Targeting Your Promotional Hat Sales to the Financial Market

Last time, we looked at banking, lenders, and credit card companies in the financial industry. 

Today, we’re going to discuss investors, tax representatives, and insurance agencies.

Investments and Portfolios

Headwear is one of the most versatile advertising mediums. Your customers, and more importantly, their customers, will love it. Caps are universally enjoyable whether you are reaching out to freelance stockbrokers, or multi-billion-dollar investment firms.

Look into any financial companies in your territory who specialize in the following:

  • Stocks
  • Bonds
  • 401K and Retirement
  • Mutual Funds
  • Annuities

_JNK5226.jpgTax Representatives

As Eric Church once said, the tax man and the devil share the same address. But if it ups your sales game and makes you money, it is definitely worth knocking on his door, even if you do have to sell your soul.

As you know, tax representatives are most busy between January 1 and April 15 each year. This is when they do the majority of their advertising. Be sure you get meetings with them early enough prior to the next year’s tax season so that you can deliver a high-quality hat in plenty of time.

Start reaching out and trying to set meetings during the summer months and place your orders before the holidays begin.

Tax reps will use their hats to advertise throughout tax season. They can also give them as client appreciation gifts throughout the year to keep their business top of mind.

Insurance Agencies

Insurance agencies insure a number of things, the most common being life, home, auto, and health. It is important to know which type of insurance the agency specializes in prior to going into a meeting, so you can tailor your sample caps to that business.

For instance, the busiest time for a medical insurance company is during the open enrollment period which is typically in the last quarter of the year. You will be hard-pressed to schedule a meeting during this time. Furthermore, the agents are likely to need their caps before open enrollment, so they can give them as gifts.

Life, homeowner’s, and auto insurance, on the other hand, does not have a specific enrollment period. These agencies may prefer to give their hats out on an individual basis, perhaps during a client’s annual re-enrollment, or during the holidays.

If you can help financial companies see how valuable promotional headwear can be in growing and maintaining their customer base, your sales volumes are guaranteed to increase. 

Promotional products are the most powerful medium to advertise businesses. People love gifts and they enjoy getting things for free. In a survey conducted by PPAI, 80% of people polled reported their impression of the company was positively affected after receiving a promotional product. 

For more information on selling caps to the financial market, order your own Business Development Kit.

Don’t forget to check out the first blog in this series. What market would you like to see us cover next? Let us know in the comments below. You can also follow us on Facebook, LinkedIn, and Twitter.