Do you have a financial marketing tax season plan?
At Conach, we are no strangers to the hectic pace our financial clients experience during tax season. Despite this being the busiest time of year for financial professionals, marketing your firm should not be put on hold. The following blog is about ways to keep a financial marketing tax season plan active during this time.
Pre-planning is essential
Just like you recommend planning for your client’s retirement or business succession, pre-planning your financial marketing tax season plan is critical. If you have a proactive campaign that runs throughout the year, consider the elements that can keep going during tax season with minimal involvement of your key staff. These could include pre-scheduled social media posts, e-blasts, advertising, or digital marketing. By setting these up to run during tax season, you can maintain contact with customers and prospects.
Your financial marketing tax season plan team
Even though you have pre-scheduled marketing tactics, a team needs to monitor activity and respond to any leads. This plan may be a combination of staff that has the time to review the campaign and act according to a process established by the management team. Tax season can be a good learning experience for new staff members.
Outsourcing support
If your in-house staff needs help writing or designing the material, look to marketing professionals that can provide those services. Depending on the agency, they can be available to assist in creating the financial marketing tax season plan, plus manage and implement it as we do at Conach. The critical factor is that letting your marketing slip because of tax season can cost you revenue throughout the year.
Pappy
About the Author
Paul Kowalski (or Pappy as he is called around the office) spent over two decades working at other agencies before opening Conach Marketing Group in 2008. The early part of his career was working with Fortune 500 clients at different agencies. However, working with smaller clients was his preference. This choice was because of the impact on a client’s business growth and the forming closer, personal relationships.
About Conach
When creating Conach, his goal was to bring those Fortune 500 strategies along with years of B2B marketing experience to small business marketing clients. As a result of years of focusing on business-to-business marketing, Conach specializes in construction marketing, financial marketing, and industrial marketing. Even though we are in Mid-Michigan, we work with clients across the country. For more information, visit conachmarketing.com or contact us or call 989.401.3202.