Get clients’ attention with memorable events

Hosting great events is one way to strengthen your ties with clients and their families and friends.

You’ll show them you care, as well as open the door to referrals by potentially spreading the word about your superior services.

Planning and executing an event takes more than a good idea, however. Before choosing whether you’ll host a dinner or seminar, for example, first set out how much you can spend and how many people you can accommodate on that budget.

If it’s going to be an annual event, always get feedback on ways the gathering can be improved for the next year.

Financial-Planning.com offers ten tips on events, including:

Think about headcount: Account for plus ones, and make sure to cap registration so you don’t deal with too many guests.

Offer private events: These are designed to target small or connected groups of clients. They could be your top clients to show appreciation, or those who are retired so you can focus on their specific questions and concerns.

Invite celebrity guests: One advisor invited the owner of a winery to help run a wine tasting.

Read more to check out the remaining tips and tricks.

Also read:

My best event: Family movie day

Frank and Derrick Ortencio of Toronto treat clients and guests to an annual Family Movie Day.

New twists on client appreciation events

Client appreciation events build relationships and lead to new referrals. But wining and dining alone won’t cut it.

Beef up your book with prospect dinners

To prospect for new clients, invite existing clients to dinner and suggest they bring a friend.

Don’t let your holiday party run wild

These gatherings are a great way to let loose after working hard, but hosts should take some precautions.

Put on a great seminar

A seminar can foster growth in client understanding and boost your business.

Keep ideal clients

You need to succeed at acquiring and satisfying your top clients. So here’s how to accomplish that.