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The Exclusive Event

As a financial advisor, are you hosting exclusive events for your clients?

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February 7, 2017

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The Exclusive Event

Exclusive events occur in many different forms: the State of the Union, stockholder meetings, the Academy Awards, the Super Bowl, and the list goes on and on. As a financial advisor, are you hosting exclusive events for your clients?  If not, you are missing out on one of the best customer retention tools available. The benefits include:

  1. Solidifying relationships and building client loyalty
  2. Building a sense of community
  3. Generating new business
  4. Asking for referrals in a creative way
  5. Mitigating potential liability

Consider sending out hand-addressed wedding-style invitations to your preferred clients and let them know the event will be an opportunity for you to express appreciation for your relationship with them. The venue could be a dinner or a wine tasting venue. And both you and your clients will be very pleased with the goodwill and loyalty instilled.

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