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Calendar Year
January	February	March
Quarterly Newsletter	In-Office Client Seminar – How the New Presidential Administration Affects You	Quarterly Review Webcast – 2nd Quarter Economic Forecast
April	May	June
Quarterly Newsletter Semi-Annual Client Appreciation Event	In-Office Client Seminar – Planning for your Parent’s & Children’s Future  Client Appreciation Event Thank You Cards	Mid-Year Review Webcast – 3rd Quarter Economic Forecast
July	August	September
Quarterly Newsletter	In-Office Client Seminar – Small Business Succession Planning Strategies	Quarterly Review Webcast – 4th Quarter Economic Forecast
October	November	December
Quarterly Newsletter Semi-Annual Client Appreciation Event	In-Office Client Seminar – End of Year Tax Planning Strategies Client Appreciation Event Thank You Cards	Year End Review Holiday Cards Webcast – 1st Quarter Economic Forecast

If you follow this sample calendar, you will touch all of your clients 15 times in a one year period and your A-list clients an additional six times for a total of 21 contacts. If you include birthday cards, anniversary cards, and special event cards for your A-list clients, you easily reach your goal of 24 touches per year. That equates to 3,360 client contacts per year. Who knew it could be that easy? 

The key to implementing this plan is to have effective systems in place. A Customer Relationship Management (CRM) system is a must to track each touch and to alert you to birthdays, anniversaries, special events and financial reviews as they approach. It’s also imperative that you standardize your client events and communications. There will be some up front work to streamline your newsletter, webcasts, client seminars and client appreciation events, but once you have a system, the events will run like clockwork.

Make “engaging your clients” one of your next priorities. Your efforts will pay off in client loyalty, client referrals, and incremental business.

 

Kristen Luke is the Principal of Wealth Management Marketing, a firm dedicated to providing marketing advice and support for financial advisors.   Kristen works with independent advisors to develop effective marketing plans and provides the back office support required to implement the strategies.  For more information, visit www.WealthManagementMarketing.net.    

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