Retirement Tax Services Podcast

Expert Digital Marketing and Taxes with Olivia Luper

Aug 7, 2023

29:32

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Episode notes

Introduction

2min

How to Be a Successful Tax Planner

5min

How to Incorporate Taxes in Your Marketing

5min

How to Reinforce Your Mentality When Talking About Tax Strategies

3min

How to Make Taxes Fun

3min

How to Personalize Your Tax Return Review

3min

What's the Win?

2min

How to Outsource Marketing to Your Advisors

3min

How to Be a Successful Tax Professional

3min

In this week's episode, Steven takes a break from technical tax talks to welcome digital marketing expert Olivia Luper to the show. Olivia shares how she helps Financial Advisors level up their marketing efforts, including why taxes can be such a powerful topic when it comes to helping prospective clients move away from pain. Steven and Olivia share specific examples of ways they have found success incorporating taxes into their marketing messages and give advice on how listeners can do the same in their practices.

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