Hosting the Perfect Holiday Party

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Believe it or not, the holidays are quickly approaching! Are you planning on having a soirée for your clients? Not sure what you need to do to have a great party and close out a great year? Don’t fret. We are here to help.

Step 1: Finding a Venue

Venues book up quickly for holiday parties, so start looking for the perfect spot today. Keep in mind the commute that your clients will have to make to get to your party. Find a place that’s centrally located between your office and where the majority of your clients live. You don’t want them to have to drive very far, especially if road conditions in your area can be treacherous with inclement weather.

Step 2: The Guest List

The holidays are a time to be with friends and family, and, in this case, your clients. Think about the people that have helped you have a great year, and show your gratitude by inviting them to your holiday party and treating them to a night out on the town.* Some advisors allow their clients to bring friends (potential referrals) with them to the party as well. This, of course, is up to you. Having a few potential leads in the pipeline for the new year isn’t a bad thing.

Step 3: Choosing a Theme

Do you want to go all out for your event? Consider having a theme, such as a casino night or a Winter Wonderland. Don’t feel like you have to have a theme or a big blowout event; your clients will appreciate whatever you decide to do. Don’t forget that your marketing manager and Impact’s talented creative team can help you decide on the perfect format for your event and create an impressive invitation.

Step 4: Sending out Invitations

The holidays are a busy time, and your clients will likely have other events and commitments on their calendar. Consider sending out a save the date six weeks in advance, and send a formal invitation 3–4 weeks out from the event.

Step 5: After the Party

Be sure to thank your clients for attending your event. A nice handwritten note goes a long way and will keep you top-of-mind to your clients. The follow-up is even more critical if you have potential clients at your event. Make sure to send them a thank you note too. They took time out of their schedules to come meet you, so show them your appreciation with a quick note to let them know you look forward to speaking with them soon.

*Please remember to check your state statutes to understand your gifting limit for each client.
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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.