TL;DR
September’s College Savings Month gives financial advisors a timely reason to reach out to families about rising tuition costs. With a simple four-step campaign; mailer, email follow-up, social post, and phone call, you can turn awareness into client meetings.
Why a Campaign Works Better Than Awareness Posts
Many advisors mark College Savings Month with a quick email or a social post. The challenge? Those actions are easy to miss. Parents see dozens of reminders every week.
What gets results is a structured campaign built around one clear message. When clients see it in their mailbox, inbox, feed, and finally hear it from you, the repetition builds recognition and trust.
A 4-Step Campaign for September
1. Send a Mailer With a Clear Message
College costs are climbing every year. Parents already know it, but seeing it in writing makes it tangible.
Example postcard headline:
“College costs are rising. Is your family prepared?”
Call to action:
“Schedule a quick review this month to see how small steps can make a big difference.”
2. Follow Up With Email
Send an email within a few days of your mailer. Keep it short and actionable:
- Acknowledge reality: “You’ve seen the headlines—college costs are not slowing down.”
- Offer clarity: “A 15-minute call this month can help outline your options.”
- Make it easy: Add a scheduling link.
3. Post on LinkedIn or Facebook With a Data Point
Social posts are not about reach, they are about staying present. Share a statistic that parents cannot ignore:
“The average cost of a four-year degree has increased 180% in the last 20 years. September is College Savings Month, don’t wait to plan.”
Pair with a graphic or short video.
4. Close With Calls to Engaged Clients
Call the clients and prospects who opened your emails, clicked your links, or commented on your posts.
Example script:
“I wanted to follow up since college planning is top of mind this month. Would you like to review your options?”
Why This 4-Step Plan Works
- Mailer: captures attention in a way email often doesn’t.
- Email: reminds them to act.
- Social post: builds consistency.
- Call: makes it personal.
Every channel reinforces the same message, which makes the next step clear.
Looking for the core talking points to fuel your September campaign? Read our guide on the 3 messages that resonate most with families during College Savings Month.
FAQs About College Savings Campaigns
How can financial advisors promote College Savings Month?
Advisors can run a simple four-step campaign: mailers, email follow-up, social posts with data, and phone calls to engaged clients. This multi-channel approach creates consistent visibility and drives meetings.
When is the best time to send a college savings mailer?
Aim for early September so you have time for email and call follow-ups before the month ends.
Do financial advisors need a large budget for a College Savings Month campaign?
No. Sending as few as 100 postcards to targeted families can generate appointments when combined with email and social posts.
Why is direct mail important for college savings campaigns?
Direct mail is harder to ignore. Parents may skim emails, but a physical postcard or letter about college planning often gets noticed and discussed.
Can this campaign format be used for other financial services?
Yes. The same four-step approach works for Medicare enrollment, retirement planning, or year-end tax reminders.
Final Takeaway
College Savings Month gives advisors a natural reason to reach out. A four-step campaign—mailer, email, social, calls—turns that awareness into real appointments.
Want this campaign designed, printed, and executed without adding to your workload? Plum can handle your College Savings Month campaign so you can stay focused on clients.
