How to Get Retirement Tax Planning Leads, Appointments, and Clients

Traditional tax planning lead generation strategies like referrals, seminars, and cold calling are slow, unpredictable, and nearly impossible to scale.

But with the right system, you can consistently generate qualified retirement tax planning leads, appointments, and clients — without chasing prospects.

In this article, I’ll show you the exact strategies we use at Skyline Social to help financial advisors build scalable lead generation systems that actually work.

See the results for yourself.

Let’s get started.

Like what you hear in the video? Click here to apply to work with us.

🚀 1. Run Meta Ads

When it comes to scalable lead generation for financial advisors, Meta Ads (Facebook + Instagram) are still the most effective way for financial advisors to attract retirement tax planning leads.

Here’s why:

• Massive audience → Millions of retirees and pre-retirees are active on Facebook and Instagram every day.
• AI-powered targeting → Meta’s algorithm is extremely good at putting your ads in front of the exact people most likely to respond.
• Scalable results → Whether you want 10 leads per month or 100, Meta Ads can grow with you.

But here’s the catch…

Meta is just a tool.

And like any tool, it’s only as effective as the strategy behind it. If your messaging is weak, or your funnel isn’t set up correctly, you’ll waste money — no matter how advanced the algorithm is.

That’s why the next step is so important: crafting the right messaging that attracts high-net-worth retirees and motivates them to take action.

Here’s an example of a financial advisor client we helped generate retirement tax planning leads with Meta ads:

Need help doing this? This is exactly what we help financial advisors do. Our retirement tax planning campaigns are one of our best performing digital marketing campaigns. Click here to watch a video that explains how it works.

Note: We’ve also had a lot of success with annuity campaigns and Roth conversion campaigns.

📝 2. Craft the Right Message

When it comes to running ads, messaging is everything. In fact, we’ve found that messaging alone can account for up to 80% of your results.

If your message doesn’t connect, it doesn’t matter how much you spend on ads — they simply won’t work.

So, what does “the right messaging” look like for retirement tax planning?

Focus on a Big Pain Point

Your ideal clients are worried about losing hundreds of thousands of dollars in retirement taxes. That’s the problem you need to spotlight in your ads and funnels.

Instead of vague promises like “we’ll help you save money,” show specifics:

• “We help retirees save $100K–$850K in retirement taxes.”

The bigger and more specific the problem you solve, the more attention you’ll grab from high-net-worth retirees.

Show Alternative Solutions

Most prospects assume they can rely on:

• Their CPA or accountant
• Another financial advisor (who doesn’t specialize in tax planning)
• Or DIY research online

Your job is to explain why these solutions often fall short. For example: CPAs are great at filing taxes, but not always at planning ahead to reduce taxes in retirement.

Explain Why Your Approach Is Better

Once you’ve shown the alternatives, make it clear why your system works better. This builds trust and makes prospects feel confident about booking a call with you.

When you combine a big problem, flawed alternatives, and your unique solution, you create a message that naturally converts strangers into qualified leads.

🎯 3. Pre-Qualify Leads

Even with the right messaging, not every prospect will be a good fit. Some may be curious but don’t have the assets, age, or situation that make sense for retirement tax planning.

That’s where pre-qualifying comes in.

By adding a few smart filters to your funnel, you can:

• Save time by avoiding unqualified calls
• Improve lead quality (only speaking with people you can actually help)
• Train Meta’s algorithm to show your ads to more of the right people

How to Pre-Qualify Leads

The simplest way is through an opt-in form connected to your ad funnel. Along with their name and email, ask:

• Do you have $250,000+ in investable assets?
• What’s your age range? (Too young = not ready, too old = sometimes limited options)

If someone selects “no,” you can politely disqualify them before they ever hit your calendar.

Why This Improves Your Ads

Once enough people go through your form, the Facebook pixel learns who is a qualified lead versus who isn’t. Over time, Meta automatically optimizes to show your ads to more people just like your best leads — lowering both cost per lead and cost per appointment.

This is one of the easiest ways to stop wasting money on unqualified clicks and make sure your funnel is attracting real retirement tax planning prospects.

🎥 4. Use a Video Sales Letter (VSL)

Even if someone fills out your form, that doesn’t mean they’re ready to book a call. At this stage, most advisors make the mistake of chasing leads — which wastes time and lowers the quality of conversations.

Instead, use a Video Sales Letter (VSL) to build trust and flip the script.

What Is a VSL?

A VSL is a short, educational video (usually 3–7 minutes) that:

• Explains the big tax problem retirees face
• Walks through the alternative solutions (and their flaws)
• Shows why your approach is better and different
• Ends with a simple CTA: “Click below to schedule your retirement tax strategy call.”

Why a VSL Works

The VSL acts as an automated “mini-seminar” that educates and pre-sells your value. By the time a prospect books a call, they already understand:

• The problem (retirement tax traps)
• The opportunity (potential savings of $100K–$850K)
• Why they should talk to you over their CPA or another advisor

This means you spend less time convincing… and more time enrolling qualified clients.

From VSL to Fully Automated Funnel

The VSL isn’t just a video — it’s the bridge that connects a curious click into a booked appointment.

Here’s how it fits into the bigger picture:

1. Prospect clicks your ad
2. Fills out the opt-in form (with pre-qualifying questions)
3. Watches your Video Sales Letter
4. Completes a short application form
5. Schedules a call directly on your calendar

Together, these steps create what we call an Automated Appointment Funnel — a predictable system that brings in new retirement tax planning leads and appointments every week, without manual chasing.

Want to see exactly how this works? 

You can watch my free masterclass or book a quick call to go through it step by step.

📱 5. Test TikTok Ads (Low Competition)

A lot of financial advisors assume TikTok is “just for young people.” But the reality is, you can target age 55+ only, which means your ads will only be shown to retirees and pre-retirees.

