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Love is in the air…

Client Appreciation Marketing | January 4, 2018

Using the holidays as an excuse to gather with your clients and build referrals is a genius idea — but why stop at Christmas and Fourth of July? Start working on your Valentine’s Day event now!

The new year is here! This is the perfect time to not only build your 2018 calendar (which, hopefully, you’ve already done), but also start planning, and executing, 2018 Q1 events, e.g., Valentine’s Day.

Talk with your Marketing Manager on some ideas on this.

Here are some common objections:

  • We’re too busy with end-of-year events to plan Q1 events
  • Valentine’s Day is for couples
  • Couples won’t be interested in spending Valentine’s Day with their financial advisor

To which I would respond:

  • No matter what you’re planning, you MUST plan ahead – especially Q1 to capitalize on your marketing budget and keep your momentum
  • True, but it’s a great reason to encourage a couple to bring friends
  • Don’t plan the event on Valentine’s Day

This event doesn’t have to be filled with red balloons and hearts – the purpose is to have a reason to, yet again, show appreciation to your clients and get to know their friends.

You could even make the event high-end by:

  • Hold it at a venue people would love to visit like Lambeau Field or the Grand Ole Opry
  • Make it a night to remember with some amazing music: DJ or live band
  • Give your clients something to take home like a branded wooden box wine kit
  • As always, work with your Marketing Manager to create invitations that continue to set you apart

You won’t have to beg your clients to attend an event like this. I guarantee your clients will want to attend next year’s event, if done correctly.

When you go all-out for your clients, they’ll do likewise for you.

Unfortunately, an extravagant even isn’t always feasible. If your budget or schedule doesn’t allow for this, still continue the communication and appreciation to your clients through a few different ideas:

  • Send the client a branded gift or have them drop into the office to pick it up
  • Send an email blast, acknowledging your clients on the holiday
  • Hold a nice event at your office

Work with your Marketing Manager at Impact – the ideas are endless, but execution is key.

Written on January 4, 2018 by:

Alexandra House

Alexandra House Alex House is the director of marketing at Impact, supervising the marketing management team. She helps our team create and implement new marketing programs for our advisors such as new direct mail pieces, client appreciation events, 3rd party credibility, and more. In addition, Alex is on the phone with advisors every day, helping them plan their marketing strategy for the year and implementing different programs. Alex recently got married and grew up on the Outer Banks of North Carolina.

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