How many of you suffer from summer slow-down?  Right, why not? You deserve a break. I deserve a break.  First and second quarter kicked our rear-ends, and it’s time to reward ourselves! Right! Right? Wrong.  


Summertime provides the PERFECT opportunity to boost your business.  It’s the best time to get together. Not only will you have fun and fill your pipeline but you can do it on a budget too!  How exciting!


Here are the rules.  Yes, there are rules.  You can thank me later...

  • Invite friends, family, your tribe (referral partners, advisory group), and your favorite clients.  Ask them to bring their families and guests. Get some hot dogs, buns, burgers, and condiments. Ask friends and family to bring sides, desserts, and beverages. 
  •  Make sure your friends and family know you want to grow your business and help more people. I know it’s crazy to actually communicate with them, but it happens.   Tell them who or what your ideal clients look like or do.
  •  Do not invite crazy Uncle Joe who will tell horrifying childhood tales.  
  • And do not invite your drunk sorority sister who is still doing keg stands well into her thirties.

  • Hopefully, you already have a tribe.  If not, call me. We need to work on that.  Invite your tribe of referral partners (their families) and ask them to bring a guest that they think you can help or would like to work with.

  • And your favorite clients.  Who do you absolutely LOVE working with?  Which ones would you clone? Invite those people and ask them to bring a guest or two.  If you haven’t had the referral conversation with them yet, there is no time like the present.





  1. Did someone say pool party?  Why yes, yes, I did. Whether it’s your own pool, the community pool, or the water park.   Fun, flippers, water, and meeting new people. It’s pool – a great time to bring up income protection.  Just kidding. Not kidding.

  2. No pool.  No worries. Picnic at the park.  When is the last time you got everyone together at the park?  Put up a tent or rent a shelter. Grill out. Play volleyball, horseshoes, whiffle ball you name it.  Everyone converses, hangs out, talks about how everyone knows each other (aha!) and has a great time.

  3. Block party- yes you can still do that.  A lot of communities have a national night out, or they simply block off the streets in some neighborhoods.  Just google to see if there is one near you or if your community or town does one. If not, see about creating one and making it an annual tradition.  You’ll be a hero! So, get out there, grab the fam and Fido and meet people.

  4. Birthday parties.  How many birthday parties do you drop little Jimmy and Jane off at?  How many? Well, offer to help the other mom or dad hosting the party.   Are other parents staying? Help the host/hostess get all the other kids off safely and meet all the other parents when they come over.  I bet the parents hosting the party have a bestie helping them that you can meet too. Pitch in and get to know them.

  5. Take me out to the ballgame.  I know, again with the hot dogs.  But it’s summer. Pull together your tribe and split the cost of hosting an event at the ballpark.  Each of you provides a list of what your ideal client looks like and does. Share it with each other then invite x number of guests from your network that would be a good fit and they will do the same.

  6. Get a tan and prospect?  What? Do tell you say. Gladly!  You will LOVE me for this one. When you are at the beach, the pool, the park in your hammock, or even your backyard. Go through the contacts in your phone.  No, really when was the last time you deleted, edited, or updated your phone contacts? I cleaned mine out and found John, Alehouse Hottie in there, and I’ve not dated a John in over a decade!  Go in your contacts. Who are they? How do you know them? Can you help them? Can they help you? Make a note and move on. When you are done, you’ll have a much nicer contact list, and you should have some good prospects too. Do the same thing with your connections. Then you get to calling.  

  7. Volunteer.  What are you passionate about? Find time to volunteer and meet the other volunteers.  Go, volunteer - do something you love and feel strongly about.

  8. Client appreciation event.  This one can get pricey depending on what you want to do.  Invite the clients you want to clone and ask them to bring a guest.  Maybe get a sponsor or a wholesaler to help with the cost.

  9. Review your business, marketing, and communications plan.  I know this is not the most fun thing on this list. It’s necessary.  Think of it as taking your business’ pulse. Is it healthy or not. Where are you? Where do you need to be? What do you need to get there?  Is your plan working? What is not working? Are you over or under budget? What is coming up?

  10. Go on vacation for goodness sakes.  Workaholic. Get your tribe together and take a cruise or last-minute trip to Vegas, the wine country, or the Keys.  There are so many deals out there. Take 3-4 days to unwind and while you’re doing that, talk about successes so far this year.  Thank each other and just have fun. The productive conversations and ideas will happen naturally.

There you go.  Ten ways to boost your business this summer and have fun doing it.  I hope you each get at least one value-added takeaway. And please share with me what you’re doing and how it goes.  Have a great summer!

Becky Brothers

WIFS Rocky Mountains | Secretary

NAIFA Colorado- Denver

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