How a Simple Photo Day Can Turn into a Powerful Client Experience (and a Legacy Conversation)
Looking for a fresh way to connect with your clients — one that brings value, builds trust, and deepens your relationship with entire families?
Here’s an idea that does all of that… and leaves your clients smiling.
Host a Family Photo Day
Here’s how it works:
1. Hire a Professional Photographer
Work with a trusted local photographer to set aside a day (or even a few hours) for short family photo sessions. Many photographers offer “mini sessions” — think 15–20 minutes per family — which makes this efficient and affordable.
2. Choose a Beautiful Location
Think local park, restaurant, garden, or even a picturesque part of your office. Make sure there’s good natural light and some room to set up a small welcome area.
3. Invite All Your Clients
Send a personal invitation to your client base:
"We’re hosting a free family photo day this fall! Bring your loved ones, enjoy some refreshments, and get professional family photos taken on us."
Have them RSVP online and choose a time slot with a tool like Calendly or Google Forms.
4. Keep it Relaxed and Welcoming
On the day of the event, greet clients and their families with light refreshments — water, coffee, fruit, maybe some pastries. Have your team on hand to chat and help things run smoothly.
5. Collect Emails and Share the Photos
Coordinate with the photographer to deliver a private online gallery to each family. You can cover the cost of the shoot or let clients purchase prints/digital files themselves. Send a follow-up email thanking them for coming and linking to the gallery.
6. Turn the Event Into a Legacy Conversation
A few days later, send a warm follow-up email like this:
“It was so wonderful to see all of you at our Fall Family Photo Day. Watching so many families come together reminded us of something important — the power of being on the same page, across generations. That’s why we’d love to offer you a special family meeting. Bring your children, parents, or anyone else involved in your legacy. We’ll walk through your full financial picture together — from estate plans to future goals — so everyone understands the plan and the purpose behind it.”
This small gesture can open the door to deeper planning conversations — and help you build relationships with the next generation of clients.
7. Share the Experience Online
Finally, recap the event on your blog or website. Share a few (approved) photos from the day and reflect on what made it meaningful. Link to this in an email or on LinkedIn — your clients will appreciate the recognition, and potential clients will see you as someone who puts people first.
Why This Works
It adds real value. Family photos are something people love but often don’t prioritize. You’re giving them a memory they’ll cherish.
It’s personal. You’re not just talking about money. You’re showing you care about their lives and families.
It opens doors. The photo day builds trust and creates a natural opportunity for legacy and estate planning conversations.
It brings in the next generation. Getting to know clients’ children and family members now helps build continuity and future relationships.
If you’re looking for a client event that’s memorable, meaningful, and easy to organize — try a photo day. You might be surprised by how powerful a camera, a park, and a few good conversations can be.
