Want a Crystal Ball for Your Marketing?

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Wouldn’t it be nice if you could deliver your marketing at exactly the right moment for each of your clients? And no, we’re not just talking about segmented marketing (although you can read up on that here). We’re talking fly-on-the-wall, know-what-your-clients-need-before-they-ask type marketing. The ultra-personal type that anticipates their needs and gets you rave reviews and more referrals.

The good news is you don’t need a magic-8 ball, crystal ball, or a palm to read. Your best asset just so happens to be knowing your client’s date of birth. Here’s how your clients’ birthdays trigger marketing moments that matter.

Counting candles

Sending a happy birthday message to your clients is undoubtedly a great personal touch (bonus points if it’s a fancy 3-D card). But strengthening client relationships and capitalizing on marketing moments goes beyond what you can buy in a Hallmark store. There are 15 age-related triggers that create unique wealth management risks and opportunities for your clients. Knowing what they are, and when your client and their family members will encounter them, will make you the advisor who has personalized service in the bag.