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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...
Are you tired of working in your business rather than on your business? If you feel like you’re stuck as an income producer, instead of a business owner with aspirations to grow your practice, this article is for you.
I’d like to share a story and a lesson that was the result of a recent conversation with an advisor who had just joined our firm. Our conversations about transitioning to USA Financial started about 5 months prior to his official decision to make the move. To say that he did his due diligence on us is an understatement
Meeting with a financial advisor for the first time can feel overwhelming for a prospective client. As a financial advisor, you need to be aware of several common mistakes advisors make during the all-important first appointment, as well as easy-to-implement solutions if you find yourself guilty of any of these mistakes.
Are you tired of working in your business rather than on your business? If you feel like you’re stuck as an income producer, instead of a business owner with aspirations to grow your practice, this article is for you.
I’d like to share a story and a lesson that was the result of a recent conversation with an advisor who had just joined our firm. Our conversations about transitioning to USA Financial started about 5 months prior to his official decision to make the move. To say that he did his due diligence on us is an understatement
Meeting with a financial advisor for the first time can feel overwhelming for a prospective client. As a financial advisor, you need to be aware of several common mistakes advisors make during the all-important first appointment, as well as easy-to-implement solutions if you find yourself guilty of any of these mistakes.