The holiday season provides a wealth of marketing opportunities for advisors. Retailers and similar businesses will bombard 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 will 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 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
Many 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
At IAMS, we’re excited to support you in finishing this year strong and preparing for an amazing 2024. That’s why we’ve put together a complimentary Year-End Planning Sales Package just for you. The package includes a range of valuable tools:
- New Year Revitalization Guide: Discover effective ways to evaluate your year, craft a stellar marketing plan, and understand that success is more than just production numbers.
- Consumer-Facing Year-End Financial Planning Checklist: Uncover crucial details from your clients and prospects, helping you identify their unique planning needs.
- Policy Review Kit: Engage your clients and prospects with effective tools for policy reviews, a low-cost and effortless strategy that can be conducted virtually anywhere.
Get a head start in the new year by claiming your complimentary sales package now! Click below or call (800)255-5055 to request your kit today!
