Picture the scene: Waitstaff place platters of food for a family-style gathering in a restaurant’s private dining room. Advisors and their clients make toasts and share updates about their work, lives and families. Events like these can make clients feel like friends — and help financial professionals forge deeper bonds with their clients.
Your events schedule might largely be focused on year-end planning or midyear outlook seminars, but it’s also important to add a repertoire of events that enable you to attract and engage with a broader group of attendees. A robust and varied slate of events can help you stand out from the advisor crowd and burnish your image as a partner who understands client needs.
Even as offices begin to reopen, virtual work is here to stay, so it’s important to think about how each medium could be leveraged to best connect with your audience and meet event goals. While a purely financial presentation might easily be conducted via webinar, client appreciation and recruitment-type gatherings might be better in person.