Big-impact, low-cost client events can help make 2011 your best year ever. But before booking an event, listen to some ideas we got from a focus group of our ideal clients regarding event planning. Educational events, such as tax, economic and financial change updates, ranked at the top of their list. As a result, you should detail specific tools and the steps you are taking to help clients stay up to date.
They also say social events are a great idea, but, first and foremost, they hired us to be their financial professionals. And not every event has to be expensive and elaborate. Save the lunch and dinner seminars for events open to the public.
Partner up
Strategic relationships not only offer valuable material for presentations, they can discuss strategies that have an impact on financial decisions, which the advisor can discuss on a one-on-one basis with clients after the event. Plus, these partners can also help cover the cost of the event. Both professionals can invite their ideal clients, and by picking partners wisely, it can be a great complement to all involved.
