This is a simple idea but it is the easy marketing that is often not done by financial professionals that do tax marketing as they have had to learn so many multi step or complex marketing strategies they mentally dismiss a simple direct approach. Where being direct as an Insurance Professional or Stock Broker would almost never work, “I want you to leave Vanguard and move your portfolio to me!” it’s actually an acceptable approach as the owner of a tax office. It will not make everyone you approach automatically answer your request but it will not alienate anyone, they will either comply or say no thank you.
Example E Mail , tweet or Letter;
Here we are about half way through the tax season and we haven’t seen you in our office. We understand you have another preparer or do it yourself, that’s OK but do you understand our value proposition?
If you have already filed, bring your completed return in to us and let us review it for errors or missed tax deductions! What’s the harm in getting a second opinion? According to CCH the national error rate for tax returns is over 50%. Perhaps we can find you some additional refund!
If you have not filed yet, bring us the work! We use only qualified CPAs and EAs and we will prepare your return for 50% off of whatever you paid last year as a special just to have you consider letting us be part of your team!
We still have appointments available so call us and let us give you some of our terrible coffee and awesome advice!
Call _________________ or e-Mail us at ______________________
We`ll get you in ASAP!
If you simply e-mail this to you current suspects, prospects and clients that you have not completely captured yet, and you get even just two replies for appointments, you’ll have spent no money to get them!
Rearrange the words…..Try it a few times as e-mails sometimes end up not being read right away, but use the direct approach along with your more complex campaigns and you will find it adds additional appointments to your day!
As always you are Welcome!
The Tax What-if” Dr;_)