Summer Seminars: They are successful!

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Summer’s right around the corner, and to make sure your practice doesn’t see the “dog days of summer,” let’s keep you busy with seminars! Before you schedule your summer seminars, your Impact team has determined some key dates to keep in mind while preparing for a successful seminar series.

Below are some dates to be aware of and historical data on seminar topics that pull well during the summer months. For a more detailed overview, don’t forget to download the Summer Seminar Guide at the end of the post.

Recommended dates to set you up for success:
July – Weeks of July 10, 17, and 24. Mail for the week of July 17 could hit the week of the Fourth of July. Consider doing your seminar July 20 and 25.

August – Weeks of August 7, 14, and 21. The week of August 28 is right before Labor Day, so a lot of people may be on vacation, leading to low RSVP numbers.

September – Weeks of September 11, 18, and 25. The week of September 4 is Labor Day, so consider doing a split week of September 7 and September 12 to account for vacationers coming back home in the middle of the week. The mail for the week of September 11 is also a week to look closely at due to mail hitting around the Labor Day travel period.

Monday, September 4: Labor Day – Avoid Thursday, August 31 and the week of September 4­–September 8 to account for those taking their final summer vacation.

*Keep an eye out for your back-to-school dates in your area.*

What mailers are successful during the summer months?
Our team pulled data from 2016 and found that Maximizing Social Security and Required Minimum Distributions pulled well last year. We did over 100 mailings last summer and our average RR was 0.5%.

Mail Dates to avoid:
August 23 – Targets seminars held the week of September 12 (will hit over Labor Day)

Convinced you should add a summer seminar to your marketing plan?
Set up a call with your Marketing Manager to learn the best ways to:

Set up your venue for the most effective layout (screens, table set up, name tags, etc.) and which materials to hand out (branded folder, bio/company services, credibility pieces, etc.).

PS – Once you book that first appointment, get your prospects to come in on those hot days by assuring them that your A/C is running and your office is nice and cool!

Download your Summer Seminar Guide here!

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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.