Financial Advisor Marketing Strategies | Snappy Kraken

Tax Planning in 2021- Personal Connection Video | Snappy Kraken

Written by Tyler | Feb 12, 2021 5:00:00 AM

A new Executive Branch likely means new tax codes.

What does that mean for your clients’ and prospects’ tax planning in 2021?

Our latest Personal Connection Video is designed to keep your face in front of them and help them understand what might be to come this year.

Want to see how it works? Check out this video overview of our Personal Connection Videos:

 

 

More about this campaign:

Title: Tax Planning in 2021

Type: Engagement Campaign

Description: With a new presidential administration taking the reins, tax increases might come sooner rather than later. Connect with your clients and prospects by helping them know what to expect and giving them 3 steps to optimize their taxes in 2021.

Target Audience: Clients & Prospects.

Primary Outcome/Action: Prepare your clients and prospects for what tax changes could come.

Secondary Outcome/Actions: Keep your face in front of prospects and clients during uncertain times.

Running Time: Single email and social posts across platforms driving traffic to a Landing Page.

This isn’t just one piece of content – it’s several. This is a brief diagram that shows the different pieces that are coordinated and published when you launch a Personal Connection Video Campaign.

 

Previous Personal Connection Video topics include: 

  • Starting the Year Off Right
  • Insurance needs
  • Mortgage refinancing
  • Roth conversions
  • Building resiliency
  • And more!

This year has already been chaotic, both politically and financially, which is why we’re working to keep our Snappy Kraken members covered with ready-to-go, multi-part, automated campaigns. To find out more about how Snappy Kraken can fit into your marketing strategy, click here to see a demo.