You Don’t Need New Clients. You Need to Activate the Right Ones.
The easiest way to grow your firm right now isn’t by spending on ads or chasing new leads — it’s by re-engaging the clients you already have.
Specifically, the ones nearing retirement.
These clients are entering the most tax-sensitive phase of their financial lives. And if you’re only doing their returns, you’re missing out on thousands in potential revenue per client and leaving them vulnerable to avoidable tax mistakes.
That’s where the Retire Smarter Playbook comes in — a fully automated campaign designed to help you turn 55–70-year-old clients into loyal, year-round advisory relationships with zero extra effort.
Step 1: Identify the Opportunity Inside Your Own Database
Every firm has this segment hiding in plain sight.
Your CRM (or client list) already holds the key indicators — birth years, IRAs, Social Security income, 401(k) rollovers, Schedule B dividends.
You can manually filter this data, or if you’re on CountingWorks PRO, MAX automatically tags these clients for you.
MAX uses smart segmentation to find clients who match:
- Ages 55 to 70
- Retirement or investment income reported
- Mentions of “401(k), IRA, pension, or RMD” in past filings
- Married filing jointly (higher planning opportunity)
That’s your high-value target list — no ads, no cold leads, just warm relationships waiting to be activated.
Step 2: Package the Offer
Clients don’t buy “advisory.” They buy outcomes.
Here’s how to turn complex services into clear, sellable packages that feel approachable and valuable:
These can be positioned as standalone engagements, bundled into advisory tiers, or introduced as a low-barrier way to start quarterly planning.
Step 3: Launch the Campaign
Now comes the fun part — letting automation do the heavy lifting.
If you’re a CountingWorks PRO firm, the Retire Smarter Playbook is plug-and-play:
- MAX identifies eligible clients automatically.
- It sends three pre-written, branded emails.
- Your blog and newsletter update with retirement tax strategy content.
- Engagement letters and proposals are created on demand.
- Follow-up reminders trigger automatically after 7 days.
You can even personalize the tone and voice (educational, human, or concierge-style) — all without writing a word yourself.
Sample Campaign Flow
Week 1 – Awareness
Email: “Are You Paying More Tax in Retirement Than You Should?”
CTA: Schedule a Retirement Tax Readiness Review
Week 2 – Education
Newsletter or blog auto-publishes: “The 3-Year Window to Optimize Your Social Security and Taxes.”
CTA: Learn more
Week 3 – Proof + Conversion
Email: “How One Simple Roth Conversion Saved $4,000 a Year.”
CTA: Book a personalized Retirement Tax Review
Week 4 – Reminder
MAX automatically triggers a short follow-up or text:
“We’re wrapping up our Retirement Tax Reviews this month. Want to reserve your spot?”
You stay top-of-mind. MAX handles the delivery. Clients take action.
Step 4: Deliver and Delight
Once a client books a session, your intake form (prebuilt in ClientHub) collects details like:
- Planned retirement age
- Social Security eligibility dates
- IRA and 401(k) balances
- Charitable interests
- Desired annual income
MAX automatically generates a one-page summary of tax opportunities you can review live or send post-meeting.
You can record a quick voice overview, drop it into the client portal, and mark the task complete — all tracked inside CountingWorks PRO.
What used to take hours now takes minutes — and it feels incredibly high-touch for the client.
Step 5: Renew Automatically
The magic of advisory is retention.
Each “Retirement Tax Readiness Review” turns into a yearly touchpoint, a quarterly planning cadence, and a new revenue stream that compounds over time.
MAX’s renewal workflow auto-generates next year’s proposal, updates the content, and even sends a “How much tax did you save?” recap message to remind clients of the value they’re getting.
It’s recurring revenue on autopilot.
Why This Works
✅ Zero marketing cost: You’re reactivating your existing client base.
✅ Instant credibility: You’re already their trusted advisor.
✅ High perceived value: “Retirement tax strategy” feels elite, not commoditized.
✅ Emotional connection: Clients care deeply about their legacy, not line items.
✅ Automation advantage: You set it up once — MAX runs it every year.
The Big Takeaway
You don’t need a new product. You need a new conversation.
And right now, no conversation is more valuable than “Are you set up to retire tax-smart?”
Firms using CountingWorks PRO can turn this into a done-for-you revenue playbook with literally no manual lift — automated marketing, proposals, intake, and follow-up.
Because when you let automation handle the busywork, you can focus on what you do best:
being the human guide who helps clients retire smarter.
Ready to Activate Your Retire Smarter Campaign?
CountingWorks PRO firms can turn this playbook on inside MAX in minutes — and start converting existing clients into advisory revenue before tax season even begins.
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