Thursday, 2/8 at 11:00 am PT | 2:00 pm ET

Help with tax planning is one of the most sought-after services that clients want from their advisors. 

Yet the majority of advisors who DO offer some sort of tax help do not do a good job of marketing these services. 

So, how can you best communicate the fact that you help with taxes in your marketing? 

Join our upcoming webinar on February 8th at 11 AM PT/2 PM ET as Chief Evangelist at FMG, Samantha Russell and Head of Partnerships at Holistiplan, Torie Happe share how to articulate and showcase your offerings and value while effectively asking clients for tax returns. 

They’ll discuss:

• How to best talk about taxes in your marketing 

• Real-life examples of other financial advisor websites, social posts and videos that talk about taxes in a way that works to intrigue viewers

• Tips on the best language to use when requesting tax documents - especially if this is a new service

• How Holistiplan’s technology can read any of your client’s tax returns and create a customized, white-labeled tax report complete with relevant observations in just seconds

• How FMG’s marketing tools and services allow you to showcase your tax planning services in your marketing 

We hope you can join us! And if you have a question you know you’d want us to in advance, you can email us at marketing@fmgsuite.com and we’ll do our best to answer it LIVE on the 8th!