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:
- Solidifying relationships and building client loyalty
- Building a sense of community
- Generating new business
- Asking for referrals in a creative way
- 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.