Don't You Feel Awkward Asking Clients for Referrals When You Know the Question
Is About You Instead of Them?
But What If You Could Do It in Such a Way That You Were Actually Rendering an
Important Service About Pre-Retirement Planning to People They Know Who May
Really Need Help?
Now We've Got a Simple, Elegant, Low-Key Way of Doing Just That…
Introducing the Key Birthdays Postcard…
- Card asks "Do you know anyone with these birthdays?"
- A perfect reminder on the importance of working with
you on retirement issues…
- Promotes referrals. Reinforces expertise. Gets people
The reason I want you to know about the
Key Birthdays postcard is that many
advisors have difficulty finding a simple, elegant way to put the referral message
in front of clients.
We all know the critical role referrals play in building a profitable, growing
But agreement about how best to promote referrals is a different matter.
Some advisors and referral experts think you always need to ask clients for
referrals and keep asking…
Others believe it's best to just deliver top client service and hope referrals
will flow from there...
And still others float around between those poles and believe you need to
ask for referrals when the time is right (which often means never but that's
The Key Birthdays postcard is a blended approach. As you'll see below, it
explicitly raises the referral question but in a highly strategic way that delivers
benefits to all people involved.
|Sending clients and prospects the Key Birthdays postcard helps you put the
referral topic in front of clients and prospects.
The postcard leads with a simple question: Do you know someone celebrating
any of these milestones?
Then it proceeds to list nine important dates and explain the important investment,
planning and tax issues associated with that date.
The postcard, which includes your photo, logo and contact info, is delivering
a tidy, valuable taste of your expertise to clients and prospects.
By simply making the Key Birthdays message available to your network of clients
and prospects, your actions support and reinforce your role as a financial professional
offering important advice and insight to clients and prospects.
|The Key Birthdays message emphasizes your stature as the
professional offering important advice and insights.
Gets people calling
The questions raised by the
Key Birthdays postcard position you perfectly
for offering prospects a second opinion about their pre-retirement planning
As people move closer to retirement, and into their peak earning years, there
are critical issues to heed that have an impact on financial fitness and retirement
preparedness, such as:
- Catch-up contributions to IRAs
- Penalty-free IRA distributions
- Social Security filing options
- Medicare applications dates
- Minimum distributions
As the card says: "We're always happy to talk with anyone you know about these
important birth dates. Certain milestones present special tax and investment
questions to consider. Just let us know."
And on the back, the card says: "Second opinion needed? We're always happy to
offer our investment expertise in a complimentary review of anyone's portfolio.
Just contact us."
|The Key Birthdays postcard raises important questions for people getting
ready for their "retirement years."
Introducing the Key Birthdays Postcard
The Key Birthdays postcard
is an ideal client touch with a lot of potential.
As you can see, the
Key Birthdays postcard
simply and clearly asks people if
they know anyone crossing these landmark birth dates.
Remember, as you review the Key Birthdays, recall the types of mistakes you've
seen people make over the years around this issues.
Sometimes the missed deadlines or wrong filing decisions can cost you up to thousands
These birth dates raise important questions. They offer the chance for people
to call you with a question. That type of interaction gives you the chance to
meet someone and offer a second opinion on that person's existing investment
That's just what you need. A clear, simple opening to show someone the kind
of value you deliver to your interactions with clients.
And that's the key point. The fact that it naturally positions you for a referral is gravy.
So you're delivering a valuable service to anyone whose birthday matches any
of the years in the
Key Birthdays postcard
I invite you now to take a closer look at the sample below
by clicking the image
or this link
Click here to
see a sample of the Postcard
7 Reasons to Send Key Birthdays to Clients and Prospects
- Because it's a "meaningful" touch. The key birth dates represent
serious issues investors (clients and prospects) need to heed. Missing these
dates often means lost opportunity costs at a minimum.
- Because it supports your referral message in a subtle manner. Postcard
asks "Do you know anyone with these birth dates?"
- Because it demonstrates your commitment to keeping clients and prospects
abreast of important financial planning issues.
- Because it strengthens your client communication program. When clients
see the postcard in the mail, it's a chance for them to reflect on its message
and your thoughtfulness in sharing it with them.
- Because it positions you well with prospects in the pre-retirement mode.
The birthday milestones are critical in getting ready for retirement.
- Because it's an easy campaign. Just customize the postcard and mail
to your list.
- Because it's a perfect handout. Share with clients and prospects at
meetings, workshops and other events where you need or want personalized
material to share with others.
How to Include The Key Birthdays Postcard in Your Marketing
It's really easy to get started with the Key Birthdays postcard.
to start the personalization process.
You'll add your photo, logo and contact info and then review how the postcard
will look. Once you're happy, just complete your order.
We'll review it here at Horsesmouth and then release it to the printer. You'll
have your Key Birthdays postcard order
at your office within 10 business days.
Key Birthdays 2014 — Promote referrals. Reinforce expertise. Get people calling.
- Card size: 8.5"x 5.5" postcard stock.
- Customizable: contract info, photo, logo
- Compliance: FINRA-review letter included
- Hard copies: $0.73 to $1.27 each depending on volume. See chart below.
- PDF version include with hard copy order
|Customized Postcard Pricing
Your Return on Investment:
Promote referrals. Reinforce expertise. Get people calling.
When all is said and done, the advisor whose business keeps growing is the one
who keeps communicating with clients and prospects.
This is a central tenant of Horsesmouth's Advisor/Client program (where the
Key Birthdays postcard was first developed).
The Key Birthdays postcard
is an easy, simple-to-implement tactic for you. But
it delivers strategic benefits. It shows you care. It shows you're thinking
and looking out for your clients. It positions you to help people your clients
You can't ask for much more when it comes to reaching out to clients with important,
insightful information like the Key Birthdays postcard.
Go ahead now and order a few hundred
. That way you'll have enough to send your
clients and share with prospects.