Margie Barrie, a veteran long-term care insurance (LTCI) agent, marketer and educator, has been writing articles about long-term care (LTC) planning and related issues for years.
Here she explains how to tie an outreach campaign to Valentine’s Day.
Q. I’m always looking for good information to send to clients and others to keep my name in front of them. What suggestions can you provide?
A. Top-of-mind awareness is essential as part of the never-ending quest for referrals. I’m always looking for great articles and other materials to send.
That’s why I was excited when I learned about the “Love Letter” at a women’s networking meeting. Jennifer Lee of Modern Wealth, a financial planning firm in Sarasota, Fla., uses “the letter” for marketing – particularly for female clients. She not only sends it to clients; she and her team use it as a topic for workshops targeted to women.
I plan to send the “Love Letter” to all of my clients, prospects and referral sources as a Valentine’s Day gift.