The end of the year is one of the best times for financial advisors to reconnect with clients, but it’s also one of the busiest.
The good news? A memorable holiday client event doesn’t need months of planning, a huge budget, or an elaborate venue.
A pie pickup, holiday open house, coffee gathering, or giving back event can give clients a meaningful reason to reconnect with you before the year ends.
The key is keeping the event itself simple and having a plan for everything around it.
Want to see how to put one together? Join us November 3rd at 2 PM ET for A Slice of Something More: Client Events That Connect.
Simple Client Events Can Still Make an Impact
The goal of a client event doesn’t have to be putting on the biggest holiday party of the year.
It’s about creating another opportunity to connect.
That might mean inviting clients to stop by for a pie before Thanksgiving. Hosting coffee and cocoa at the office. Collecting toys or food for a local organization. Or opening your doors for a casual holiday drop-in.
These events give clients a reason to see you, engage with your team, and strengthen the relationship outside of their regular financial conversations.
Holiday Client Event Ideas You Still Have Time to Pull Off
If you want to do something before the end of the year, keep it approachable.
A few ideas include:
Holiday Pie Pickup
Invite clients to RSVP for a pie, stop by the office, grab a drink or snack, and spend a few minutes with your team.
Holiday Open House
Create a casual drop-in with light refreshments and a small client gift.
Give Back Event
Organize a toy, food, or coat drive and invite clients to participate. You can organize it around an end-of-year giving tax-break conversation.
Coffee or Cocoa Gathering
Host a simple morning or afternoon get-together at your office or a local spot.
Looking for more inspiration? Check out 5 Holiday Events Financial Advisors Can Actually Do Before the End of the Year for more ideas you can adapt for your clients.
Make the Communications the Easy Part
Even a simple event comes with moving pieces.
There’s the invitation. The RSVP. The reminder. The last minute details. The follow up.
That’s where having the right system can make a difference.
On November 3 at 2 PM ET, join Destiny Fernandisse, Marketing Manager at Snappy Kraken, and Mike Rinard, Head of Solutions Marketing at Snappy Kraken, for:
A Slice of Something More: Client Events That Connect
We’ll use real holiday event ideas, including a pie pickup, to show how you can use Snappy Kraken to make the communications surrounding your event easier.
From inviting the right people and promoting your event to reminders and follow up, you’ll see how to keep everything moving without adding more manual work to your plate.
Come looking for an idea. Leave ready to make it happen.
[SAVE MY SEAT]
