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101 Client and Referral Event Ideas

Embrace Education


Events that allow you to share knowledge with your clients and prospects help establish your credibility. Consider these ideas for educational events that can be alternated with or interspersed among your purely social parties.


99. Lunch ‘n learns

100. Health fair

101. Special guest speaker


Event marketing should be one of the primary ways you build visibility and create good relationships with current and prospective clients. Pick several types of events and slate them now for the coming year. Then work backwards from the event date to ensure you meet key dates for communications and logistics. Not only will your clients and prospects enjoy seeing you as participant and/or host, but your staff will enjoy the fun and purpose-driven activity.


Kirk Hulett is a senior vice president at Securities America and co-host of the Advisorpod.com podcast series.



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