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Posted in Inside Impact | Posted by Impact Partnership

Seminars and Socials

Posted on January 26, 2017

It’s a brand new year, and your marketing planning should be in full swing to help set you up for a successful year. A lot of advisors ask what types of marketing activities yield the best results for practices. Hands down, it’s seminars and social events — so, book your events now!


Seminars are the best way to get in front of a large group of prospects in an efficient manner. With a number of turnkey seminars at your disposal, setting up a seminar with Impact is easy! We’ll assist with everything from setting up your reservation line to ordering your mail list. Are you new to our seminar program? We’ll set up a call with you, your marketing manager, and our in-house direct mail experts to answer all of your questions and get you acquainted with the process. Ordering a seminar requires a 5-week lead time — call your marketing manager today to start booking your spring seminars.


Everyone loves a good time. Hosting a Client Appreciation Event (CAE) is a great way to treat your clients and show them your appreciation for their business and friendship. A social event provides an informal, fun environment for existing clients to bring their friends and family to meet you and your team — the people responsible for helping to create a more secure retirement.

As with all events, the first and most important goal of a CAE should be to demonstrate sincere gratitude for the friendship and trust shared between you, your practice, and your clients. While generating referrals is a big aspect of client appreciation events, it is important to remember that referrals should be a byproduct of treating your clients right.

Consider holding 3–4 client events throughout the year to continue to build strong relationships with your clients and assist in building a consistent referral program.

Need some ideas on events or are unsure about your state’s gifting guidelines? Impact’s marketing team has built out a library of ideas that are sure to fit any audience and budget.