preparing financial marketing for tax season

Preparing financial marketing for tax season

Accounting firms and financial advisors have been part of our client base for decades. During that time, we have come to understand that our financial clients have little time to consider marketing during tax season. To keep your business development plan moving forward in this busy time, be sure you are preparing financial marketing for tax season. Let’s review some factors that can keep your sales and marketing active when you must focus your attention elsewhere.

The value of preparing financial marketing for tax season 

The key value of a tax season marketing plan is to maintain the brand awareness and stream of prospects you’ve built over the other part of the year. Financial firms face more competition than ever and cannot afford to lose ground to competitors. If you establish a plan before tax season hits, you can keep the marketing momentum you’ve built. Here is what you need to have in place for a tax season marketing plan. 

Have support

Your staff will likely need help implementing your tax season marketing strategy. At Conach, we assist our financial clients in creating, as well as managing and implementing a year-round strategy. This support includes preparing financial marketing for tax season. Our clients know that letting your marketing lag during tax season can give the competition an advantage and cost you revenue during the rest of the year.

Have designated staff

When preparing financial marketing for tax season, you will need an in-house team to monitor activity and respond to leads. By assigning staff to certain areas, these tasks can be handled without becoming burdensome. Additionally, it is an effective way to let new staff members gain fresh experience.

Have a plan

Once you have a team, the final task in preparing financial marketing for tax season is developing the plan. First, review the elements from your yearlong campaign that can continue during tax season with minimal effort. Tactics such as pre-scheduled social media posts, e-blasts, advertising, or digital marketing can run during tax season to maintain contact with customers and interest potential clients.



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 marketingfinancial marketing, and industrial marketing. Even though we are in Mid-Michigan, we work with clients across the country. For more information, visit or contact us or call 989.401.3202.

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