Capitalizing on the Seasons Change and New Marketing Ideas

With Thanksgiving right around the corner, now is the perfect time to thank your clients for their business and loyalty. Without them, you would not experience business growth or success. With a simple card, small gift, or a nice email, you can let your clients know that you not only remember them, but appreciate them as well.

A Gesture Of Thanks

Do something meaningful to show your clients that you care about them. Your clients will have a more pleasant experience if you take the time to say “thank you” verbally or through a genuine gesture. To keep clients loyal to you, make them feel valued in one of the following ways:

  1. Old Fashioned Phone Call – This is a simple and cost free way to wish your clients a Happy Thanksgiving.
  2. Gift Your Clients – A Starbucks gift card or pumpkin scented candle is the perfect token of appreciation for the fall.
  3. Baked Goods – Consider sending your clients a homemade pumpkin pie or pumpkin bread.  For your top clients, a ham or turkey may be the perfect way to show appreciation.

Tip of  the Month:

Here are a couple of online pie companies that will ship all over the United States:

Thank them for their business in person– offer a referral promo for the week of Thanksgiving. Thank anyone who comes into your office with discounted services, or a free consultation.

Are you currently hosting client events? How many? A proactive financial professional should consider hosting no less than four of these events each year. Most advisors begin with a more educational style in their events, then eventually move toward more social events once they better understand and become comfortable with the social interests of their clients.

Make your event not only compelling, but easy to attend. Consider issues like parking and transportation ahead of time. Consider how an attendee will arrive—should someone greet them? What do they need to know about the event? How can you make them feel welcome and at ease from the moment they walk through the door?

Successful events are the result of careful thought and pre-planning—they require a great deal of organization. If you don’t feel that you can launch and manage an event like those listed above, find yourself an event planner. Post an advertisement in your local paper or at for an “event planner” or “meeting organizer” and you’ll surely find some local professional willing to head up your project and get it accomplished for you. Some client event ideas which they could help you implement and host this fall include:

  • Apple picking
  • Pumpkin patch with grandchildren
  • Skeet shooting
  • Wine tastings
  • Cooking classes
  • The bottom line is: the better your events are, the better attended they will be. In addition, your clients will not only remember them, but want to bring guests with them.