03
 
0:01
 
 
 
 
 
 

More about this campaign:

Title: Hidden Tax Opportunities

Type: Lead Generation Campaign

Description: Connect with prospects who want to take advantage of the current tax laws before they change. 

Target Audience: Prospects and investors

Primary Outcome/Action: Get noticed and earn contacts

Running Time: 4 weeks

 

 

Interested in seeing how one of our Lead Generation campaigns is made? Check out this episode of Behind the Campaign.

Think Snappy Kraken might be the right fit for you? Grab a time for a demo by clicking here.