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Allison Warner is the Corporate Marketing Director at USA Financial, where she leads the development and implementation of corporate...
Tired of the same old banquet hall client event every year? If you’re ready to ditch the continental breakfast spreads and put away those projectors, we’ve got you covered.
As a financial advisor, hosting client events is a great way to build stronger relationships with your clients beyond check-ins and market updates. Let’s be honest though, the traditional banquet hall dinner can feel a bit stale after a while.
In this blog, we’ll share some unique and fun client event ideas that challenge the conventional hall dinner and leave a lasting impression. From axe throwing to a football game or murder mystery dinner, this list is sure to inspire you to provide your clients with an event they’ll be talking about for years to come. After all, client events are all about fostering trust and demonstrating appreciation. We know it can be a challenge to keep your clients engaged. Why not think outside the box and try something new?
Keep scrolling below to check out a few of the creative ideas that our team put together.
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Allison Warner is the Corporate Marketing Director at USA Financial, where she leads the development and implementation of corporate...
In this episode of Financial Advisor Marketing Playbook, I’m joined by Senior Advisory Business Consultant Kevin Roskam to discuss navigating market volatility with clients. With markets experiencing recent fluctuations, we’ll dive into understanding investor sentiment, differentiating between working and retired clients, and addressing common advisor mistakes.
For you, bringing on a junior—or “NextGen” advisor—may be a strategic move, not only for capacity-building but also as a key step in building enterprise value, elevating the client experience, and advancing succession planning. Yet despite careful hiring, promising talent, and good intentions, many of these partnerships flounder. The hire doesn't “stick.” The vision for a seamless transition begins to unravel.
Discover the concept of "Advisor 3.0," the importance of offering comprehensive services beyond investments, and how tools like Future Vault can strengthen client relationships, facilitate wealth transfer to the next generation, and ultimately enhance the value advisors provide.
In this episode of Financial Advisor Marketing Playbook, I’m joined by Senior Advisory Business Consultant Kevin Roskam to discuss navigating market volatility with clients. With markets experiencing recent fluctuations, we’ll dive into understanding investor sentiment, differentiating between working and retired clients, and addressing common advisor mistakes.
For you, bringing on a junior—or “NextGen” advisor—may be a strategic move, not only for capacity-building but also as a key step in building enterprise value, elevating the client experience, and advancing succession planning. Yet despite careful hiring, promising talent, and good intentions, many of these partnerships flounder. The hire doesn't “stick.” The vision for a seamless transition begins to unravel.
Discover the concept of "Advisor 3.0," the importance of offering comprehensive services beyond investments, and how tools like Future Vault can strengthen client relationships, facilitate wealth transfer to the next generation, and ultimately enhance the value advisors provide.