Five Holiday Marketing Tips

October 28, 2014

by Megan Elliott

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Your holiday marketing strategy should involve more than just greeting cards.

The holidays are fast approaching. If you haven’t already thought about how you’re going to market to your clients, prospects, and centers-of-influence (COIs) over the coming months, now is the time to do so. The holiday season is an ideal time to reach out and remind people what you do in a more personal, less sales-focused way than you might at other times of the year.

Why holiday marketing?

Unlike retail businesses, financial advisors do not depend on holiday sales to shore up their bottom line. For that reason, seasonal marketing may not seem urgent, but you should not ignore the power of holiday marketing. Your clients and prospects expect to hear from you at this time of year. If they receive a holiday greeting from their attorney, accountant, and even their mailperson, but nothing from their financial advisor, they’ll notice – and the impression won’t be good.

The holiday season is a time to check in with people and say hello. Greeting cards, gifts, parties, emails, and other seasonal marketing help to keep you and your firm top of mind. Because many people start thinking about their finances in detail after the holidays, these efforts can pay dividends in the form of referrals and new clients after January 1.

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