Post 2 – From our Father’s Day series.
This year, skip the clichés and try these 6 Father’s Day ideas designed to deepen client relationships and make a lasting impression.
Father’s Day marketing is usually an afterthought.
Either it’s ignored entirely or ends up as a half-hearted newsletter full of grilling tips awkwardly tied to estate planning. You’ve seen it. Maybe you’ve even done it.
But your clients expect more—and frankly, so should you.
Why is Father’s Day an important marketing opportunity?
Because it’s a moment to connect—with real people, real stories, and what matters most. Legacy, care, showing up for family. That’s already part of your work. Father’s Day just gives you a chance to say it out loud.
Here’s how to turn Father’s Day into a moment that actually strengthens relationships, builds trust, and reminds people why they chose to work with you in the first place.
1. Don’t send a “Happy Father’s Day!” email with a tie emoji
✅ Do share a quick note of appreciation with a personal story or reflection
Skip the generic shoutout. Instead, send a short email or post a social update that shares:
- A memory about your dad (or someone else’s father figure)
- A mentor who shaped how you show up
- A client who once said something about fatherhood that stuck
Then, thank your clients who are dads—or who support dads—for what they do.
No fluff. Just something real.
2. Don’t create a “Dad Deals” promo that makes no sense
✅ Do offer something useful for legacy planning, protection, or impact
This is where you shine. Dads are thinking about things like:
- Providing for their families
- Leaving something meaningful
- Protecting what they’ve built
So offer a small, relevant gift:
- A free legacy planning consult
- A “Fathers + Finances” checklist
- A short webinar or guide on passing down values
Frame it as a gift they can give. Not something you’re trying to sell.
3. Don’t do a “manly” brand post full of sports, meat, and plaid
✅ Do feature a real dad client or team member who breaks the mold
Tell a story about a dad who:
- Coaches Little League and builds retirement plans
- Is raising kids solo while running a business
- Just became a dad and is figuring it out as he goes
Dads don’t all look like a Bass Pro Shop ad. Show us the real ones.
4. Don’t rely only on posed photos
✅ Do share a quote from a client or team member about fatherhood
Ask a few team members or clients:
“What’s one thing being a dad taught you about business—or life?”
Compile the answers into a simple email or carousel post.
You’ll get more connection out of those words than any posed photo can deliver.
Bonus: These quotes are evergreen. Father’s Day is just your excuse to use them.
5. Don’t skip Father’s Day because “it’s not that big”
✅ Do send a quick personal message to your top 5 dad clients
Just pick five.
Send a short voice memo, video, or text that says:
“Hey Mike, just wanted to say Happy Father’s Day. I appreciate the way you show up for your family and your future. Hope you feel celebrated.”
Ten minutes. Long-lasting impact.
6. Don’t try to sell—try to anchor trust
✅ Do use this moment to position yourself as the long-term, legacy-minded partner
Father’s Day is a trust-building opportunity. It reminds clients that you:
- Protect what matters most
- Support multi-generational planning
- Aren’t just here for transactions—you’re here for transitions
You don’t need to campaign. Just connect.
Final Thoughts:
You don’t need big production. Just purpose.
Show up, say something real, and let that be what people remember.
Let’s make this Father’s Day mean something.
Need Help Bringing That To Life?
At Plum, we turn seasonal moments into real relationships.
Emails, videos, mailers, social posts—you name it. We’ll help you show up like a pro. And a person. Let’s talk.
