Savvy Tax Planning is an excellent way to grow your business. Several comprehensive and insightful marketing resources are available to members of Savvy Tax Planning.
Become a member today
Organize the marketing and delivery of your Savvy Tax Planning presentations with this 60+ page toolkit. This downloadable PDF guide is filled with best practices, timelines, and preparation checklists to help you pack a room, deliver successful presentations, and follow up with attendees to turn prospects into clients.
Customizable Postcards, Posters, and Social Media Ads
Add your photo, logo, and contact information to a FINRA-reviewed postcard or poster for marketing purposes. There are postcards and posters for every major presentation we offer. Download PDFs for free and take them to your local printer.
Use the social media ads to promote your workshop on Facebook or LinkedIn.