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Financial Planning > Tax Planning

Seven ways to use drip marketing

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  1. Mail birthday cards to existing clients; mail anniversary cards if you know that information.
  2. Send an e-mail blast regarding recent tax changes. In fact, it can benefit you greatly to do a lot of marketing toward tax season with many different types of direct mail flyers.
  3. Hold client appreciation parties with your clients and their friends throughout the year, which includes a seminar.
  4. During the summer months you can organize a golf tournament and give a short seminar before the event.
  5. It’s important to get your image branded (building brand name recognition). You want to make sure the image for your logo is something you feel the seniors can relate to.
  6. Host a monthly educational dinner two to three times per month for new prospects.
  7. The most important thing to remember is that you always need to be marketing.
    - Darian Andreson, president, Senior Tax Advisory Group, Inc.

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