Effective Marketing

Consistent marketing can be the difference between a marginal wealth management firm and a hugely successful one. Avantax Wealth ManagementSM offers affiliate CPA firms many free resources to help them market their firms.


Marketing Field Guide

The single most important variable that drives the financial success of your firm is the number of client appointments booked and conducted each week.

The Marketing Field Guide from Avantax Wealth Management is designed to help build a consistent stream of client appointments, and provides the framework for a solid marketing system. Focusing on a specific area of comprehensive financial planning each quarter, this three-step process provides affiliated CPA firms and financial advisors with a turn-key resource that can streamline the firm's marketing activities on a consistent basis.



Social Media Content

Avantax makes it easy for affiliated CPA firms and financial advisors to engage on approved social media by providing new shareable content to all advisors each week.

Digital Videos

Avantax has created a library of pre-approved, high-definition video content that affiliated CPA firms and financial advisors can use to make a strong impression on new and current clients through the power of video. The videos can be used on a lobby welcome screen, as part of a presentation or a client event and more. All the videos are free to use.

Customizable, Professional Templates

Looking for some extra polish for your upcoming client meeting? CPA firms and financial advisors have access to fully editable documents, PowerPoint templates and other items. The fonts, colors and sizing are all set — just add your content.

Client-Approved Resources

From client brochures and articles to beautifully designed desk pieces, Avantax Wealth Management has created many pre-approved pieces for firms to use with your clients. Firms have access to a library of client-approved marketing materials that utilize historical data, statistics, trends and imagery to help drive conversations with clients.


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. 

Interested in learning how Avantax can help you and your firm?

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