“How can I reduce my marketing costs and still bring in new prospects?”
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During my tenure at Asset Marketing Systems, this is perhaps the question I’ve heard most often. AMS has always been the leader in providing top-notch seminar content, training and mentoring. Now, we are leading the way again with the one of the most innovative, cost- effective marketing tools I’ve seen: the SoundTax Network.
When you add tax advisory services to your practice, you’re adding a service that virtually everyone needs- tax preparation. There’s a group of customers that may never respond to a mail piece, attend a seminar, or even respond to a referral. These prospects, however, will need tax work done, and the SoundTax Network gives you the key to reaching this untapped customer base.
Many producers have been looking for a system that affords them the freedom to work on their business, instead of in their business. This has been a concern as long as I’ve been with Asset Marketing, because it’s a daunting task to develop a true exit strategy for your business when the most valuable commodity the business has to offer is you. In most cases, you met the client, reassured them, got to know them, and built a financial plan for their family. That relationship is hard to replace, and the clients on that list have little purchase value to another advisor. A tax advisory business, however, has value that can be sold to another tax business.
Other producers have asked about possible liability. The SoundTax network assumes all the liability of the tax work for you. You own the business, but the CPA network does the tax returns and stands behind their work. What’s more, don’t you already take tax planning into account when you build the proper financial plan for your client? Don’t annuity applications ask questions about your clients’ tax bracket? Why not see the tax return as early as possible? The Network actually limits your liability as you build your advisory.
Like any marketing system that delivers results, the SoundTax Network requires producers to fully understand its components to implement it successfully. You’ll need to put in the appropriate time, train your staff, and gradually build your advisory while you continue your current marketing activities. If you think the SoundTax Network is for you, it might be a good time to talk to us.