Marketing Social Security Income Services in Your Practice (Currently Unavailable)

Author: Frank Horath

This course provides tax and financial professionals with marketing and practice management tools to help them both bring more value to existing clients, and attract new clients, while educating and guiding them through this very important financial planning decision process.

Participants will learn the tools and marketing strategies to reach out to affiliates and Centers of influence, how to prepare and present effective seminar PowerPoint presentations, and what comprises effective Social Security mail and online campaigns. Finally, information on how to conduct the client meeting and how to uncover both content and demographic niche markets in your community will be discussed.

Tax professionals and financial planners are uniquely positioned to guide their clients to make a well informed Social Security income election decision. As they venture into this topic area, they will need to determine what level of Social Security income planning service they will provide for their clients, or they may opt to outsource certain aspects of these services. The various professionals that provide Social Security income planning services and the scope of those services will also be discussed. If they choose to provide these services in-house, they will want to utilize effective means of marketing and providing the requisite client deliverables.

Publication Date: June 2016

Designed For
Tax and Financial Professionals who want to better steward their clients and prospects with the Social Security income planning process. Tax and Financial Professionals who want to expand their practice into Social Security income planning.

Topics Covered

• The types of financial service professionals (and their acronyms!) that are providing Social Security income service and their scopes of offerings
• Considerations for adding Social Security planning to your practice
• How to frame and offer these services to existing clients
• About client profiling - the interview, data collection, and needs assessment
• Marketing techniques to reach affiliate partners, Centers of Influence, and organizations in your community
• Key elements and attributes of an effective Social Security PowerPoint presentation
• Practice niches, both content and demographic, within Social Security income planning services
• Resources, further education

Learning Objectives

• Differentiate between the types of professionals that provide Social Security income planning advice
• Evaluate whether to add Social Security income planning services to your practice or outsource them
• Recognize the types and depths of services to consider providing to clients
• Describe to clients key elements of Social Security income planning and their significance
• Recognize critical client profile components of Social Security income planning and complete the client intake process
• Identify valuable affiliate marketing partners and understand their roles with respect to Social Security income planning and the client
• Illustrate various techniques for marketing Social Security income planning services
• Identify different types of Social Security income planning PowerPoint public presentations
• Differentiate between the various content and demographic niches for marketing Social Security income planning advice

Level
Advanced

Instructional Method
Self-Study

NASBA Field of Study
Marketing (2 hours)

Program Prerequisites
This is an advanced level course and it is suggested that registrants have a basic familiarity with Social Security rules and claiming strategies and wish to develop a broader perspective on Social Security income marketing and practice management services. The course is for professionals who are considering adding this service to their practice or already offer the service and wish to increase the Social Security client base within their practice.

Advance Preparation
None