5 Great Ideas for Cool Client Events

ORLANDO, Fla. -- New social media tools have made it possible for advisors to throw more effective events than ever before, practice management consultant Dan Klein told a packed room of advisors at the TD Ameritrade Institutional conference here on Friday morning. Rather than simply hoping clients would bring qualified prospects as guests, an advisor can research a supportive client's contacts on LinkedIn, and then suggest specific invitees.

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Comments (2)
Great ideas! All good ways to stand out...
Posted by eric g | Tuesday, February 04 2014 at 9:49AM ET
All the 5 ideas mentioned here are worth trying out- especially the movie screening at a local theatre. Clients love to come to these events and meet the crowd. Things start buzzing and before you know it, some other deal is struck.
Posted by KIMMY B | Wednesday, February 05 2014 at 1:24PM ET
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