Looking for strong leads to grow your financial planning practice? Try scouring your tax clients.It may seem obvious, but internal marketing within your tax base is the best way to beef up your wealth management clientele, and is often a welcome service offering that can lead to referrals.
“You market to tax clients, once you get them as a wealth management client then you just service the heck out of them,” said George Jackson, a CPA and independent financial advisor affiliated with Raymond James Financial Services in Heathrow, Fla. “You want to provide a very high level of service, take very good care of them and I think that’s the best marketing. I think people overlook that and look for the new client.”
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