Advisor Holiday Marketing Checklist

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Written by Samantha Russell

The holiday season is upon us, and that means that financial advisors should start thinking about their advisor holiday marketing strategy. The holidays can be a hectic time, with record sales numbers of up to 943 billion. It’s no wonder so many business and companies focus their marketing during the holiday season. It’s the time for giving and feeling merry, which extends from the personal to the business side of life.

In our case, financial advisors should be making use of the holiday season to market their advisory. But that is easier said than done unless you have the right checklist to guide your sleigh tonight. Make your list and check it twice, because this is FMG’s advisor holiday marketing checklist!

Advisor Holiday Marketing 5-Item Checklist

Below you’ll find a 5-item checklist that advisors can use to prepare for the holiday season, including holiday cards, client gifts, marketing automation, preparing for a new year, and taking a break. These will be some of the best advisor holiday marketing strategies advisors can find.

holiday ideas for advisors

1. Holiday Cards

Everyone loves a nice holiday card, whether it’s from a family member, a friend, or even your financial advisor. It’s a small gesture that lets people know that you’re thinking about them this holiday season. Best of all, they’re a very send-it-and-forget-it marketing strategy, Meaning once you’ve sent it, there’s nothing else to worry about. Your client gets their card and you get a happy client who knows you’re thinking about them.

Before you start sending out your cards, there’s the matter of how to write them. Remember, they’re a holiday card for your client, so you don’t want it to sound like a robot wrote it. When writing a holiday card for clients, take these ideas into account:

  • Keep the holiday message short but sweet
  • Try to keep it broad in terms of holiday wording, don’t outright say “Christmas”, “Hannukah”, or other holidays
  • Make it personal, this isn’t the time to sell, but to celebrate the holidays
  • If you can, let your clients know you’re involved in the community this season by making an honest effort
  • Finally, wish them  happy holidays and a happy new year

Whatever kind of holiday card you send, if it’s personal, your clients will appreciate it. If you need help finding holiday cards this season, be sure to check out our selection of cards here.

2. Client Gifts

It’s hard to believe that the holidays are right around the corner. It’s an exciting but busy time of year, and in addition to getting gifts for friends and family, it’s important to think about what you are going to get your clients.  Much like cards, gifts show your clients that you’re thinking about them. Even more so if it’s something you know they’re interested in, it’s like a double KO. The more personalized your gift is, the bigger the impact it will have on your client. While also highlighting that you know your audience and pay attention to the things they say and what they care about.

Now comes the hard part of deciding what type of gift to get your clients. Many believe that physical items such as gift baskets or a nice bottle of wine are the only way to go about it, but we would have to wholeheartedly disagree. We believe that gifts can come in all shapes, sizes, and types. From the classic gift basket to hosting a holiday party at a nice restaurant or even providing them with an unforgettable experience such as eating peanut butter and banana sandwiches with an Elvis impersonator.

gift types for advisor clients

In the end, what matters is the thought that is put into the gift. It’s easy to go on a website and order a generic gift for clients, but going that extra mile shows you care. For more great client gift ideas, check out our blog on 15 Client Gift Ideas for This Holiday Season.

3. Advisory Holiday Marketing Automation (Email and Social)

Sending out emails and posting to social media is one of the most effective and efficient ways to market, but it can be a hassle to manually send out emails and share social posts. Automating certain parts of your marketing strategy can increase engagement by creating a consistent posting schedule. People like patterns and habits, so having things go out at the same time on a schedule can lead to increased communication success. Try using automation to schedule social posts, weekly newsletter emails, and much more.

When it comes to the holidays, it’s nice for financial advisors to be able to automatically set their email and social so that they can enjoy the holidays with their families and friends. Of course, automation doesn’t work for everything. When it comes to things such as holiday party pictures or personal posts, those are best left to people, not machines. If you wish to learn more about how marketing automation can help your marketing become more effective and efficient, check out this link here.

4. Preparing for Next Year

Getting ready for the new year is always exciting because the new year always brings something new. One thing that should remain the same is that you’re prepared to market market your services/products.

First, when preparing for a new year, it’s important to understand any upcoming trends that could impact your business or the way you market. Financial advisors are aware that the markets are always changing and the way things are done is always shifting. This is why understanding trends is important and can help advisors get a jump start on the new year. If you know the upcoming trends you can be the first to take advantage of them and get ahead of the competition.

Additionally, financial advisors must be able to make use of best practices. Whether that’s for general marketing, social media, SEO, etc. Having a good grasp of the best ways to complete certain tasks is a surefire way to grow your business.

Here are some blogs that show off some of the best practices that financial advisors can take advantage of:

5. Take a Break and Enjoy the Holidays

At the end of the day, it’s the holiday season so just enjoy yourself. Even financial advisors need a break, so be sure to enjoy this lovely time of year with your family, friends, and everyone else who has high holiday spirits. It’s only the holiday season once a year so relax, grab some hot chocolate, and enjoy your time. We’ll be here for you when you get back.

Related: Six Financial Advisor Marketing Strategies to Grow Your Business