Market in Motion Blog

 
 

Create the Client Event of a Lifetime

Client Relationships 0 Comments

shutterstock_314450846While the good ol’ presentations or town hall meetings still have their place in today’s event landscape, there are more ways than ever to host a memorable client event. Between choosing the topic, the venue, and the theme, the possibilities are endless.

First, let’s talk about some of the benefits of hosting a client event and then we will cover some creative ways to get your clients and their families involved.

The Benefits of Client Events

There are many benefits of meeting with your clients outside of the office and getting them engaged in your planning community. Educational, social, and networking events are critical to client retention and promoting your firm’s brand. So what are these types of events and the main benefits of them? 

Educational Events Promote Yourself as a Center of Influence in the Community

Most financial advisors start with hosting educational events because they are a way to show your knowledge and help a wider array of individuals that may be outside of your regular clients. Be it retirement planning, technology seminars, or education planning, community events are an efficient way to share your experience with others in your community.

Even if most of your event attendees aren’t clients, your information could be just the spark they need to ignite their planning journey. Think of client and community events as a network opportunity with individuals and families you might not normally meet with.

Social Events Show Your Clients That You Care

Hosting events in honor of your clients is another way to connect and show them that you care about their successes. One of the most popular types of events in this category is a retirement celebration, which recognizes all of your clients who have successfully retired.

There are different types of events like these, including family celebrations, high school and college graduations, and business recognitions. The underlying theme, though, is that all these events celebrate your clients and all the hard work they are putting into planning for their future.

Networking Events Grow Your Network

Lastly, networking events are a wonderful opportunity to meet with other professionals, some of whom might be interested in joining forces with you and your firm. You may want to invite local attorneys, CPAs, or other service professionals that you might be interested in working with.

These events will grow your practice, promote your brand, and extend your offerings to other individuals and professionals. Now, let’s talk about the fun part — how to host a stellar event!

Set Your Event Apart

No matter where you live, there are so many ways to host an event your clients will remember. After understanding the different types of events and their benefits, think about what kinds of events your clients and network would enjoy. Do you have a lot of foodies, art buffs, or adrenaline-junkies on your hands? Every client will be different, but here are some unique event ideas you can try out1:

  • A walking tour of all the art galleries downtown with food and drinks along the way
  • A food “crawl” with a bus or van to charter your guests to their next destination
  • A seasonal event, such as pumpking picking, sleigh rides, Easter egg hunting, or others
  • A local destination like the zoo or aquarium with live music and food
  • A baseball or soccer stadium for a family night out
  • A Valentine’s day brunch for your couple clients
  • “Breakfast with the Boys,” where you treat your male clients to breakfast at a local cafe
  • A technology class which teaches your clients how to use their smartphone and social media
  • Golf lessons from a local golf pro followed by lunch at the club
  • Wine tasting and dinner at a country inn
  • A movie theatre for popcorn and a show
  • A cooking class where everyone helps make and eat dinner

We suggest hosting four events a year, which can be educational, social, or networking events. For example, you might want to host semi-annual seminars, during which you talk about the nuts and bolts of retirement planning, and semi-annual celebrations when you honor those going through significant life changes.

1Some ideas are from http://www.financial-planning.com/opinion/creating-perfect-events-can-produce-perfect-clients

Related Posts



Back to blog list

Tags



Leave a Reply

Be the First to Comment!

Notify of
avatar

wpDiscuz

Still Have Questions?

Become a Marketing Master

Sign up for our marketing e-newsletter to receive marketing tips for financial professionals, including exclusive whitepapers, broadcast invites, and other content.

 
Privacy Policy

Get a Sample Email Campaign

The best way to experience FMG Suite Campaigns is to receive one the same way that your clients and prospects receive them — in your email inbox. Let us send you one today!

 
Privacy Policy

Get 1 Month Free

Receive your first month of our Monthly Market Insights campaign for free.

 
Privacy Policy

Let's Build Your Suite

An expert will reach out right away to help you build your suite!

 

Want to kick the tires first?
Check out our Free 7-day Trial.
No credit card required to start.

Privacy Policy

How is Your Business Listed?

Check the consistency of your online business information with help from our listings scan.

Enter business information to scan below:

Business Name *
Street Address *
City *
State *
ZIP *
Phone *
Scan Now
 

Want to kick the tires first?
Check out our Free 7-day Trial.
No credit card required to start.

Privacy Policy

Get Started with Copywriting

An expert will reach out right away to help you craft your content

 
Privacy Policy

Get Started with Custom Video

An expert will reach out right away to help you create your content

 
Privacy Policy

Let's Build Your Suite

An expert will reach out right away to help you build your suite!

 
Privacy Policy

Copywriting Sample

Distill Your Niche

"...while they can’t turn back the clock and address these issues beforehand - such as increasing their spouse’s life insurance or saving more - there are ways to take control and feel more confident in their future.
When working with widows, there are a few first steps I recommend taking:

1. Get Organized
Whether or not you handled all of your family’s finances, some, or none, the first step is to organize your financial documents. Before you can determine how to budget and what steps to take, you have to first understand where you stand financially. If you are having trouble translating your investment account statements, a financial advisor can help you understand what your documents mean. You’ll want to copy and safeguard your important documents and review life insurance policies with a trusted advisor.

2. Budget for a Single Income
More than half of widows have difficulty adjusting to a single income. This may because they haven’t reevaluated their bills and expenses and adjusted..."


View Complete Sample
 

Copywriting Sample

Consistent Messaging

"...Once we understand your family’s current circumstances, goals, and unique needs, we develop strategies to help preserve and potentially grow your wealth and take over the time-consuming tasks associated with managing your complex financial affairs. Working with a family office can benefit families in a number of ways, including:

  • Preserving wealth through proactive management and appropriate strategies
  • Mitigating risk by diversifying investments
  • Assisting with the transfer of wealth from one generation to the next through strategic asset allocation and estate planning..."


View Complete Sample
 

Copywriting Sample

Unique Articles in Your Voice

"...More than likely, you have a clear understanding of your relationship with your doctor or your dentist. You pay a fee and, in return, you receive a service, including advice and recommendations based on your individual situation. It would make sense then for your relationship with your financial advisor to be the same; but for many, that’s not the case.

At Financial Guideposts, we’ve noticed a trend: that the general public does not understand the relationship they have with their financial advisor. We want to change that. We believe there are two critical aspects you should understand when working with a financial advisor: how he or she gets paid and what services he or she provides..."


View Complete Sample
 
FMG Logo

Start Today