This post was authored by Haley Spanier, Dunham's Marketing Communications Associate. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us to higher standards.

Fall has arrived, but just because you are hard at work doesn’t mean you can’t make the most of the season! From grabbing coffee with a client to hosting a holiday-themed webinar, there are plenty of ways to use the fall season to inspire networking events. Here are five ways to network with clients this fall.

Invite your clients to a meeting over coffee.

Invite Your Clients to Coffee

Nothing says “fall” like a warm cup of joe – especially if it’s pumpkin spice flavored. Make the most of the fall season by inviting your clients to a meeting over coffee. Find a quiet place where you feel comfortable talking, and hold your portfolio review while holding your coffee! They’ll appreciate the kind gesture, and it’s a great opportunity for you to get out of the office and into the crisp fall air.

Bring Up Back to School Planning

The fall season marks “back to school” for many families. If you have clients with children – young or grown, it may be a good time to check in on saving for their education. For example, review the 529 plan they have set up for their child’s college education. Discuss with them what student loans may be best for their financial situation, if necessary, and outline what expenses the IRS considers qualified education expenses when they file their taxes. [1]

Host a Webinar Preparing for the Holiday Season

When fall arrives, the holiday season is not far behind. This is where many clients do the most spending due to holiday traveling, buying gifts for family and friends, and more. According to one study, “in total consumers plan to spend $997.79 on gifts, holiday items such as decorations and food, and additional ‘non-gift’ purchases for themselves and their families.” [2]

Host a webinar discussing how to budget for the holiday season and what steps they can take throughout the year to save. Encourage them to invite their friends or family, and you may also gain some new leads!

Send an Autumn-Themed Card or Email

A simple and cost effective (aka: free) way to network with clients this fall season is to send an autumn themed e-message. Sending out a season’s greeting is a sweet and simple way of reminding your clients that you are thinking about them. It’s a personal touch that goes a long way.

Recognize the Season of Giving

Like we said earlier, the holidays are right around the corner. It may be a time of big spending for many clients, but it is more importantly the season of giving. Many individuals may be looking to give thanks this fall by donating to a charity they are passionate about. In this case, they may be interested in giving through the Dunham Donor-Advised Fund.

Discuss with your clients how making contributions to charity through the Dunham Donor-Advised Fund provides certain tax advantages, teaches their children the power of giving, and leaves a positive impact for their family to follow. If you would like to access a suite of personalized case studies to help explain the Dunham Donor-Advised Fund to your clients, click the button below.

More Information

Use the Fall Season to Your Advantage

There’s a fresh crisp in the air, the kids are back in school, the pumpkin spiced lattes are flowing, and the holidays are right around the corner! Fall is a great time to reach out to clients and thankfully, the season provides ample networking opportunities. Try out these five ways to network this fall and remind your clients that you are there for them no matter the season!

1 “Tax Benefits for Education: Information Center”

2 Consumers Prioritize Spending on Family, Friends Ahead of Holiday Season”


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