Plan Creative Client Events in 2017

Bill McManus   |  Tue Jan 24 14:45:00 EST 2017


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.


2. Springtime
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.

Bill McManus

Bill McManus  

Director, Strategic Markets

Bill is part of the Strategic Markets Team for Hartford Funds. In his current position, Bill is responsible for engaging and educating both financial advisors and their clients about current and emerging opportunities in the financial-services marketplace. These opportunities range from tactical strategies in areas such as retirement-income planning, investment planning, and charitable planning, to anticipating and preparing for long-term demographic and lifestyle changes.

Bill joined the organization in 2003 as an advisor consultant responsible for marketing Hartford Funds in Virginia and West Virginia. Bill earned his Certified Investment Management Analyst (CIMA®) designation, is FINRA Series 7 and 63 registered, and holds his life and variable insurance licenses.

Bill has been widely quoted in consumer and trade publications such as US News and World Report and Wealth He has also appeared as a featured guest on Bloomberg Radio to discuss his views on retirement-related topics.

Originally from Smithville, New Jersey, Bill attended the University of Pennsylvania where he earned a bachelor’s degree in political science. He currently lives in Philadelphia, Pennsylvania.

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