Are You Investing in the Most Wonderful Time of the Year?

Reading Time: 2 minutes

Although the holidays are two months away, it’s time to start planning your big year-end event. These events are crucial for maintaining loyalty with existing clients and building relationships with prospects and referrals.

If you’re not sure where to start in the planning process, or you’re halfway there and have some final touches to decide on, Impact marketing managers are here to help! Consider us your “holiday heroes,” and follow the steps below to start off on the right foot.

Step 1: Find a venue.
If you haven’t secured a venue, make that today’s priority, since they fill up months in advance for the holidays.

Keep your clients in mind when researching locations. Make sure that wherever you choose has ample parking, isn’t under construction, has wheelchair access, etc. 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 in inclement weather.

Step 2: Choose a theme and the entertainment.
Whether you want to go all out or keep it simple, there are plenty of options to thrill clients and guests.

Instead of the usual run-of-the-mill holiday party, consider choosing a theme for your event, like casino night or winter wonderland. Theme parties usually have better engagement and attendance, and since they’re different and exciting, guests are more likely to rave about it to their friends and family long after the event is over.

Some advisors hire bands, magicians, musicians, even Elvis impersonators for their holiday parties. All of these options are sure to impress your guests and secure your place as the topic of conversation.

But don’t feel like you have to have a theme or a big blowout event — your clients will appreciate whatever you decide to do. Talk to your marketing manager about what type of event best fits your practice and clientele.

Step 3: Send out invitations.
The holidays are a busy time, and you want to make sure your guests are available to attend your event.

Send out a save the date six weeks in advance via email, then send a formal invitation 3–4 weeks out from the event.

Step 4: Thank your guests.
Be sure to thank your clients for attending your event.

Considering giving your guests a tangible takeaway from the evening. This can be anything from a nice branded item, such as a wine glass, cutting board, polo shirt, or jacket, to a commemorative photo taken at the event by a professional photographer against a backdrop that fits the party’s theme.

Want to be a little more traditional? You can never go wrong with a handwritten note, which shows your clients that you care enough to take the time to personalize your show of appreciation.

Your Impact “holiday heroes” are standing by to make sure you’re the talk of the town this season. Give them a call and start planning now — the holidays will be here before you know it.

Note: Always check your state statutes for gifting limits.

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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.