With a few upcoming holidays, this is a good time to show that financial advisor isn’t all about “finances” which is why we’ve created the following free social media posts about:

  • Valentine’s Day
  • Family Day

Oh and another tip, make sure you share some local family day events on your social media.

We’ve also come up with a few ideas on how to “differentiate” yourself from another financial advisor especially if you’re in the “family” market, such as sending a card, movie passes, restaurant gift cards celebrating Family Day.  How will this differentiate you? Well, it’s totally unexpected and it’s memorable since no one is really going to be sending something – vs. a Christmas gift when everyone’s sending cards and gifts…

Better yet- spend some quality time with your clients by putting together a “Family Day” event such as:

  • Science world (take your clients and their families to a science centre)
  • Aquarium
  • Bowling party
  • Movie night
  • Skating/Skiing event (although if you’re athletically-challenged like myself this might be a little embarrassing…)

If you decide you’re going to put together an event, let us know we’ve got a great “client event checklist”

Last of all, enjoy the day with your family and actually spend quality time with them.

Have a great family day!

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