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Seminars and Socials

It’s a brand new year, and your marketing planning should be in full swing to help set you up for a successful 2017. 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 CAEs, the first and most important goal is 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 it 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. And Impact’s compliance team is available to assist with any questions you may have about gifting.

Ready to get started planning a successful 2017? Contact your marketing manager TODAY, (880) 380-5040.

Written on January 26, 2017 by:

Amber Deal

Amber Deal Amber is a senior marketing manager at Impact, assisting advisors in developing marketing plans that will grow their practice. Amber is a graduate of Kennesaw State University and is married with one adorable son.

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