The Ultimate Client Event? Party at Your Place

Many advisors say they are close with their clients, but just how close?

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Comments (1)
Relationship Building.

Some industries do not allow for constant client engagement. The Financial Advisors office is not like the local coffee shop or supermarket someone frequent several times a week.

Financial Advisors need to creatively build strong relationships and sometimes that involves non-financial gatherings. In the late 1990's one of my Financial Advisor friends started hosting various holiday events aimed at the "kids" of her clients. Easter Egg Hunts, Halloween parties, Valentines Day events, et cetera. Each client was allowed to bring a guest and their guests kids (besides the clients kids).

Hosting the event at the advisors backyard, and being creative with home made food and decor, allowed costs to controlled. A fun-filled lighthearted event enjoyed by all (especially the kids) which did help cement new client relationships for this advisor.

Really great article Miriam and I am impressed with what Maelis of Francis Financial has created.


Marty Morua
Posted by MARTY M | Monday, July 28 2014 at 10:58PM ET
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