Big-screen impact with small-town charm.
Haley Wilkes knows the power of personal connection—and how a shared experience can strengthen relationships like nothing else. That’s why she partners with advisors to host family movie events in local theaters. It’s more than an event—it’s an opportunity to deepen client relationships in a fun, authentic way.
This turnkey idea makes it easy for advisors to stand out in their community, offer something memorable, and foster goodwill that lasts long after the closing credits roll.
How to Bring It to Life
Step 1: Book the Venue
Work with a local movie theater to rent out a screen for a private showing. Many offer affordable group packages during off-peak hours or matinee times. Choose a family-friendly, recent release to appeal to a wide audience.
Step 2: Create the Invite List
Reach out to clients with children or grandchildren—and don’t forget key prospects. Make it feel exclusive and special. You’re not just offering entertainment; you’re inviting them into your professional circle in a relaxed, welcoming setting.
Sample Invite
“Join us for a private movie event—our treat! Bring the kids, enjoy some popcorn, and spend a fun afternoon with your family (and ours!) at the movies. We appreciate the opportunity to work with you, and this is just one small way we say thank you.”
Step 3: Brand the Experience
Provide popcorn vouchers with your logo, display a welcome message on the screen before the movie, or hand out movie-themed branded giveaways. Subtle touches remind guests who made the fun happen—without interrupting the experience.
Step 4: Build the Follow-Up
After the event, send a thank-you email with a few photos and a brief message inviting them to catch up over coffee. For prospects, use this moment to introduce your services in a natural, friendly way.
Haley Wilkes
Senior Regional Vice President
New York Life Annuities
Covering Territory: CO, UT, NM, AZ
P: (719) 237-4435
E: Haley_M_Wilkes@newyorklife.com
Internal Partner: Vishal Thadimari
Want more ideas like this—or help getting started?
Scan the QR Code below to connect with Haley Wilkes
Why It Works
• Family-friendly format encourages strong attendance and positive sentiment.
• In-person connection builds emotional rapport that can lead to deeper conversations.
• Memorable moments set you apart from other advisors who stick to the same tired outreach.
• Cost-effective scalability lets you repeat or adapt the event for different client or prospect segments.