Planning for the New Year
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December is a month full of socializing, sugar-filled treats, and quietly contemplating what you’d like to achieve in the upcoming year. Whether 
your goal is to boost your financial coffers or work off the extra weight you gained over the last few holiday seasons, this month’s IOVs will help you achieve all the goals you set.
What’s in the Box?
It’s the end of the year and chances are you have your mind on your money and your money on your mind. Whether you want to save for a large purchase, such as a new car or down payment on a home; you’d like to reduce debt or you’d like to build your rainy-day savings account, the U.S. and Canadian Marketing Flyers provide a step-by-step plan to help your clients set and achieve all of their financial goals in the upcoming year. Not only is this a character piece to show your clients that you care, it also gives you the opportunity to connect them with financial professionals in your network.
Have you ever set a goal and didn’t achieve it? There’s no shame in it; it happens to all of us at one time or another. Why does it happen? The Alternate Marketing Flyer outlines the most common traps we tend to fall into in pursuit of our goals. The piece is intended to help motivate your clients to create goals that align with what they truly want in life. This is a character piece to show your clients that you care. It also gives you the opportunity to connect your clients with professionals in your network, such as real estate professionals, health pros and more.
Regardless of which kit you subscribe to, don’t forget to include the type of referral you’re looking for this month at the bottom of your cover letter!
Pop-By Ideas
- Deliver fresh-baked cookies and other treats to your A+ and A clients.
- Bring stockings with small toys and treats for the children of your A+ and A clients.
- A cold/flu season survival kit with Theraflu, tissues and hand sanitizer.
- Bring your A+ clients their favorite warm beverage or snack food.
What to Say: Follow-up Calls
Standard/Canadian:
“This is the time of year when you’re likely thinking about what you’d like to achieve in the upcoming year. The Marketing Flyer I sent this month will help you create financial goals you’re sure to achieve in 2019. If you’d like the name of a reputable financial planner, give me a call for a referral to one in my network. Remember, I’m never too busy for your referrals and would be happy to follow up with them. Have a wonderful holiday season.”
Alternate:
“At this time of year, you’re likely setting your goals for 2019. The information I sent this month is intended to help you set meaningful goals that you’re sure to achieve in the coming year. Remember, if you’d like the name of a trade or service professional in my network to help you achieve your dreams, give me a call. Remember, I’m never too busy for your referrals and would be happy to follow up with them.”
Business-to-Business Ideas
Standard
- Offer a coupon or discounted service to a local business in your network.
Canadian
- Offer a coupon or discounted service to a local business in your network.
Alternate
- Offer a coupon or discounted service to a local business in your network.
