8 Ideas for Better Client Events

In the age of social media and digital marketing, it is still important for advisors to meet face-to-face with current and prospective clients and centers of influence.

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Comments (1)
Easter Egg hunt?

Yup.........Financial Advisors who are lucky to have home offices, with a big sprawling gardens attached can easily use that as the location for an Easter egg hunt party.

Not all financial advisors have the luxury of working from a home with that sprawling yard. With some research, and of course depending on the part of the country the advisor lives in, there might be a great park, nature center or botanical garden they can possibly host such an event at.

I pitched this idea to a few advisors years ago. The clients children (generally ages 2 to 10) loved it!

There are various events throughout the year that can deepen client-advisor relationships (Halloween, Christmas, Valentines day, etc).

............ just throwing in my .02 cents here..........
Posted by Marty M | Friday, May 16 2014 at 7:37AM ET
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