Private client events can have a sizable impact on the success of your practice-helping you build credibility with existing clients and attract new business. Yet many advisors overlook these events or conduct them poorly.

These advisors don't understand that private client events are different from the more typical seminars or presentations that they are used to. Private client events are designed to speak to a small group of select invitees with whom you truly want to work. Presentations, which tend to be aimed at the general public or large groups, are not particularly effective at attracting highly desirable affluent clients and converting them into interested prospects.

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