New Year's Campaigns to Keep You Top of...
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New Year's Campaigns to Keep You Top of Mind New Year's Campaigns to Keep You Top of Mind Kick-Start the New Year with a Key Data effort and a mini 'drip' campaign that keeps you front & center with clients, prospects & COIs for all of 2013. with Wendi Webb Director, Advisor/Client Solutions January 2013 for all of 2013.
Transcript of New Year's Campaigns to Keep You Top of...
New Year's Campaigns to Keep You Top of MindNew Year's Campaigns to Keep You Top of Mind
Kick-Start the New Year with
a Key Data effort and a mini
'drip' campaign that keeps
you front & center with
clients, prospects & COIs
for all of 2013.
with Wendi WebbDirector, Advisor/Client Solutions
January 2013
for all of 2013.
Campaigns for All Your Marketing GoalsCampaigns for All Your Marketing Goals
Client Reprints
Features• 40+ reprints
• Targeted to clients,
prospects & COIs
• Free PDFs
• Brand with picture & logo
• FINRA-reviewed
Topics • Retirement income
• Taxes
• Financial crisis
• Caregiving
• College planning
• Boomers• FINRA-reviewed
• Expert written
How to use• Post on web site
• Email PDFs
• Combine in a drip series
• Mail hard copies
• Boomers
Other Advisor/Client Resources
A/C Website• Client reprint library
• Library of campaigns
• 2013 campaign & webinar
schedule
Horsesmouth • Marketing ideas
• Practice management ideas
• Business development
ideas
• Client service best practices
A/C Newsletter• AC announcements
• Bonus marketing
ideas & info
Financial Dates & ObservancesJan 1. Medicare Part D becomes effective
Jan 1. Medicare Advantage Plans
Disenrollment period opens
Jan 1. FAFSA opens
Jan 15. 4Q 2012 Estimated taxes due
January ObservancesSpecial ObservancesBook Blitz Month
Celebration of Life Month
Clean Up Your Computer Month
Get Organized Month
Polka Music Month
Skating Month
Thank You Month
Hobby Month
Jan. 1. Mummer's Parade
Commonly Observed HolidaysJan 1. New Year’s Day
Jan 21. Martin Luther King Day
(markets closed)
Cause ObservancesBirth Defects Prevention Month
Child-Centered Divorce Awareness Month
Family Fit Lifestyle Month
Financial Wellness Month
Glaucoma Awareness Month
International Wealth Mentality Month
Poverty in America Awareness Month
Jan 8. War on Poverty Day
Jan 10. Cut Your Energy Costs Day
Communication theme:
Financial Fitness: Budgeting & Goal Setting
Jan 15. 4Q 2012 Estimated taxes due
Jan 31. All W-2s, 1099s (except 1099-B) due
Business & IndustryNew Year’s Resolutions for Business Month
Jan 12. Pharmacists Day
Jan 20-26. Nurse Anesthetists Week
Jan 27- Feb 2. Catholic Schools Week
Jan 28- Feb 2. Medical Group Practice Week
Jan. 1. Mummer's Parade
Jan. 1. Rose Bowl Game
Jan 1-4. New Year’s Resolution Week
Jan 4. Trivia Day
Jan 7. I'm Not Going to Take It Anymore Day
Jan 7. College Football BCS Championship
Jan 17. Ben Franklin’s Birthday
Jan 21. Inauguration Day
Jan 21. Hugging Day
Jan 23. Pie Day
Jan 24. Compliment Day
Jan 31. Appreciate Your Social Security Check Day
Jan 10. Cut Your Energy Costs Day
Financial Dates & ObservancesFeb 14. Medicare Advantage Plans
Disenrollment closes
February ObservancesSpecial ObservancesBake for Family Fun Month
Time Management Month
Plant Seeds of Greatness Month
Responsible Pet Owners Month
Spunky Old Broads Month
Weddings Month
Feb 1. Working Naked Day
Feb 2. Groundhog Day
Feb 3. Super Bowl XLVII
Feb 4. USO Day
Cause ObservancesAmerican Heart Month
American History Month
African-American History Month
Wise Health Care Consumer Month
Youth Leadership Month
Feb 1. Freedom Day
Feb 1. Wear Red Day
Feb 1-7. Women’s Heart Week
Feb 8. Boy Scout Anniversary Day
Feb 11. Shut-in Visitation Day
Commonly Observed HolidaysFeb 10. Chinese New Year
Feb 13. Ash Wednesday
Feb 14. Valentines Day
Feb 18. President's Day (markets
closed)
Feb 18. Family Day (CA)
Feb 24. Purim
