A proven way to gain more clients.
Too many advisors struggle with organic growth, but spring can be an ideal time to host events that generate referrals and new business.
Read Mike Byrnes’ Advisor Upside article, published by The Daily Upside*, entitled “Don’t Forget About Hosting Client Events. Yes, IRL.”
(Note: Often publishers change titles and this is one of those times. “IRL” = In Real Life.)
Learn 10 tips about successful client events:
- Make events work – Client events, if done right, can help generate client referrals (the main way advisors grow.)
- Factor in the weather – Better weather can increase attendance.
- Plan seasonally – Spring is an ideal time to host events after tax season.
- Have a purpose – Events need a strategy with desired outcome, including clearly defined ROI goals.
- Create an event mix – Events can come in all shapes and sizes, like sports, appreciation, and charity.
Side note: See how Byrnes Consulting uses baseball to create a fan-tastic event. - Go outside the industry norm – Sometimes the best events have little to do with financial services.
- Demonstrate expertise – Industry-focused events can work too, like economic outlooks, market updates and tax advice.
- Create an event around one client at a time – A client that gives referrals can fill the room for one event and then another client can fill the room for the following event.
- Communicate properly – Multiple touchpoints help make an event successful, including brainstorming sessions, mailed save-the-dates, email reminders, social media promotions and thank-you follow-ups.
- Make new business a focus – Client events, when done strategically, can create new introductions to leads that ideally convert to long-term clients.
Need help growing your business?
Develop a winning event strategy to get more client referrals.
Contact Byrnes Consulting to improve organic growth and improve your business success.
