tives, freelancers, high-net-worth individuals, or some other defined audience to address their tax concerns and opportunities more directly.

It helps to use video. Educational posts are great for engagement, but short explainer videos on tax-saving tips or industry-specific tax strategies will drive even more engagement and help you establish yourself as an expert who can help them.

Generate Leads By Hosting Events

The events you host could be in-person or virtual, but they’ ll offer you an excellent opportunity to educate your prospects, deepen client relationships, and position yourself as a knowledgeable resource.

For instance, you could host a webinar or hold in-person Q & A sessions— perhaps partnering with a local CPA so you could take advantage of both your client lists and the expertise from both your backgrounds.

You could host a webinar or hold in-person Q & A sessions— perhaps partnering with a local CPA.

At the end of tax season, you could host a“ Shred Day”— in which clients come to you with sensitive documents they no longer need and have them destroyed. For assistance with this, you can call a local shredding company to bring a truck to your office for a few hours and then invite your clients and their guests to shred their documents while mingling with your staff. You’ ll want to take this time to tell them what they can dispose of, which tax paperwork they should save and how long they should hold on to some of those documents. This is a low-cost, high-impact event.

If you don’ t have the specific email addresses of people whom you’ d like to attract as clients, you can use LinkedIn to invite prospects to these events. At the very least you’ ll increase your connections and reach. Use these events to collect and nurture leads, capturing your attendees’ information and following up with value-driven content to keep them engaged.

Turn Tax Season Into A Marketing Win

Tax season isn’ t just about numbercrunching. It’ s an opportunity to add value by delivering content about a topic on the minds of your potential audience. By enhancing your website, crafting strategic emails, engaging on social media, and hosting events, you can turn this season into a growth opportunity.

SUSAN THEDER is the chief marketing and experience officer at FMG.

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APRIL 2025 | FINANCIAL ADVISOR MAGAZINE | 15