Each year, financial advisors face the challenge of finding unique ways to engage with their clients. It can be tough to think up new ideas, but the good news is, you don’t have to reinvent the wheel. If you’re looking to hold creative client and prospecting events, let the calendar work for you. Each season, each month, we are presented with numerous opportunities around which to plan original, memorable events for clients and prospects.
Here are just a few examples of how calendar dates can help you leave a lasting impression: