ThinkwellSynergy

Giving New Life to a Proven 20-Year-Old Sales Idea
When we created sales ideas that financial advisors could use with clients to generate qualified leads for a college savings program, one of the most popular was the “Movie Theater” idea. It was simple:
1. Rent a local movie theater on a Saturday morning and show a family film.
2. Invite clients and ask them to bring friends, neighbors, and family members with young children.
3. Provide popcorn when each family signs in.
4. Before starting the movie, the advisor gives a five-minute presentation on the importance of college savings and the benefits of a 529 plan.
5. When the movie is done, the financial advisor shares goody bags, including 529 coloring books, growth charts, and information about the plan.
6. By creating a great family-focused event, clients and those they invited feel positive about the financial advisor, and s/he can follow up with each family.

This sales idea still works well in today’s world, but there are definitely ways to change it up and reach new audiences.
* Hire a family-friendly magician, puppeteer or musician to put on a show at your town common.
* Why not have a drive-in theater movie night? Rent an inflatable movie screen and ask a local school, senior center, or business to use their parking lot one evening during the summer or on a weekend when not in use.
* Run a drawing contest in your town and promote it at supermarkets and town hall. Ask for space or rent a window from a local merchant who is not using it (dry cleaner, yoga studio, medical office) and post all of the drawings. Give awards, generate buzz, build your reputation, and generate a stream of qualified leads.

Of course, financial advisors do not have to pitch 529 plans. What about asking parents if they have thought about life insurance for their kids?
How about legacy planning? Did you think of talking to recent grads about life insurance or the importance of diversified savings plans with young professionals, or long-term care for middle-aged adults?

What are your ideas and how can we all learn from you?

, , , ,