4.5 Community events and volunteering:
Now you already know a lot about where members in your nest go and who they socialize with. Talk
to the people you’re closest with for recommendations on where else you can spend time. What
type of events and street fairs in the neighborhood does your nest like to participate? What type of
virtual events are attractive to your nest audiences?
If your focus is Young Families, local bridal, baby and family events may provide great opportunities
for you to meet new consumers. If your focus is
You don’t have to be a vendor or commit significant financial resources to be part of events.
Walking events and getting yourself acquainted in the community can have similar impact.
Volunteering in these events shows community engagement and allows relationship building and
positive interactions. Where would you most like to volunteer your time this year? The
organization where you volunteer may also be eligible to receive additional funds from New York
Life – ask your DM about the New York Life Foundation!
Here are some questions to ask yourself to vet event opportunities:
Questions to ask before attending an in-person event:
Who is the audience for this event?
Seek out events that cater to your target customer segment or Nest group
What is the theme/purpose of the event?
Ask yourself if the attendees will want to engage in discussing life insurance with you
Only participate in events with themes and activities that you, as a financial
professional, want to be associated with (i.e.- avoid events that promote drugs or
alcohol, violence, discrimination against others)
What is the opportunity to generate leads?
You want to attend events where you can have direct face to face interactions with
consumers. The volume of leads you are able to generate is directly impacted by the
amount of people you can engage with at the event.
What kind of table/booth/vendor set up is required?
Am I prepared to bring the required set up materials? (Is this a large expo or a small local
Is the cost to participate within your marketing budget?
Your marketing budget should allow for participation in at least one event per month
(include the cost for event promotion, set up materials, displays, giveaways, etc.)
Will there be competitor financial professionals at this event?
Seek out events that allow you to be the only financial professional participating,
especially at a local event.