Client Marketing Strategy Brochure

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Are you looking to grow your book of business or even just reengage with existing clients? With the right marketing strategy, you can attract and convert prospects and strengthen existing client relationships, turning them into regular sources of referrals. We’ve put toghether a list of greeting card ideas, promotional gift options and event suggestions for every month of the year. Our Marketing Department is happy to help bring one (or all) of these client contact opportunities to life for you each month for a nominal fee. Let’s grow your business from the inside out. january January is Get Organized and Financial Wellness Month. Send a New Year’s card, a personalized notebook for easy list-making or host a free shred event. Help your clients start the new year on the right path! february February is the month of love! Take the opportunity to make your clients feel appreciated with a card, personalized box of chocolates or host a small gathering and spread smiles.

march In March we celebrate St. Patty’s Day and also recognize Nutrition Month. Send a card, a personalized water bottle or take advantage of the monthly festivities by hosting a happy hour with your clients. april April showers bring May flowers! Send an Easter Card, Tax day reminder, personalized umbrella or host a seminar to honor Financial Literacy and Social Security Month. may A month to honor both Mothers and Military service men and women. Send a hand written note or plant to show your appreciation or celebrate National Wine day with your top clients at a local winery.

june SEMINAR In June we celebrate Fathers and the first day of Summer. Send a nice card or a practical power bank for those busy days away from home or host a food truck event to enjoy the warmer weather. july It’s officially summer! Send an Indepdence day greeting card, a personalized tote (think, Beach Season) or host an educational seminar in honor of Insurance Nerd Day. august Kids are gearing up for back-to-school. Use this as an opportunity to send well-wishes, a mug or host a Community Service initiative in honor of World Humanitarian Day.

september It’s fall! Send a seasonal greeting card, a pesonalized blanket for those chilly nights or host a Retirement Seminar in honor of 401k day. october The spookiest time of the year! Celebrate by sending a greeting card, a fall-scented candle with your logo on it, or by hosting a trunk-or-treat client-appreciation event at the office. november A month of thanks. Send a greeting card, a client-appreciation gift like a cutting board for those upcoming get togethers or host a friendsgiving of your own.

december December is the month of spreading joy! Send a holiday card, a calendar magnet in preparation for the following year or host a Food Drive or Soup Kitchen for your clients to take part in. The opportunities are truly endless. Whether the method of contact is sent digitally or through the mail, made in-person or virtually, we feel that keeping in touch with your clients on a monthly basis is just as important (if not more) than offering them financial advice. If this sounds like something you’d like to start implementing for your practice, Good Life Marketing team is here to help! Contact [email protected] for pricing and details.