CAEs: It’s Time to Start Planning Your Fall Events

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With summer coming to a close and Autumn quickly approaching, people are starting to settle in from vacations and get back to reality. Now’s the perfect time to re-engage your existing clients in a low-pressure and entertaining setting and start planning some fun Client Appreciation Events (CAEs).

Your clients are the reason for your success, so it’s important you show them and their loved ones how much their business means to you and your team, which also helps with retention, generating additional business, and referrals.

Take advantage of the Autumn weather and landscapes. Just because it’s chillier doesn’t mean you have to take it indoors just yet. There are so many unique ways to get outdoors with your clients for nice, high-end events:

  • Football Game
  • Tailgating Party
  • End-of-the-Season Baseball Game
  • Soccer Game
  • Riverfront/Oceanfront Cruise
  • Winery Tour
  • Food Festival
  • Music Festival
  • Pumpkin Patch Party
  • Park Day

Another great idea is to keep it regional! If you live on the coast and weather permits, do something that involves boating. If you live somewhere where music or food festivals are popular, partner with a local festival and rent a tent exclusively for your clients. That way, they can sit comfortably and enjoy the festival without the crazy crowds. If you live in a big city, try renting out a venue that just opened and is gaining in popularity, or grab a spot in a well-known historic venue or museum.

There are also more adventurous routes, like renting out a skeet shooting range. The point is to custom-tailor your event to your demographic and your part of the country. The best-attended events are usually those that either clients don’t always get to go to or that have huge draws in your area. That’s where your aim should be.

Clients love being a part of something like CAEs, and they encourage them to not only attend future events but also consider you when their family and friends are looking for a financial advisor.

And you don’t have to spend a lot of money and time on a great CAE. You can always rent a space in more of an intimate setting for a smaller group, or host a gathering in a free venue, like a park.

Your Marketing Manager at Impact can explore these ideas with you to determine what would be the best event for your practice, budget, and demographic. Contact your Marketing Manager to start planning your next CAE. Don’t let Autumn slip away without taking advantage of a great opportunity!

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Stephen Odom, CEO of The Impact Partnership


Chief Executive Officer

Stephen started in the insurance marketing business in 2001 as a new business consultant. In 2002 he was promoted to Director of Sales and built a 200 million book of business from scratch. By 2005, he was one of the top wholesalers in the country, working with some of the top financial advisors and insurance agents across the USA. In 2008, Stephen was promoted to Co-President of one of the largest IMOs in the country.

In 2011, Stephen continued his entrepreneurship path and co-founded The Impact Partnership, an INC 5000 company. Stephen is responsible for the strategic vision of Impact and is laser-focused on creating a culture of growth for both internal teammates and our amazing customers.

Stephen lives in Kennesaw, GA, with his wife of more than 20 years, Kendra. They are blessed with three beautiful children Katie, Tyler, Anna Brooke, and Laya, their German Shepherd and Luna, their BernieDoodle.