Summer is often considered the slow season for financial professionals. Clients are out of office, families are focused on vacations, and major marketing events like tax season and Medicare AEP feel far off. But that lull in activity? It’s actually a golden opportunity.
When competitors go quiet, you can stand out. Off-holiday marketing – built around fun, lesser-known days or seasonal themes – lets you cut through the noise, stay visible, and start meaningful conversations without feeling pushy.
Think Outside the Calendar Block
Sure, the big holidays are easy marketing targets. But here are some “off-holidays” and seasonal ideas that can help you engage your audience in fresh ways:
- June 28 – Insurance Awareness Day
Ideal for launching a mid-year policy review campaign. - July 1 – Financial Freedom Day
Position yourself as the guide to help clients achieve it. - July 12 – Simplicity Day
Talk about how you simplify retirement or investment strategies. - August 14 – National Financial Awareness Day
A slam dunk for email campaigns, webinars, or blog content. - August 21 – Senior Citizens Day
A thoughtful touchpoint for clients and prospects nearing retirement.
Or go lighthearted with ideas like World Emoji Day (July 17) or Kiss and Make Up Day (August 25) – the latter could be a clever nudge for clients who’ve ghosted you or stalled on making decisions.
Strategic Use of Downtime
Not every marketing move has to be public-facing. Use summer to:
- Build evergreen content for fall campaigns.
- Clean up your CRM and re-engage stale leads.
- Record quick videos or host casual webinars.
- Launch a “Midyear Checkup” campaign to assess clients’ financial health.
This season may be slower, but it doesn’t have to be stagnant. Off-holiday marketing gives you creative freedom to connect without the pressure of peak-season noise. And when the fall rush returns? You’ll already be miles ahead.
Need Help Heating Things Up?
We built a tool just for that. Our 2025 IAMS Summer Slump Marketing Kit is packed with creative ideas, resources, and tools to help you overcome the downturn in summertime business and prep for a strong year-end. The kit includes:
- 25 Sales Ideas for 2025
- Off-Holiday Marketing Strategies
- Surviving the Summer Slump guide
- Grassroots Marketing Tactics
- Giveaway and raffle ideas and content
