Client Functions: An Ideal Way To Engage Prospects AND Also Make Top Clients Happy
Quick Tips Videos & Sales & Marketing for Professional Services & Sales Tips

Client Functions: An Ideal Way To Engage Prospects AND Also Make Top Clients Happy

February 5, 2020

by Tony Vidler  CFP logo   CLU logo  ChFC logo

An incredibly effective method of marketing for professionals is running client events, however the challenge is getting a decent return on the investment of time  and money.


Big events where dozens of clients can be entertained have their merits (especially when it comes to educating or transferring knowledge) but rarely do much to deepen individual relationships with clients or create hordes of new prospects.


For the typical advice professional where individual clients tend to take time to develop the necessary trust levels and engage, but are relatively high value, there is substantial merit in considering going smaller with the client events. Very small in fact.  Intimate events where just a couple of ideal target market prospects are involved, together with hand-chosen existing clients who can help facilitate the trust and respect necessary to have the prospects engage with you, will often produce far better returns.


In this weeks Quick Tips video we discuss the type of event that can work very well, and how to construct the group in order to give yourself the best chance of getting those ideal prospects to engage with you…


…watch the video to learn more… 


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