Broker Check

5 Tips to Engage Prospects During Tax Season

February 27, 2024

Everyone wants to increase the engagement they receive on social media. They want clients and prospects to see their posts and interact with them, whether it’s through comments, reactions, or sharing. What matters is that they are engaging with your social media and creating conversations around your business. For advisors, there’s one season out of the year that creates a buzz and is the perfect time to boost engagement: tax season.

Why Tax Season is Great for Engagement

Tax season is a hectic time for people because they want to ensure their taxes are done right. But one thing you might not know is that taxes are among the most in-demand services for advisors. In fact, according to Edelman Financial Engines, around 21% of unadvised people are interested in receiving tax guidance, and it is the number one most sought-after service for the wealthy. In this case, taxes become quite a popular discussion topic when the season comes around.

Now, this leads us to why advisors should use taxes as a talking point to increase engagement on their social media. Once tax season is upon us, advisors should be talking about taxes and using them to their advantage. Talking about your tax expertise is just the beginning, here are 5 tips that advisors should use to engage prospects during tax season.

5 Tips to Engage Prospects During Tax Season

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