TL;DR
October is Financial Planning Month—a built-in moment to connect with clients and prospects while their attention is already on money matters. Instead of one week or one day, you now have a month to publish content, host events, send mailers, and reach out in ways that feel relevant and timely.
Why Financial Planning Month Matters for Marketing (Not Just Awareness)
If you’ve ever hesitated to reach out—“I don’t want to bother clients” or “What do I say this quarter?”—awareness months solve that problem. They hand you a natural reason to connect.
During October, people are already thinking about year-end finances: retirement contributions, tax strategies, open enrollment, and estate planning. That’s your timing advantage. Instead of outreach feeling random, it feels useful and right on time.
For service professionals balancing growth and retention, this positioning is powerful. It’s not about pushing promotions; it’s about entering a conversation that’s already happening and ensuring your name is part of it.
Marketing Tactics That Work This Month
1. Blog Posts That Drive Long-Term Visibility
Avoid generic “what is financial planning” content. Use SEO-friendly topics tied to October searches and real client questions:
- “Why October Is the Best Month to Revisit Your Financial Plan”
- “5 Year-End Tax Moves to Consider Before December”
- “How Estate Planning Fits Into Your Retirement Strategy”
These posts become long-term assets. Publish in October, and they’ll continue pulling traffic into Q4 and beyond.
2. Social Posts That Get Engagement
Keep it simple: strong visuals and quick insights tied to October. For example:
- A carousel with 2–3 data points about year-end planning.
- A 45-second video answering one common Q4 client question.
- A LinkedIn post connecting Financial Planning Month to upcoming deadlines.
3. Direct Mail That Reaches the Right People
Digital inboxes are overflowing. A well-designed postcard or letter tied to Financial Planning Month can stand out. Use it to invite people to:
- A complimentary consultation.
- A client appreciation event.
- A local seminar or webinar on year-end planning.
Direct mail feels intentional and credible, especially when tied to a national month.
4. Webinars or Workshops That Position You as the Educator
Focus on usefulness, not polish. A 30-minute webinar or small workshop during October signals leadership and creates content you can repurpose. Keep topics practical:
- Year-end tax moves.
- Maximizing retirement contributions.
- Reviewing insurance coverage or estate plans.
The goal is to answer the questions clients already have in Q4.
Ideas by Profession
Financial Advisors
- “Are you saving enough before year-end?”
- Retirement contribution reminders and catch-up options.
- Insurance checkups: disability, LTC, or life coverage updates.
CPAs
- “What deductions are still on the table this year?”
- Charitable giving strategies before December 31.
- Adjusting quarterly estimates before year-end.
Attorneys
- “Is your will still valid after recent life changes?”
- Business succession planning before the new year.
- Updating trusts to reflect new assets.
Example: How to Tie It All Together
Here’s what an integrated Financial Planning Month campaign could look like:
- Blog post: “5 Financial Moves to Make Before Year-End” (publish early October).
- Social post: Share the blog on LinkedIn with a quick stat + your insight.
- Direct mailer: Invitation to an October webinar.
- Webinar: “Year-End Financial Planning Moves” → record it and repurpose clips for social.
- Follow-up email: Thank attendees and offer a one-on-one consultation.
Each channel amplifies the others, making your campaign more efficient.
Quick-Action Checklist for 2025
- Mark your calendar: all of October is Financial Planning Month.
- Pick one theme relevant to your profession (tax, retirement, estate, insurance).
- Draft one blog or LinkedIn post, publish early in the month.
- Host a short client-facing webinar or Q&A session.
- Send one direct mail piece or email invitation with a clear CTA.
- Repurpose content, don’t start from scratch each time.
The Bottom Line
Financial Planning Month gives you different oportunities to engage without it feeling forced. Whether you use it for a blog post, a social push, a mailer, or an event, the principle is the same: show up when clients are already open to the message.
Don’t let October pass unused. At Plum Direct Marketing, we help service professionals turn awareness into appointments with integrated campaigns that deliver results. Contact us today to build a plan that drives action.
