The holiday season provides a wealth of marketing opportunities for advisors. Retailers and similar businesses will be bombarding consumers with holiday deals, sales, and offers. The overabundance of aggressive messaging can leave people suffering from a serious case of ad fatigue.
Your holiday marketing campaign should be about showing appreciation, rather than sealing a deal. By setting aside the sales pitches in favor of softer and more subtle interactions, you will stand a better chance of engaging with new prospects and fostering existing relationships.
Holiday Dinner Giveaway
Giveaways are extremely popular during the holidays, especially when the offer involves food. They’re also great for lead generation and prospecting. A contest that offers a free ham, dessert, or even a full dinner is going to attract a lot of attention. For you, it could mean a fresh list of prospects added to your pipeline. Partner with one or more local businesses that are willing to set out a stack of registration cards for customers. Give your contest some extra juice with a sponsored social media post that takes consumers to an online registration form.
Client Appreciation
Where would you be today without those long-time and loyal clients? The holidays are a good time to show them your appreciation. This can be as simple as sending clients a handwritten card in the mail. For high-end clients, you might go the extra mile with a gift certificate to a local grocer, baker, or winery.
Get Into the Holiday Spirit
Obviously, people are in the spirit of giving during this time of year. It’s common to see businesses foster this goodwill by hosting food and charity drives. While these are more effective with businesses that receive higher amounts of foot traffic, every little bit helps. If you operate out of an easily accessible office, place a container for canned food donations in your lobby. Use different advertising mediums (flyers, social media, e-newsletters, bulk emails, etc.) to get the message out to people who would otherwise have no reason to walk through the door. As people come in to drop off their donations, hand out small “swag bags” that include branded pens, notepads, etc. Of course, you’ll want to include a business card and consumer-facing materials. Not only is this good for brand awareness, but it’s also a great way to give back to your community.
A Special Thank You From IAMS
This package includes the following:
New Year Revitalization Guide
- Learn how to properly evaluate your year, how to create an effective marketing plan, why production isn’t the only indicator for success and more.
Consumer-Facing Year-End Financial Planning Checklist
- Capture a wealth of revealing details from your prospects and clients to identify their planning needs.
Policy Review Kit
- Effective tools to engage concerned clients and prospects – policy reviews are typically low-cost, low-effort, and can be conducted virtually anywhere.
Click below or call (800)255-5055 to request your kit today!
