---
title: [NEW] Tax Planning Offer - Timely Email
description: Use this simple email to encourage prospects and clients to reach out to you for help with advanced tax planning.
---

[Financial Advisor Marketing Strategies | Snappy Kraken ](https://snappykraken.com/blog)

# [[NEW] Tax Planning Offer - Timely Email](https://snappykraken.com/blog/new-tax-planning-offer-timely-email)

 Written by [Snappy Kraken](https://snappykraken.com/blog/author/snappy-kraken) | Mar 16, 2023 9:39:10 PM

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.**

## **About This Campaign**

**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.**

 

 

 

 

 

 

 

[View full post](https://snappykraken.com/blog/new-tax-planning-offer-timely-email)

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