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:
1. Valentine’s Day
According to research from the MIT AgeLab, more than 40% of women over the age of 65 live alone. Does that ring true within your own firm? If it does, consider hosting a Valentine’s Day breakfast or luncheon for your clients who are single, divorced or widowed. It’s a good excuse to get this group together, to share with them relevant, topical information and resources, and to hand out chocolate and roses.
As we emerge from the bitter cold of the long winter months, consider holding an event with an outdoor theme. When picking a theme, consider your own circumstances as well as those of the clients you most want to reach. Should it be sports related? Try a golf outing or a March Madness event. Should it be more nature focused? Plan a tour of a local greenhouse or botanical garden, or host a gardening or flower arranging class. Should it be related to health and exercise? Participate in a local fun run together or coordinate a fitness class.
3. May 29
College savings is an important part of many people’s financial plans, yet we are rarely presented with opportunities to lead with this idea. Take advantage of May 29 (5/29) and plan an educational event on college savings for that representative date.
In light of changing and elevated expectations, the new standard for financial advisors has become to excite and delight clients and prospects. These themed events present a great opportunity to do just that. Think about what creative ideas you can come up with around spring training, graduation season, the first day of summer, the turning of the leaves, Halloween, or the holiday season. Use the calendar to get the ideas flowing—you’ll find that the possibilities abound.