Certified financial planner Jon L. Ten Haagen often speaks at seminars on financial planning. “I present on timely matters and give enough information that people realize they need more, so they come in for a consultation,” says Ten Haagen. These talks give Ten Haagen the opportunity to provide attendees with promotional giveaways, including a refrigerator magnet.
Ten Haagen has a host of promotional refrigerator magnets. Designed to look like an old-fashioned phone, the magnets feature his firm’s contact information. He has been giving them out for years, and they continue to pay dividends.
“There are many times I will get a call from someone telling me they saw the magnet on someone’s refrigerator and asked the person about it,” says Ten Haagen, founder of Ten Haagen Financial Group.
Ten Haagen often gives two magnets to clients. “I ask them to put one on their refrigerator and give another to a relative or friend,” says Ten Haagen. “You never know where it will lead. I’ll get calls from friends and relatives who see them.”
Additionally, Ten Haagen gives out promotional pens and small flashlights that fit on keyrings, which feature his firm’s information. A boater, Ten Haagen supplies keyrings that float to other mariners at his yacht club. “Boaters are always losing their keys overboard,” he says with a laugh.
One of the ways Irwin Gross, a partner with Family Wealth Partners, achieves his thriving referral rate is through personalized service, which includes sending consolidated financial reports four times a year and customized birthday cards. Gross bolsters this outreach with promotional product initiatives that include giving clients laser-printed notepad holders, personalized pens and plaques.
Wealth manager Annette Bau builds relationships, in part, through sending personalized cards and food gifts, such as truffles on Valentine’s Day. She also hosts soirees for clients, including a salsa dancing event on Cinco de Mayo. Such events provide a great opportunity for memorable, promotional giveaways. “It’s important that you build a relationship,” says Bau.
Often, personal finance firms sponsor events, such as charity walks or community initiatives. Using imprinted items like T-shirts, caps and water bottles gets a firm’s name featured prominently and positively.
From: Successful Promotions
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