Here’s why TikTok ads can work well for retirement tax planning leads:

• Less competition → Most businesses advertise on Facebook and Google, which makes TikTok cheaper.
  Lower cost per lead → Because fewer advisors are using it, you can often get appointments for less than Meta Ads.
• Same funnel structure → Just like Facebook, your leads click the ad, fill out your opt-in form, watch your VSL, and book a call.

The only limitation? TikTok’s audience size is smaller. If you’re spending more than $500/day, you could saturate your targeting faster compared to Meta.

That’s why we usually recommend testing both TikTok and Meta for 30 days. Whichever one delivers the best leads at the lowest cost — double down on that.

👉 Want help setting up TikTok or Meta Ads for retirement tax planning leads? 

Watch my free masterclass to see how the system works, or schedule a call with Skyline Social and we’ll walk you through it step by step.

🎬 6. Record YouTube Videos

If you want a steady stream of retirement tax planning leads without paying for ads, YouTube is the best long-term strategy.

Here’s why YouTube works so well:

• High-net-worth retirees use YouTube more than any other social platform — it’s where they search for answers.
• Free traffic and leads — your videos get matched by YouTube’s algorithm to people searching for retirement tax solutions.
• Evergreen growth — one video can generate leads and appointments for months (sometimes years) after you upload it.

The trade-off? 

YouTube takes time to build momentum. It may take 3–6 months before your channel consistently drives leads. But once it does, it becomes one of the most powerful compounding assets you can own.

💡 Pro Tip: YouTube videos can also make your paid ads perform better. When someone sees your ad after already watching your content, they’re more likely to trust you — and book a call.

👉 If you’d like to see how to use YouTube alongside paid ads for maximum results, check out my free masterclass — or schedule a call with Skyline Social and we’ll show you exactly how to put it into action.

✉️ 7. Add Automated Follow-Up Emails

Even with the best ads and funnel, most leads won’t convert right away. That’s normal.

This is where consistent, automated follow-up makes all the difference.

Here’s how to do it:

• Email nurture sequences → send helpful tips, guides, and educational content.
• Repurpose your YouTube videos → share them in emails so prospects keep seeing your face and expertise.
• Case studies & testimonials → even if anonymous, these help prospects visualize the results you can deliver.

The goal isn’t to “hard sell.” It’s to stay top of mind so when the timing is right, they think of you first.

💡 Pro Tip: We’ve found that emailing once or twice per week strikes the best balance. It’s enough to build trust without overwhelming your audience.

👉 Want to see the exact follow-up systems we set up for financial advisors? Watch my free masterclass, or book a call with Skyline Social and we’ll show you how to automate it for your business.

📊 Cost & ROI: How Much Does Retirement Tax Planning Lead Generation Cost?

One of the first questions advisors ask is: “How much will this cost me?”

The reality is, costs vary depending on your market, ad spend, and how dialed-in your messaging is. But here’s a simple way to think about it:

Running ads is like fueling a car. The more fuel (ad spend) you put in, the farther and faster you can go. But if the car (your funnel) isn’t built properly, all the fuel in the world won’t get you anywhere.

Here are some common benchmarks we’ve seen for financial advisors running retirement tax planning campaigns:

• Cost per lead: $20–$50
• Cost per appointment: $200–$500
• Typical conversion: 25% from sales calls to clients

When you compare this to traditional methods like seminars, dinners, or direct mail — which often cost thousands to run and deliver inconsistent results — digital funnels are almost always more predictable and scalable.

💡 Pro Tip: The real metric to watch isn’t cost per lead, it’s cost per client acquired. If you’re spending $500 to book a call that turns into a client worth $5,000+ in lifetime value, that’s a return on investment most advisors would take all day.

👉 If you’d like to see how to calculate your exact ROI for retirement tax planning leads, watch my free masterclass — or book a call with Skyline Social and we’ll walk through the numbers for your specific business.

🔄 Putting It All Together: The Retirement Tax Planning Funnel

By now, you can see how each piece of the system works together:

1. Meta or TikTok Ads bring in traffic at scale
2. Opt-in forms with pre-qualifying questions filter for the right people
3. A Video Sales Letter (VSL) educates and builds trust
4. Automated follow-up nurtures leads until they’re ready to book
5. The end result → 10–30+ qualified retirement tax planning appointments every month

This is the exact framework we use at Skyline Social to help financial advisors consistently attract high-quality retirement tax planning leads and clients — without seminars, referrals, or cold calling.

💡 Pro Tip: Don’t try to reinvent the wheel. The advisors who succeed the fastest are the ones who follow a proven system instead of piecing random tactics together.

👉 Want to see how this funnel can work for your business? Watch my free masterclass to learn the full strategy — or schedule a call with Skyline Social and we’ll show you how to set it up step by step.

✅ Final Thoughts & Next Steps

Outdated strategies like referrals, seminars, and cold calling are no longer enough to consistently attract qualified retirement tax planning clients.

The advisors getting best results with retirement tax planning leads are using scalable, automated systems that combine:

• Meta or TikTok ads
• Pre-qualification filters
• A trust-building Video Sales Letter
• Automated follow-up that converts over time

This is exactly what we set up at Skyline Social for financial advisors who want to generate 10–30+ qualified retirement tax planning appointments per month — without chasing prospects or wasting time on outdated methods.

💡 Pro Tip: Don’t try to piece this together alone. A proven system saves you money, speeds up results, and ensures your funnel keeps working month after month.

Ready to see how this works for your business?

👉 Watch my free masterclass to get the full strategy step by step.

or

👉 Schedule a call with Skyline Social and let’s set up the system for you so you can start generating qualified retirement tax planning leads right away.

❓ Frequently Asked Questions