1. Holiday Marketing Ideas Tis the season!

2. The Holidays are an interesting time of year The focus changes from internal to external motivation Those that are still focused on their business are thinking of 2015 Knowing this going into the Holiday season gives you an advantage This allows you to deliver a message that lets you stand out

3. Lets start with past clients Remember not ALL of your past clients are Christian, your Holiday message should be generic “Happy Holiday’s from our Family to yours” Get your Holiday message to your past clients out EARLY Hanukkah begins December 16 th Kwanzaa begins December 26th

4. Should you email, mail, or call………… YES!!!!!!!!

5. Email – send this out early – perfect for the week of Thanks Giving Hello Friend, I wanted to send you a special note to let you know how much I appreciate you. Thank you for allowing me to help you with your home purchase. It means a lot to me that you trusted me with helping you. I hope this Holiday Season is filled with Joy, Love, and Laughter. From our Family to yours, Happy Holidays. Sincerely, Paul Baxter Legacy Financial Group 747-221-6649

6. Mail – send this in the 2 nd week of December Dear Baxter Family, Happy Holidays from our Family to yours. May your Holidays be filled with Joy, Love and Laughter. Your friend and lender, for life. Paul Baxter Legacy Financial Group 747-221-6649

7. Phone Call – Make this call the week of the 17 th Hey there Freddy McClient, this is Paul Baxter with Legacy Mortgage Group. I am just calling to wish you and yours a very Happy Holidays filled with Joy, Love and Laughter. Thank you again for allowing me to help you with your home purchase, I appreciate the trust you placed in me. If you ever need anything don’t hesitate to call.

8. People LOVE to be remembered Being remembered during the Holidays is second only to being remembered on your birthday These are the people who already Know trust and like you Remind them of how they feel about you

9. Referral Partners are little different during the Holidays No business owner wants to admit they have “given up” on their business for the year However most will tell you, “I am getting ready for 2015 now”. You can use this knowledge in your Holiday Marketing to partners

10. Yes…….you are still going to email, mail, and call The email and mail are very similar to what you sent to your clients Remember not all of your partners are Christian so use the generic Happy Holidays The call will be quite different (remember, the goal with agents is to get Face to Face)

11. Email – Get this out before Thanksgiving Hello Friend, I just wanted to tell you Happy Holidays from our family to yours. I hope it is filled with Joy, Love and Laughter. The Holidays also mark the beginning of a New Year, filled with opportunity. I believe in planning those opportunity’s. If you would like some help with planning your 2015 Business please don’t hesitate to call. Happy Holidays, Paul Baxter Legacy Financial Group 747-221-6649

12. Mail – send first week of December (sets up the call to get face to face) Dear Freddy, Happy Holidays from our Family to yours. May your Holidays be filled with Joy, Love and Laughter. Your friend and lender, for life. Paul Baxter Legacy Financial Group 747-221-6649

13. Phone Call – this is NOT a simple Holiday greeting call (remember your Goal) Hey Freddy, this is Paul Baxter with legacy Mortgage Group. I am calling you to wish you a very Happy Holiday’s. What big plans do you have for the Holidays?(listen and respond accordingly) Well Freddy if you are anything like me you are already thinking about 2015. I would love to treat you to cup of coffee and pick your brain a little bit about your 2015 Business plan. I have Thursday at 3 or Friday at 2 available. Which works best for you?

14. With Partners you are trying to meet them for the Holidays. Meetings during the holiday season are a much better bonding opportunity than other times.

15. Other Holiday Ideas FSBO’s for LO’s – switch your flowers for poinsettias or holly Host a Holiday party for your partners – Attend the Local RE Association party

16. Deliver gifts to your Partners Bottle of Wine Poinsettia Fruit Cake Cookies Chocolates Gift Basket Coffees Restaurant Gift Certificate Lottery tickets

17. Deliver gifts to Target Prospects Go to the Dollar store and buy a bunch of Holiday something's Coffee Mug Candy Dish Water Bottles Silly Toys Candy Bags (fill bags with candies)

18. The Holidays are a great time to focus on relationships People love to be appreciated People love to be remembered The old saying “it’s the thought that counts” holds true in Holiday Marketing

19. Make sure you plant the seed with partners 2015 Business Plan Share your Creating a Compelling Future Show them you have thought it our and have the tools to help them