Summer Networking: 3 HOT Ideas for Success

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This month, we have been discussing various ways to keep busy during the summer, which tends to have a bit of a slow-down in advisor’s practices. Below is a list of ways to network and get your brand in front of people that may not be familiar with it. Some of these ideas may seem “unconventional,” but they say that “life begins at the end of your comfort zone.” Get uncomfortable and unconventional and see what it does for your practice.

  1. Sponsor community events.

The summertime is full of local races (5K, boat races, etc.) and other community events. Why not sponsor these events in your community and get your branding out there? Sponsorships can vary in dollar amounts and can get your brand/company name on the back of a t-shirt or on a banner, depending on the event.

Since most races have swag bags for each participant, you can use these events as opportunities to put company brochures or other branded items in the bags. If you go the route of a branded item, get with your marketing manager to think of items with a “shelf life,” like a lens cleaning cloths or webcam covers. For additional ideas, you can also check out this blog post on 5 Unique Promotional Products Your Clients Will Remember.

  1. Rent a booth at local festivals.

Summertime is festival season, so take advantage of it by renting a booth or table at a popular festival in your area. Similar to sponsoring a community event, this is a great branding play and an opportunity for you to get out and meet people in the community.

For this event, branding is key; make sure you have a banner, tablecloth, branded giveaways, and a stack of business cards to pass out. I also recommend wearing a branded polo shirt at the event as well. If you have office staff that can assist with this event, get them branded apparel as well so that everyone looks like a unified team. You only have one chance to make a first impression!

  1. Target dream clients at boat, RV, home improvement, and garden shows.

Looking to get in front of high net-worth individuals but don’t want to do a dinner seminar? Think outside the box and rent a booth at a local boat, RV, or home and garden show. Typically, attendees of these shows have disposable income and are in a higher tax bracket — your dream client, right?

Need an idea on how to draw these show attendees to your booth? Be creative and offer something of value. Set up a putting green at your booth and give away a round of golf at a nice, local golf course. If golf isn’t up your alley, have an interactive game at your booth where the prizes can vary from a book giveaway to a free portfolio review or consultation.

But remember! Before giving anything away, check your state’s Department of Insurance, FINRA, or SEC gifting guidelines, or talk to your compliance team for more information.

Ready to get your brand out into the community? Call your marketing manager today to brainstorm ideas on how to make this the most successful summer yet.

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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.