Social client events are among the best ways to get to know clientele. When clients choose service providers, trust plays a key role in developing a rapport. Creating a client event that is both fun and resourceful can facilitate a closer bond. Developing trust takes time and interaction. These events allow an advisor to connect with their clients on a personal level, which builds confidence in the relationship. Clients are interested in working with financial advisors who understand their specific goals and timetables.1 Financial Advisors that take the time to engage with clients regularly are more successful than their counterparts that do not.2
Planning is critical, so that the advisor can be calm and personable during the event. Getting started is easy when you allow professional assistance to guide your way. Marketing services can narrow the field of choices taking into consideration all of the details. When properly executed, your function will foster a favorable and lasting impression on attendees. With the power of social media, a well-planned and successful event can positively build your reputation.3 Proper timing and planning are key ingredients for the success of the occasion.
Add a few of these events to your calendar for Quarter 2.
Tax Day is approaching. Why not prepare a “Shred Day Event,” a barbeque picnic with all the fixings complete with a document shredding truck. Clients can bring all of their outdated, sensitive documents to be disposed of safely and participate in a social occasion with easy food and fellowship at its center. Use it as customer appreciation for your veteran clientele and an occasion to meet their friends to develop new relationships. The trust you have built with existing clients should help to pave the way for business growth.
Mother’s Day Appreciation Banquet. This event allows you to pamper the mother’s in your book of business a few different ways: Invite your clients that are mothers for an evening away, host a luncheon for your client’s and their mothers or treat your clients that are mothers and their daughters to a spa day. This event is about recognizing these amazing women no matter which way you decide to spin it.
Plan a First Responders event with food, gaming and even a 5k with proceeds benefitting, police, fire, emergency or military services. The proceeds can be gathered and donated. PR releases can associate your brand with positive community involvement. Your business will have the opportunity to connect with other demographics. Now you have increased your audience significantly.
Lemonade Refresher Event. Showcase samplings and styles of various types of Lemonade (Raspberry, Watermelon, or Orange-Mango). Spirits blended into some of the recipes might create a great social meet and greet for clients and referrals. Do this as a summer event when people are looking for ways to cool down during the hot months. Plan the event in the early part of the evening and avoid the midday swelter. Adding an assortment of hors d’oeuvres to the menu will make it the perfect drop by social occasion. Incorporating some grillers, simple sides, fun games along with an outdoor movie could make your function a family friendly destination for the evening.
Interested in creating your own social client event? Not certain of where to begin, or would like some assistance with the details? Want to make the best use of your resources? Give our FIG Sales Consultants a call at 1-800-527-1155. We can help.
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