This all depends on the niche market / client that the advisor is serving.
If the client has children going back to school then the message that the advisor is trying to get out may be potentially lost in all of the rest of the back-to-school noise.
In my view, back-to-school offers are related to transactional products versus consultative products.
Staples sells transactional products: pencils and pens.
Financial advisors sell consultative products: needs analysis, research, recommendations.
Providing a refresher on financial literacy or an email with a checklist of things, such as tax credits for moving and books that clients/parents/students should be aware of may have merit.
Will the message get through all of the rest of the back-to-school noise?
My thinking is that it will probably be better to wait until back to school has settled down.
There is still plenty of time to address tax credits for moving and books.
The communication the third week of September could lead with, Now That The Back-To-School Rush Is Over…
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
Speaking at a City Near You