Sponsoring client appreciation events. Clients go where they are invited,
and they stay only where they are appreciated. Think about how you can
demonstrate to your clients how much they mean to you. By conducting
special events activities for them and with them you transcend the
financial only aspects of your relationship, and turn fundraising into friendraising.
Variations: Successful events could be- Sporting and recreational events
Rounds of golf or tennis Tickets to college and/or pro-team events
Cultural happenings Concerts Art shows Holiday music events Charitable
Costs: subject to each event.
Potential Results: Educational events - Invite clients to hear a guest
speaker who is well known and is visiting your area. Create a series of
quarterly or semi-annual client briefings where they can gain insight and
information from senior executives on your products, services and the
Grant's Tip: EXAMPLE- Host a 'Widow''s Luncheon' once per quarter- KEY
for prospecting success is to encourage them to invite other widows they
know. Avoid making this a sales event. Make the theme clear. It will be
'all fun and NO finance' - have a program that is fun.
Copyright 2003 By: Jay Conrad Levinson and Grant W. Hicks, C.I.M - Co-author of "Guerrilla
Marketing For Financial Advisors
", Trafford Publishing 2003.
You may use these articles in your
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Always check with
your compliance office and or branch manager before implementing any
marketing idea. The information does not constitute a recommendation for
the sale or purchase of any securities or insurance.