Client Events Need Just the Right Touch-Here's How

Too often advisors who have ventured forth and hosted an event, hoping well-heeled clients would come and bring ideal prospects, report bitter disappointment.

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Comments (1)
Kids. Children.

Don't for get about the client's kids. I know a handful of financial advisors who host events throughout the year for the young ones. Events such as an Easter Egg Hunt, 4th of July barbecue, Valentines day party, Halloween party, etc.

They'll invite client they know have young kids. Some ask each client to invite another family who also have similar aged children.

One advisor hired a clown, another a magician, and another used a company that rents out ponies for kids to ride at one of the summer events.
Posted by MARTY M | Sunday, June 01 2014 at 6:44PM ET
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