Tax season is an excellent time to leverage awareness of tax bills to get help with tax optimization.
Use this simple email to encourage prospects and clients to reach out to you for help with advanced tax planning.
IMPORTANT! This email has not been reviewed by FINRA. To get emails about hot topics into your hands as quickly as possible, we do not submit them for FINRA review.
Title: New Website Announcement Email
Type: Single-Topic Email/Timely Emails
Description: Use this simple email to encourage prospects and clients to reach out to you for help with advanced tax planning
Target Audience: Clients, prospects, and taxpayers
Primary Outcome/Action: Address concerns as they arise and show your leads and clients that you’ve got their back and that you’re ready to take them through thick and thin
Running Time: Single email
Here are some of the results from our Weekly Crisis Emails that advisers used during the peak of COVID.