
8. Adopt a charity
Your agency could announce a matching gift for money raised for a chosen nonprofit. You pick the cause. They publicize it. You do, too. Clients and the general public give money, while you keep track and agree to match up to a certain amount. Your firm might have a foundation that could support your effort, providing some of the money.You and the charity alert the press when the goal has been reached.
Afterward, write each donor to thank them for their contribution.
(Credit: Krakenimages.com/Adobe Stock)

1. Send holiday cards to your clients
Maybe you even send them to former clients. Correspondence might have migrated online since the 1990s, but people still send Christmas cards. When the average person goes to their mailbox, they likely find bills and ads. Bills they keep. Ads they toss out. A holiday card has staying power. It might go on the refrigerator or a table.The more personalized, the better. Hand address them. Use a holiday stamp. Sign the inside.
(Credit: Pixel-Shot/Adobe Stock)

2. Set up a toy collection for a charity
You have seen these before in your town. Do some online research. Get in touch. Learn the procedures. How do you turn the toys over to the organization? Should they be wrapped or unwrapped?This will likely bring people into your office to drop off the toys, and you will likely get some free newspaper or local web forum publicity, too.
(Credit: Jerome Quek/Adobe Stock)

3. Hold an open house at your office
This could be on a Friday or Saturday close to Christmas. It’s a great idea if people are out shopping. You can offer hot chocolate, hot apple cider and other holiday refreshments. You might have a business card drawing for a gift item.When going from warm stores into cold weather, some clients might suddenly need a bathroom. You have one of those, too.
(Credit: Pilipphoto/Adobe Stock)

4. Join with a food pantry for donations
This is another worthy cause and should get you free publicity as a drop-off location. There will be requirements. Items would need to be nonperishable.(Credit: vejaa/Adobe Stock)
Advertisement

5. Sponsor a local tree lighting
These events draw a lot of people. They see your sign. They get a positive feeling about your firm. You’re thanked at the start of the festivities. You get free publicity.(Credit: Oggia/Adobe Stock)

6. Decorate your agency’s storefront
This makes sense if you are on a street with plenty of pedestrian traffic. Recall from your childhood how big department stores decorated their street-level windows. People would line up to see them! Someone likely compiles a list of the top ten business holiday decorations. It’s another way to get publicity or let passers-by know you are there.(Credit: Maria Sbytova/Adobe Stock)

7. Buy tickets for clients to attend a holiday program
It seems Dickens’ “A Christmas Carole” and “The Nutcracker” are performed every December. Where is this happening? At the high school? What do tickets cost?Buy a block of tickets and give them to clients so they can take their children. Perhaps you hand them out after annual reviews or appointments. Word will likely spread from client to client.
(Credit: deagreez/Adobe Stock)

8. Adopt a charity
Your agency could announce a matching gift for money raised for a chosen nonprofit. You pick the cause. They publicize it. You do, too. Clients and the general public give money, while you keep track and agree to match up to a certain amount. Your firm might have a foundation that could support your effort, providing some of the money.You and the charity alert the press when the goal has been reached.
Afterward, write each donor to thank them for their contribution.
(Credit: Krakenimages.com/Adobe Stock)

1. Send holiday cards to your clients
Maybe you even send them to former clients. Correspondence might have migrated online since the 1990s, but people still send Christmas cards. When the average person goes to their mailbox, they likely find bills and ads. Bills they keep. Ads they toss out. A holiday card has staying power. It might go on the refrigerator or a table.The more personalized, the better. Hand address them. Use a holiday stamp. Sign the inside.
(Credit: Pixel-Shot/Adobe Stock)

2. Set up a toy collection for a charity
You have seen these before in your town. Do some online research. Get in touch. Learn the procedures. How do you turn the toys over to the organization? Should they be wrapped or unwrapped?This will likely bring people into your office to drop off the toys, and you will likely get some free newspaper or local web forum publicity, too.
(Credit: Jerome Quek/Adobe Stock)

3. Hold an open house at your office
This could be on a Friday or Saturday close to Christmas. It’s a great idea if people are out shopping. You can offer hot chocolate, hot apple cider and other holiday refreshments. You might have a business card drawing for a gift item.When going from warm stores into cold weather, some clients might suddenly need a bathroom. You have one of those, too.
(Credit: Pilipphoto/Adobe Stock)

4. Join with a food pantry for donations
This is another worthy cause and should get you free publicity as a drop-off location. There will be requirements. Items would need to be nonperishable.(Credit: vejaa/Adobe Stock)
Advertisement

5. Sponsor a local tree lighting
These events draw a lot of people. They see your sign. They get a positive feeling about your firm. You’re thanked at the start of the festivities. You get free publicity.(Credit: Oggia/Adobe Stock)

6. Decorate your agency’s storefront
This makes sense if you are on a street with plenty of pedestrian traffic. Recall from your childhood how big department stores decorated their street-level windows. People would line up to see them! Someone likely compiles a list of the top ten business holiday decorations. It’s another way to get publicity or let passers-by know you are there.(Credit: Maria Sbytova/Adobe Stock)

7. Buy tickets for clients to attend a holiday program
It seems Dickens’ “A Christmas Carole” and “The Nutcracker” are performed every December. Where is this happening? At the high school? What do tickets cost?Buy a block of tickets and give them to clients so they can take their children. Perhaps you hand them out after annual reviews or appointments. Word will likely spread from client to client.
(Credit: deagreez/Adobe Stock)

8. Adopt a charity
Your agency could announce a matching gift for money raised for a chosen nonprofit. You pick the cause. They publicize it. You do, too. Clients and the general public give money, while you keep track and agree to match up to a certain amount. Your firm might have a foundation that could support your effort, providing some of the money.You and the charity alert the press when the goal has been reached.
Afterward, write each donor to thank them for their contribution.
(Credit: Krakenimages.com/Adobe Stock)
(Credit: Maria Sbytova/Adobe Stock)
Are you a Scrooge? Probably not.
You don't say "Bah, humbug" to people in the street. That would get you noticed, but for the wrong reasons.
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Your office might be at ground level on Main Street. It might be on an upper floor in an office building. What can you do to raise your visibility in a positive way?
Why bother?
Oops, your inner Scrooge is showing!
This is an ideal time for clients to bring along their friends, who, in insurance-speak, are called "prospects." It's also an opportunity to meet a client's family members. These people are called "heirs" and "beneficiaries."
You can meet total strangers and find a way to gather contact information.
Visibility equals credibility.
If Scrooge saw a potential business opportunity, he would approve.
For eight ways your business can become a central part of the holiday celebrations, see the slideshow above.
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Bryce Sanders
Bryce Sanders, president of Perceptive Business Solutions Inc., has provided training for the financial services industry on high-net-worth client acquisition since 2001. He trains financial professionals on how to identify prospects within the wealthiest 2%-5% of their market, where to meet and socialize with them, how to talk with wealthy people and develop personal relationships, and how to transform wealthy friends into clients. Bryce spent 14 years with a major financial services firm as a successful financial advisor, two years as a district sales manager and four years as a home office manager. He developed personal relationships within the HNW community through his past involvement as a Trustee of the James A. Michener Art Museum, Board of Associates for the Bucks County Chapter of the Fox Chase Cancer Center, Board of Trustees for Stevens Institute of Technology and as a church lector. Bryce has been published in American City Business Journals, Barrons, InsuranceNewsNet, BenefitsPro, The Register, MDRT Round the Table, MDRT Blog, accountingweb.com, Advisorpedia and Horsesmouth.com. In Canada, his articles have appeared in Wealth Professional. He is the author of the book “Captivating the Wealthy Investor.”