Strategic Client Gift-Giving: How Top Advisory Firms Create Memorable Client Experiences

The Rainmaker Multiplier On-Demand Podcast

Strategic Client Gift-Giving: How Top Advisory Firms Create Memorable Client Experiences

In This Episode

Join Kirsten Schlumbohm, VP of Annuity Sales at C2P, along with marketing specialists, Colleen Mansmith from Hammer Financial Group, and Suzanne Scheiman from JL Smith Holistic Wealth Management, as they reveal strategies for creating meaningful client connections through strategic gift-giving.

Key Points Discussed:

  • Gift-Giving Strategy: Understanding the continued importance of physical gifts in a digital world and how to make them meaningful
  • Technology Integration: Leveraging CRM systems, AI, and digital tools to manage and personalize client gift programs
  • Compliance Management: Best practices for tracking and maintaining gift-giving within regulatory requirements
  • Budget Planning: Strategic approaches to planning and allocating resources for client appreciation
  • Local Impact: Benefits of partnering with local businesses for client gifts and community engagement
  • Event Planning: Tips for organizing successful client appreciation events that create lasting impressions
  • Charitable Giving: Incorporating philanthropy into client appreciation strategies
  • Timeline Management: Best practices for planning holiday and year-round client appreciation initiatives

Tune in to learn how leading advisory firms are leveraging technology, personalization, and local partnerships to enhance their client experiences

Resources:

Communication Tools Referenced: BombBomb, ChatGPT

Strategic Client Gift-Giving: How Top Advisory Firms Create Memorable Client Experiences

About the Host

Kirsten Schlumbohm is the Vice President, Head of Annuity Sales at C2P. She has over 15 years of industry experience, in which she has served as an insurance and annuity wholesaler, sales trainer and leader, and financial advisor. In addition to her life and health insurance licenses, she holds her Series 66 and a degree from Iowa State University. Kirsten is committed to empowering people and helping them reach the retirement finish line. She believes in optimizing processes to build strategies out of silos and encourage tighter collaboration.

About the Guests:

Suzanne Scheiman is the Event Planning Specialist at JL Smith Holistic Wealth Management, where she masterminds the firm’s client experience initiatives and event strategies. With over two decades of marketing and event planning expertise, she has orchestrated everything from intimate client gatherings to large-scale functions with up to 3,000 attendees, consistently driving growth through innovative engagement strategies.

Colleen Mansmith is the Marketing Director at Hammer Financial Group, where she focuses on delivering impactful results through strategic marketing events. She holds a Business degree from DePaul University in Chicago and brings a wealth of experience and creativity to her role. Outside of work, Colleen is passionate about raising funds for several charitable organizations, including Ronald McDonald House, Restoration Ministries, and the Dave Kreis Memorial Fund.