Client Acquisition

Expand your business through targeted marketing.

Avantax Wealth ManagementSM has developed targeted marketing campaigns that allow firms to develop deeper relationships with existing tax or estate planning clients or attract entirely new tax and wealth management clients. These efficient programs are designed to maximize the effectiveness of a firm’s marketing resources, elevate the firm’s brand awareness in targeted areas and increase client awareness of services offered.


Target Market Development

Many of a CPA firm’s best clients may not be aware of the breadth of services available to them. Those clients with the optimal amount of assets and right attitudes to adopt wealth management services can be identified and targeted. The Target Market Development program is a client acquisition strategy and integrated marketing campaign aimed at identifying the affiliate CPA firm’s most valuable tax or estate planning clients and effectively converting them into wealth management clients. This program is a fit for any firm that feels it has untapped potential clients within its tax or estate planning practices will also benefit.

The program includes:

Market research — Avantax leverages state-of-the-art market research resources to profile the geodemographic characteristics of the firm’s tax and wealth management clients. These attributes are compiled into a market research report that helps the firm better understand its client base and define its ideal client profile.

Integrated marketing campaign — Once the market research report is delivered, Avantax works directly with the firm to identify the best clients to direct an integrated five-touch marketing campaign comprising of digital, direct mail and call campaign touch points.


The Marketing team creates tools and systems that enable advisors to build a successful wealth management practice. They also work to inform and engage employees and continuously promote the Avantax Wealth ManagementSM brand both internally and externally through marketing tools, campaigns and educational events. 

When you partner with Avantax Wealth Management we help you