Welcome to Wealth Matters Consulting’s 3 Minute Marketer series – your rapid-fire resource for mastering wealth management marketing and communications. Discover essential insights in three minutes or less as we tackle the most pertinent topics for busy wealth managers. Our CEO and founder, Rosemary Denney, shares tips gained from decades of working with the most prominent and successful firms on topics related to marketing, business development, communications, brand building, growth and media exposure. Providing you with the resources to deepen client relationships and grow your business.

‘Tis the season! Here at Wealth Matters Consulting, the holidays are typically our busiest time of year – and for good reason. This season is the perfect time to touch base with your clients, prospects and centers of influence and let them know how much they mean to you and your firm. In light of holiday marketing being such an essential part of building client relationships, Rosemary uses this video to gift you four easy ways to market to your firm before the end of the year.

These holiday marketing tactics include:

  • Holiday cards
  • A festive social media campaign
  • Timely, festive content
  • Client appreciation events

As always, if you have any questions about marketing your firm during the holidays, please do not hesitate to reach out to our experienced team at Wealth Matters Consulting.