Retirement Tax Services Podcast Tax Pain Can Be Your Gain with Samantha Russell
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Feb 3, 2025 Samantha Russell, Chief Evangelist of FMG Suite and a marketing guru for financial advisors, discusses how to effectively weave tax planning into marketing strategies. She shares insights on using tax-related content to engage clients and drive conversations. Samantha emphasizes authenticity and simple communication adjustments that can dramatically enhance advisor-client relationships. The duo also explores the growing importance of video content and the art of repeating successful marketing messages for better engagement.
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Target Client Pain Points
- Focus on client pain points, especially taxes, in marketing.
- People make decisions based on current pain, not distant retirement goals.
Withholding Adjustment Impact
- Stephen Jarvis shared how adjusting client withholdings, a simple task, led to immense client gratitude.
- This demonstrates addressing immediate tax concerns creates tangible value.
Communicate, Don't Specialize
- Advisors don't need to be tax experts, but acknowledge taxes in client conversations.
- Facilitate communication between clients and CPAs, simplifying complex jargon.