Communication theme:
Financial Organization
Disenrollment closes
Feb 15. 1099-B, 1099-S, 1099-MISC
forms due
Feb 15. File W-4 forms
Business & IndustryFeb 11. Pro-Sports Wives Day
Feb 12. NAACP Day
Feb 16-23. Entrepreneurship Week
Feb 16-23. Future Farmers of America
Week
Feb 17-23. Engineers Week
Feb 25-Mar 2. America Saves Week
Feb 4. USO Day
Feb 7. Send a Card to a Friend Day
Feb 8. Laugh & Get Rich Day
Feb 11-12. Westminster Dog Show
Feb 12. Mardi Gras/Fat Tuesday
Feb 23. Iwo Jima Day
Feb 24. Daytona 500
Feb 24. Academy Awards Day
Feb 11. Shut-in Visitation Day
Feb 14. Women’s Heart Day
Feb 14. National Donor Day
Feb 15. Susan B. Anthony Day
Feb 16. Kyoto Protocol Day
Feb 25-Mar 3. Peace Corps Week
Advisor Marketing Calendar
Advisor Intelligence
You
Client
Prospect
Communicating With Clients
Source: Multi-Financial Securities Corp., 2011
Communicating With Clients
Source: Multi-Financial Securities Corp.,2011
Today’s Campaign(s)
• Audience: Clients, prospects, COIs, referral targets
• Deliverable:
– Key Data Card (hard copy & PDF)
– Cover letter(s)
Key Data Card Campaign Parameters
– Cover letter(s)
• Execution:
– Personalize & download
– Mail hard copies
– Email PDFsPreliminary version. New version available as
soon as official tax brackets released.
2013 Key Data Card (front)
Preliminary version. New
version available as soon as
official tax brackets released.
2013 Key Data Card (back)
Key Data Cover Letters
Clients Prospects COIs
Delivering the Key Data Card
• Hard copy through the mail
• PDFs through email
• Handouts through the year• Handouts through the year
• Marketing kits
Download schedule from
Key Data Campaign Toolkit
Monthly Touch Communication Campaign
Monthly Touch Campaign Parameters
• Audience: Clients, prospects, COIs, referral targets
• Deliverable:
– Monthly Client Reprints (12)
• Execution: • Execution:
– Personalize & download Client Reprint
– Create "advisor intro" for the month
– Submit for compliance approval
– Prepare distribution list
– Email Client Reprint with "advisor intro"
Monthly Touch Suggested Client Reprints
Monthly Touch 'Advisor Intros'
Delivering the Monthly Touch
• Client Reprint once a month
• Post on website
• Leave hard copies in waiting • Leave hard copies in waiting
room
• Include in marketing kitsFind schedule in Monthly
Touch Toolkit
Key Planning Deadlines Postcard Campaign
(Monthly Touches+)
2013 Key Deadlines Postcards
Winter Spring
Summer Fall
2013 Key Deadlines Campaign Parameters
Financial Themes of 2013
Jan: Financial Fitness: Budget & Goal Setting
Feb: Financial Organization
Mar: Taxes
• Audience: Clients, prospects, COIs, referral targets
• Deliverable:
– 4 Quarterly Postcards
– 12 Client ReprintsMar: Taxes
Apr: Retirement Planning
May: Insurance
Jun: Family
Jul: Disaster Planning
Aug: College Planning
Sep: Investment Planning
Oct: Financial Planning
Nov: Estate Planning
Dec: Charitable Planning
– 4 Client Reminders
• Execution:
– Personalize & download
– Mail hard copies
– Email PDFs
Quarterly Client Reminders
Winter Spring
Quarterly Client Reminders
SummerFall
Delivering the Key Deadlines Postcards
• Postcard & Client Reminder
once a quarter
• Client Reprint once a month
Post both on website
Complete schedule in Key
Deadlines Toolkit
• Post both on website
• Leave hard copies in waiting
room
• Include in marketing kits
• Send clients birthday cards
• Send firm anniversary cards
• Send out periodic Linkedin updates
• Send COIs memos on important
More Communication Tips
• Send COIs memos on important
developments
• Send links to credible 3rd party articles
• Set Google alerts on best clients, prospects
& COIs
Campaign(s) Wrap-Up
2013 Key Data Card 2013 Monthly Touches 2013 Key Deadlines Postcards
OR
Key Data Card 12 Client Reprints 4 quarterly postcards12 Client Reprints
OR
2013 Advisor/Client Schedule
2013 Advisor/Client Schedule
2013 Advisor/Client Schedule
