Wrigitail’s Post

Client Events Are Dead (Unless You're Doing This) "Wine and cheese" seminars hitting diminishing returns? You're not alone. But here's what's fascinating: Advisors in our network are seeing 85% attendance rates and 3-4 referrals per event by making ONE key change: They've switched to "Invite-Only Experience" events. What's Working: ·        Private chef dinner parties (6-8 clients + guests) ·        Behind-the-scenes sports experiences ·        Exclusive local venue access 💡 The Magic Formula: Small group + unique experience + subtle exclusivity = Natural conversations about wealth 🔑 Success Secret: Top performers aren't pitching at all during these events. They're letting the environment do the work. Want our breakdown of the 5 most successful client event formats of 2024? Comment "VIP" below. #PracticeManagement #ClientEvents #FinancialAdvisors #WealthManagement

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Matthew Stroud Hellebusch

Independent Financial Planner, Benefits Advisor; There Is Only 1 Proven Optimal Strategy, and still everyone has an opinion.

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