The Holiday Season Playbook

Ramp Up Next Year Sales By Marketing Strong Now

Many agents tell us that business is harder to conduct between Thanksgiving and New Years. So, they decide to slow down, stop their marketing, and focus on their marketing plans for the near year. While getting agendas, goals, and ideas together for making next year better is something that’s a must do for all of us, we feel as though many of our agents are missing out on some lucrative sales opportunities during the Holidays. We have solutions to maximize your business and profitability efforts during the Holiday Season. 

There’s Less Competition During The Holiday Season

Since many advisors take advantage of the annual slow down of business activities, it leaves a lot of low hanging fruit that's ripe for the picking. Let’s say you change course this year, and decide to keep your lead pipeline pumping. You may find you have less competition for the same prospects. Therefore, you will be the first financial services professional they speak to and that gives you a pretty big advantage over your peers to win the client’s business.

Reduce Your Taxable Income by Purchasing Leads Now

With the end of the year approaching, many of your fiscal years are also ending soon. You can take some of your business income and/or profits, and reallocate that towards purchasing more leads. Not only does this fill your pipeline now to finish this year strong and kick off next year with a boost, it also reduces your taxable income. 

Want to try out our in-house annuity leads? Book a chat with one of our marketers. They will tell you the ins and outs of how our lead generation system works.

The Holidays Give You a Perfect Ice Breaker AND Fact Finder! 

The Holiday Season will give you and your clients lots to discuss during your introductory phone call that can lead towards building a good relationship. You can talk about travel plans, what family you’re going to see, gifts, spouses, kids, etc. This gives you an insider’s perspective into their family situation, and what they value most, which in turn can help you help them achieve their family goals. Best of all, it gives you a chance to relate to them and find commonplace. 

The holidays always take us back to what’s important, our family and friends. While they are in family mode, you can appeal to their needs and desires to take care of their family. Can you think of a better gift than providing financial security for their loved loans?

Introductory Calls Are Easier During The Holidays

This might seem like a farce to you at first, but hear us out. People do have downtime during the Holiday Season… and maybe even more than you may think. Business doesn’t just slow down for our industry, it does pretty much across the board other than the retail industry. I know it may not seem like it, with last minute grocery shopping for large family meals, or those Christmas gifts you forgot about buying your spouse. However, many people slow down a lot during the holidays, they use up their remaining PTOs, travel to spend time with family and friends, etc. 

Even though some of these prospects may not be able to meet in person or schedule a video chat during the Holidays, you can make that momentous breakthrough… getting prospects to answer the phone! As we all know, speaking with prospects on the phone is essential to landing a new client. Without that first phone call, you don’t have a chance to make the sale. Therefore, take advantage of your prospect’s downtime to try and catch them on the phone.

If Clients Can’t Meet During The Holiday Season… Book Appointments for January. 
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During the end of the year marketing blitz, if you find a prospect that is unable to meet to go over your financial solution to upgrade their retirement, you have a good backup… book the appointment for January. Even if you can't make the sale now, how nice would it be to start off the new year with a calendar booked full of appointments? 

By ramping up your marketing now, such as running annuity lead generation campaigns, you will put yourself in a better position to start off this upcoming year much stronger and put you on track to hit your sales goals. Give yourself a gift that keeps giving... a digital lead campaign to start next year in a successful and flourishing way

Start Next Year Strong!