Close Close
Sign In
Newsletters
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
Podcast Center Video Center Webcasts Resource Center Events
About ThinkAdvisor Contact Us Advertise With Us Asset & Logo Licensing Sitemap Terms of Service Privacy Policy Copyright © 2024 ALM Global, LLC. All Rights Reserved.
ThinkAdvisor

Life Health > Running Your Business > Marketing and Lead Generation

Sweet 16: A unique way to wish clients a happy birthday

By Matt Neuman

X
Your article was successfully shared with the contacts you provided.

Two of my top producers came up with this unique way to wish clients a happy birthday. You probably already send your clients birthday cards. This year, along with a card, send them a CD of the greatest hits from the year in which they turned 16. Here’s an example:

Say you have a client who turns 65 this year. That means the client turned 16 in 1962. Go to amazon.com and find a CD of the greatest hits of 1962. You download the CD to iTunes or equivalent, and then burn a fresh CD with your company name on it and title it something like “Happy 16th Birthday.” Then send it to your client.

Clients absolutely love these CDs and often ask for additional copies for their friends. So send them out and plaster your name all over them.

There is something magical about the popular music when we were 16-years-old that brings back great memories. This is a sure-fire hit that makes you shine with your clients.

Sign up for The Lead and get a new tip in your inbox every day! More tips:

Matt Neuman is the vice president of marketing for Advisors Excel. Visit http://www.advisorsexcel.com or email Matt at [email protected] for more information.

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.