Most Popular ArticlesNovember 17, 2009
Reach out to clients
Your clients are the lifeblood of your business. Show them you appreciate their business by doing something nice for them. Whether you send Thanksgiving cards, holiday cards, gifts or flower arrangements, your clients will appreciate the sentiment. Consider hosting a fun holiday appreciation event like a Holiday Lights Limo or Bus Tour where you are chauffeured around town admiring light displays and drinking seasonal libations. Encourage your clients to bring friends and your field trip may turn into referral business.
Network
Networking is an important part of any marketing strategy because it helps you expand your social and professional circles. The more people you meet, the more opportunities for business. This time of year provides a variety of unique networking opportunities. Associations, charities, and businesses commonly host holiday parties and fundraising events. Take advantage of these opportunities to meet new people by attending as many events as you can manage for the remainder of the year. More importantly, find a way to connect with people after the event, whether that is by phone, email, LinkedIn, Facebook or Twitter. While the introduction to a new contact is important, maintaining the relationship will be even more critical to success.
Develop a client survey
Client surveys are valuable tools to analyze satisfaction levels, evaluate service offerings and identify potential referral sources. It makes sense to survey clients at the end of the year or at the beginning of the coming year. Either way, now is the time to develop your survey. You can easily create your own email survey with a tool like SurveyMonkey.com or you can hire a firm like Advisor Impact to help you. You will want to encourage participation by offering to donate money to a charity for each survey returned or by conducting a drawing for a prize among those clients who complete the survey. Just remember to distribute your survey in the first week of December or after the first week in January to garner the most response.
Make the most of these last two months of the year by planning for 2010 and finding fun and creative ways to market to your clients, network within the community and nurture existing relationships. Doing so will set the stage for a prosperous new year.
Kristen Luke is the Principal of Wealth Management Marketing, a firm dedicated to providing marketing strategies 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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