Use Tax Refunds to Get New Business

by Boyd Johnson on May 4, 2011

Many clients delay estate planning because they lack liquid funds to pay for it. Yet, right now, millions of Americans are receiving their tax refunds. There is a marketing opportunity  here for the savvy estate planning attorney.

Consider this:

  • 78% of Americans expect a tax refund.
  • The average tax refund is over $3,000 (much more than the average cost of a new estate plan).

Call a marketing meeting this afternoon and figure out a way to reach new clients to create new estate plans and old clients to update their estate plans. They have cash. Convince them to spend it on your services.

{ 1 comment… read it below or add one }

Steven J Fromm October 30, 2011 at 12:25 pm

This is a terrific idea. Come next tax season this will be a definite strategy.


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