Most advisors waste the holidays when it comes to marketing.
They send the same cards. The same baskets. The same “Happy Holidays!” message that gets tossed in a pile with everyone else’s.
Top producers do the exact opposite.
They use this season to:
- Strengthen relationships
- Start real conversations
- Trigger referrals that carry into the new year
In this on-demand webinar, Matt Hicken and Matthew Bailey reveal 12 proven holiday strategies used by top advisors who finish strong and kick off January with real momentum.
In this webinar you’ll learn:
- How to send outreach clients actually remember instead of discard
- Practical ways to involve spouses, kids, and families so connections deepen
- Small appreciation touches that naturally lead to more introductions
- Personalized check-ins that feel thoughtful and uncover new assets
- How to turn holiday goodwill into booked appointments
- Tactics that take minutes, not hours—and require zero extra staff
No gimmicks. No big budgets. Just simple actions that lead to new clients.
Watch the replay now and see how top advisors turned the holiday season into their biggest growth opportunity of the year.
Matt Hicken
Sr. VP of Consulting
Bill Good Marketing
Matthew Bailey
Director of Client Content
Bill Good Marketing
