Simplified Marketing | Marketing Strategies for Financial Professionals

26. How to Prep Your Marketing for Tax Season

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This week, I’m wrapping up the year with tips to help tax professionals prepare their marketing for tax season.


 

Tax season can be overwhelming, and marketing often gets pushed to the back burner. But taking a break can lead to disengaged audiences and a tougher time rebuilding momentum later. This episode is all about how to stay consistent—even when you’re busy—by planning ahead.

 

 

In this episode, I chat about:

  • Why consistency in marketing matters during tax season
  • The ripple effect of pausing your marketing efforts
  • 4 practical steps to prepare your marketing now:
    • Batching your content
    • Repurposing high-performing materials
    • Automating processes to save time
    • Outsourcing tasks to stay focused on clients
    • How to scale back without disappearing completely

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      Resources:

      Metricool



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      Have a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!




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      Simplified Marketing | Marketing Strategies for Financial ProfessionalsBy Bianca Smith