Tax Season: The Best Time of Year for Your Marketing?

As Margaret Mitchell noted in “Gone with the Wind, “Death, taxes, and childbirth! There’s never any convenient time for any of them.” 

While your inbox may be in wholehearted agreement and straining under the weight of client questions, there are few, if any marketing opportunities that are as ripe for financial advisors. Sure, you’re an advisor, not an accountant. But, while not all of your clients have over 20M in assets or are referring all of their friends and family members to you, you can bet every single client and prospect you encounter has to deal with taxes. Consider tax season the great equalizer and the ideal opportunity for you to grow your firm through strategic marketing.

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