Distraction-Proof® Advisor Ideas

Another idea we spoke about was having a golf chipping event. This outdoor event is particularly good if people are concerned about social distancing. You can endear yourself to a local club that you might belong to. Talk to the pro there and let them know you’d love to set up something on a Monday or Tuesday morning or afternoon, when they’re typically a little quieter at the course. You can get somebody to sponsor the event, bring in some golf balls and what have you, and make it a really neat event. You can even line up a series of golf events—perhaps a chipping event, a putting event, and a driving event. Again, talk to the golf pro about what they could do. So that’s another idea.

Thinking about what’s happening over summer regarding you and your employees, send out a hard-mail one-pager letting clients know what you all are going to be up to. Have a little picture for each staff member and then a couple of sentences telling clients what you’re going to be doing. If you have a staff member who is going to be traveling across country or going to Yosemite, or whatever, put their picture and maybe a picture of Yosemite and have them write two or three sentences. If they’re traveling further abroad, let clients know that this has always been a dream to do this. Show them that you’re human, that you’re having fun over the summer, and also manage the expectations—you’re going to be out of the office.

Another great idea might be to have a coloring competition for children and grandchildren of your clients. Have a couple of outlined pictures for your clients to take home with them after they’ve been in your office or mail the pictures out to them letting them know, “This is for your children to send back to us.” When you get those pictures back, frame some of them and put them up in your office, in the boardroom where you meet with your clients. Take a photo of them and put it on your website.

Show people that you’re human and that you care for them. Let them know that over summertime, with all that’s been going on, you’re taking the time to catch your breath, and you’re encouraging them to do that as well. To do this most effectively,

1. Think of some ideas. Think about some practical ways for you to endear yourselves to your clients and let them see that you’re ready to enjoy summer.


2. Map out a plan. Put down a timetable of the activity that you want to do and then back up a bit and put down a schedule of the steps that you need to take to make it happen.


3. Do it. Don’t get overawed by it. Just pick maybe one of the examples I’ve mentioned and then put down the process that you’re going to follow to make this happen.

Your clients will love you for it. They’ll see that you’re human, too, that you’re going to enjoy summer, and you’re encouraging them to do the same. Hopefully your clients will also take the opportunity to catch their breath, and they’re going to have something to come back and connect with you about the next time they see you.

I look forward to bringing you another Distraction-Proof Advisor Idea next week.