financial marketing break

Don’t take a financial marketing break during tax season

Anyone that works with the financial industry understands that tax season can be all-consuming for tax professionals. However, taking a financial marketing break for 4-6 months can be detrimental to your firm’s success. The following are tips to help keep your marketing active during tax season:

Formulate a plan

First of all, develop a plan that you can implement during what would normally be tax season break. The plan needs to include the marketing and advertising channels you can keep going. Those channels would be those that you can create material before the season starts. This inventory of material could include blogs, e-bulletins, and social media. Many of these channels let you pre-schedule blog articles, posts to social media platforms, and e-blasts to keep them active while you’re busy preparing taxes.

Establish a team

Unfortunately, even with advanced scheduling, keeping your campaigns going isn’t completely hands-off. Campaigns will still need to be supervised to assure they are running as planned. Make management easier by spreading out the responsibility to an established team. While senior staff may be too busy to assist, it could be a valuable learning experience for junior staff. When you want to avoid the financial marketing break, you need a team to oversee the active campaigns.

Outsource if needed to avoid a financial marketing break

While you can use in-house staff to manage the campaigns, it might be more efficient to outsource the work to experienced professionals. Generally, these suppliers would be marketing firms, advertising agencies, or online sources that work specifically with financial firms. The advantages to hiring an outsourced firm is that they know the channels, can create material, and then implement, and manage the campaigns. Additionally, these suppliers can become valued partners helping you year-long, as well as what used to be your financial marketing break.


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 forming closer, personal relationships.

About Conach

When he was 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 focusing on business to business marketing, Conach specializes in financial marketingfinancial marketing, and industrial marketing. Even though we are in Mid-Michigan, Conach provides marketing services to clients across the country.

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