Tax season provides a great opportunity to pause and consider what advisory services your clients may benefit from as you’re meeting regarding tax planning. The steps and resources identified below are a best practice for financial planning client development.
If you need any assistance with implementation of the tax season initiative, please contact Laurie Paulsen at 563.582.2855 or firstname.lastname@example.org.
Step 1: Client Identification (10-20 Potential Financial Planning Clients)
Use the resources below to introduce financial planning to your top clients this tax season.
Step 2: Client Outreach
Option 1: Print the tax organizer letter and include in the tax organizer.
Option 2: After you’ve mailed the tax organizer, send the email template. (Contact HKFS marketing to have your letters co-branded and compliance approved.)
Step 3: Client Meeting
Step B: Share your firms focus on a holistic approach and your ability to incorporate tax and financial planning together.
Step C: Set a date and time for you and your client to discuss further.
Step 4: Client Follow-up
Post tax season send the follow up email to clients you identified in steps 1, 2 or 3.
Step 5: HKFS Meeting
Schedule meeting with your client development specialist and/or financial planning consultant to discuss client opportunities.